Colfax

If you’ve been following our posts this month…
You probably already know this isn’t about bookkeeping.

It’s about:
– knowing which jobs actually make money
– making hiring decisions without stress
– paying yourself confidently
– running your business on clarity, not instinct

That’s what a CFO does for trade businesses at the $1M–$5M stage.

If something we shared hit close to home, don’t overthink it.
Start with a simple 15-minute call.
No prep. No pressure. Just clarity.

📅 Book here →
https://link.davecrm.com/widget/bookings/quick-call-colfax

The most expensive mistake trade business owners make isn’t hiring too early.

It’s waiting too long.

Waiting to fix pricing.
Waiting to understand cashflow.
Waiting until stress becomes normal.

By the time most owners “feel ready” for a CFO,
they’ve already lost hundreds of thousands in:
– underquoted jobs
– overstaffing
– missed growth windows

You don’t feel the cost all at once.
You feel it slowly—every month.

If you’re turning over $1M+ and still running reactively,
the question isn’t “Can I afford a CFO?”
It’s “How much is this costing me already?”

📅 Book a 15-min clarity call →
https://link.davecrm.com/widget/bookings/quick-call-colfax

We’re not a good fit for every trade business.
And that’s intentional.

Colfax is not for you if:
❌ You just want cheaper accounting
❌ You’re not open to changing how you price or hire
❌ You don’t look at numbers until tax time

But we are a fit if:
✔ You’re turning over $1M+
✔ You know your business should be more profitable
✔ You want clear answers before making big decisions

We only take on a small number of clients at a time—because CFO work is hands-on.

If this sounds like you, start with a 15-min call.
📅 https://link.davecrm.com/widget/bookings/quick-call-colfax

“What actually happens if I talk to a CFO?”

Good question. Here’s exactly how it works with Colfax.

Week 1:
We pull your numbers apart. Jobs, labour, margins, cashflow. No judgement—just facts.

Week 2:
We show you where money’s leaking and what’s driving profit (and stress).

Week 3:
You get a simple financial game plan:
– what to fix first
– what to ignore
– what decisions are safe to make right now

No fluff. No corporate nonsense.
Just clarity for trade business owners who want control.

📅 Start with a 15-min quick call →
https://link.davecrm.com/widget/bookings/quick-call-colfax

If you run a trade business, you should know these numbers—cold.

Not at tax time.
Not when your accountant emails you.
Every month.

Here’s the CFO checklist we use with our trade clients:

✔ Gross margin by job type
✔ Real break-even point (not revenue)
✔ Forward cashflow (90 days ahead)
✔ Labour cost per billable hour
✔ What you can safely pay yourself
✔ What happens if you hire one more person

If you don’t have these answers, you’re not failing—
you’re just running without visibility.

📅 Book a 15-min clarity call and we’ll walk through this with you:
https://link.davecrm.com/widget/bookings/quick-call-colfax

Be honest… which one are you?

❌ “If there’s money in the account, we’re fine.”
❌ “The accountant will tell me at tax time.”
❌ “I’ll work it out once things calm down.”

That’s not a system.
That’s hope with spreadsheets.

The trade business owners who scale past $1–3M all do one thing differently:
They stop guessing—and start running their numbers forward.

If that list made you laugh (or wince)…
It might be time for a CFO-level view of your business.

📅 Book a 15-min quick call here →
https://link.davecrm.com/widget/bookings/quick-call-colfax

“CFO? Mate, that’s for millionaires.”

Not true.
A CFO isn’t a luxury. It’s a lever.

We’re not talking about fancy suits and boardrooms.
We’re talking about someone in your corner who:

✔ Knows your margins inside-out
✔ Builds forward cashflow (not just reconciles it)
✔ Helps you decide when to hire, what to charge, and how to grow

If you’re running a trade business turning over $1M+ and still guessing at financial decisions…
That’s exactly when you need us.

📅 Book your 15-min gameplan call: https://link.davecrm.com/widget/bookings/quick-call-colfax

You’ve got an accountant. But somehow… you’re still flying blind.
Margins unclear. Cashflow unpredictable. No idea what you can safely draw.

Your accountant reports the past.
But who’s helping you shape the future?

That’s what a CFO does—especially for trades stuck in the $1M–$5M zone.
We help you see forward, find hidden profit, and actually understand your numbers.

If your business feels like it’s running on instinct (and invoices)…
Let’s talk.

📅 Book a quick 15-minute chat here → https://link.davecrm.com/widget/bookings/quick-call-colfax

No pressure. Just clarity.

Would you drive a work ute with no dashboard?

No fuel gauge.
No speedo.
No warning lights.

That’s how most trade businesses are run financially.

You’ve got an accountant ticking boxes after the fact…
But no one showing you, in real time:
– what jobs actually make money
– when cash gets tight before it happens
– whether you can afford that next hire

A CFO gives you the dashboard.
So decisions aren’t guesses—they’re calculated.

📅 Book a 15-min clarity call here →
https://link.davecrm.com/widget/bookings/quick-call-colfax