The CFO Tradie Toolkit

Quote confidently. Track your cash. Grow your business.

Built and tested with real Aussie trade businesses, no accountant needed

CFO Tradie Toolkit
$297.00

This all-in-one toolkit helps you price jobs accurately, manage cash flow, and understand your numbers, without complicated spreadsheets or ongoing fees.

What’s Inside:

📈 See 12 months ahead with a rolling cash flow forecast

🧮 Quote jobs with confidence using a smart pricing calculator

📁 Stay organised with a trade-specific chart of accounts

📊 Track your performance with a visual P&L + KPI dashboard

📉 Compare your business to ATO benchmarks

🎥 Follow along with a step-by-step setup video

Why it pays for itself

  1. Quote jobs confidently and avoid losing money

  2. See exactly where your cash goes

  3. Plan ahead with clear financial visibility

This toolkit is perfect for…

  • ✓

    Sole traders and growing trade businesses

  • ✓

    Admins, ops managers, or family helping behind the scenes

  • ✓

    Bookkeepers or advisors who want ready-made client tools

Meet Ross — The CFO behind the toolkit

Ross Duguid

The CFO Tradie Toolkit was created by Ross Duguid, a seasoned financial expert and founder of ICG, who’s spent over 14 years helping businesses take control of their numbers, from small trade operators to multi-million dollar organisations.

Ross is a qualified CPA with a Bachelor of Commerce in Accounting & Marketing, and he’s worked across Australia and the UK in sectors like construction, hospitality, funds management and private equity.

He built this toolkit after seeing too many great tradies undercharge, stress over BAS, and lose track of their cash, simply because they didn’t have the right tools or support.

Now, he’s packaged up the exact systems he uses with his own clients, so you can plug in your numbers and finally feel in control, without needing an accountant or ongoing fees.

Testimonials

  • "I thought we were doing okay, but we were undercharging on almost every job. The pricing calculator alone was worth it, simple, fast, and actually works."

    Plumber, NSW

  • "I used to avoid the numbers. Now I open the dashboard weekly, it's that easy. We’re finally planning instead of reacting."

    Hairdresser, NSW

  • "I’m not a numbers person, but this made it manageable. I’ve even handed some of it off to my admin team because the templates are so clear."

    Window Cleaner, QLD

One toolkit. One payment. Real financial clarity.

One toolkit. One payment. Real financial clarity.

No subscriptions. No hidden fees. Just instant access to the full CFO Tradie Toolkit, built to pay for itself on your next job.

  • One-time payment: $297 (incl. GST)

  • Instant digital download

  • Includes video walkthrough

  • Optional 1-hour support session: $195

CFO Tradie Toolkit
$297.00

FAQs

  • Not at all. Everything is designed for real trade business owners — no accounting background needed.

  • No, but it helps. The toolkit works with any software where you can export a basic P&L or CSV. Xero makes it even smoother.

  • After you buy, you’ll get the option to book a 1-hour Zoom support session for personalised implementation.

  • Yes — the toolkit works for sole traders and growing businesses with a team. Whether you're quoting jobs yourself or managing a team, the tools help you stay on top of your numbers.

  • No worries. The walkthrough video shows you exactly how to use each tool step-by-step. You don’t need to be a numbers person — just plug in your info and the toolkit does the heavy lifting.

For Bookkeepers & Advisors

Want to use this Toolkit with your clients? We offer a white-label license that includes:

  • Your logo + branding

  • Editable templates

  • Resale and client delivery rights

  • Optional onboarding support

Click here to register your interest
Or book a quick call to find out more

Don’t let your finances hold you back.
Take control of your pricing, cash flow, and growth with the CFO Tradie Toolkit, and finally get visibility over your numbers.

Still have Questions?