


CFO Tradie Toolkit
Take control of your tradie business finances with the CFO Tradie Toolkit, no accountant needed.
This all-in-one toolkit gives you plug-and-play templates, calculators, and dashboards designed specifically for tradies. Price jobs accurately, manage your cash flow, and get full clarity on your numbers without complicated spreadsheets or ongoing fees.
Inside, you’ll get:
A 12-month rolling cash flow forecast
Job pricing calculator with profit margin targets
Trade-specific chart of accounts template (compatible with Xero, MYOB, QuickBooks)
Profit & loss plus KPI dashboard
ATO benchmark comparison tool
Step-by-step video walkthrough
Whether you’re on the tools or managing your team, the CFO Tradie Toolkit helps you quote confidently, avoid losses, and plan ahead with ease.
Instant digital download with optional personalised support available.
Take control of your tradie business finances with the CFO Tradie Toolkit, no accountant needed.
This all-in-one toolkit gives you plug-and-play templates, calculators, and dashboards designed specifically for tradies. Price jobs accurately, manage your cash flow, and get full clarity on your numbers without complicated spreadsheets or ongoing fees.
Inside, you’ll get:
A 12-month rolling cash flow forecast
Job pricing calculator with profit margin targets
Trade-specific chart of accounts template (compatible with Xero, MYOB, QuickBooks)
Profit & loss plus KPI dashboard
ATO benchmark comparison tool
Step-by-step video walkthrough
Whether you’re on the tools or managing your team, the CFO Tradie Toolkit helps you quote confidently, avoid losses, and plan ahead with ease.
Instant digital download with optional personalised support available.