Monthly financial insight for contractors
Know Your Numbers. Grow Your Business.
Boerner CashFlow helps contractors turn accounting data into clear financial reports that make it easier to understand cash flow, profitability, and the financial health of their business.
Confidential reporting from your accounting exports — no AI hype, just clear financial insight.
Monthly Financial Report
Contractor Co. · June
Executive summary
Financial health score
82
Strong
Cash flow
+$42.8k
Net margin
18.4%
AR overdue
$18.2k
90-day financial trends
Actionable insight
Why Contractors Choose Boerner CashFlow
A clearer way to understand the financial health of your contracting business.
Better visibility into cash flow
Identify unnecessary expenses
Track profitability over time
Understand customer payment trends
Make more confident financial decisions
Save time reviewing financial reports
How It Works
Simple inputs. Professional monthly reporting.
Step 1
Export three reports from your accounting software.
Profit & Loss
Balance Sheet
Accounts Receivable Aging
Step 2
Upload the reports securely.
Your financial information is kept confidential and used only to prepare your report.
Step 3
Receive a professional financial report with charts, trends, and practical recommendations.
What’s Included
A monthly report built for decisions, not just bookkeeping.
Cash Flow Analysis
See where cash is coming from and where it’s going.
Profitability Review
Understand which areas of your business generate the strongest profits.
Accounts Receivable Insights
Identify overdue customer balances before they impact cash flow.
Expense Analysis
Spot spending trends and opportunities to improve efficiency.
Financial Health Score
Quickly understand the overall financial position of the business.
Action Plan
Receive practical recommendations based on your financial data.
About
Financial reporting designed to simplify complex accounting information.
Boerner CashFlow provides contractors with clear, easy-to-understand financial reporting designed to simplify complex accounting information. Our goal is to help business owners spend less time digging through reports and more time making informed decisions about their business.
FAQ
What accounting software do you support?
QuickBooks and most accounting systems that can export standard financial reports.
How long does it take?
Most reports are completed within a few business days after receiving your reports.
Is my information secure?
Yes. Your financial information is kept confidential and used only to prepare your report.
Contact
Request your free financial report.
Send a few details and Boerner CashFlow will follow up with next steps for preparing your contractor financial report.
Email: jaceboerner@boernerfinancial.com
Phone: 812-480-8096
LinkedIn: Jace Boerner