You're making money. So why is your bank account always empty?
Most contractors are profitable on paper and broke in the bank. Taub gives you the handful of numbers that actually matter — one honest hour a month, read by a real CFO, not an app you're left alone with.
You didn't start the business to stare at spreadsheets.
The books say you're profitable. The bank account says otherwise. Nobody's ever explained the gap.
You can't tell which jobs actually made money — and which ones quietly lost it.
You don't know if you can afford the next hire, the next truck, or a slow month, until it's on top of you.
The one person who could tell you — a real CFO — costs more than the problem you're trying to solve.
We build you the dashboard your business has been missing.
Not another login full of charts to decode. A simple, custom dashboard that connects your money to the work behind it — so you can see, at a glance, where it's going and what to do about it.
Where your cash actually is
The gap between profit and bank balance, explained — and what's driving it this month.
Which jobs make money
Real margins by job, crew, and type of work — so you stop guessing which work is worth taking.
What you can afford
Whether you can make that hire, buy that truck, or ride out a slow month — before you commit.
We build it, keep it current, and walk it with you every month. You never touch a spreadsheet.
Start free. We build from there.
Start with a free Cash Gap Report
A 20-minute look at your numbers. You'll see the gap between your profit and your cash, and the one thing to fix this month. No pitch.
We build your dashboard
Custom to your business and the way you actually work. We connect to your accounting and your bank — nothing for you to set up.
One honest hour a month
We keep it live and walk it together. I tell you what to watch, what to ignore, and what to do next.
A CFO's read on your numbers — without the CFO price tag.
Built for owner-run trades and local service businesses doing under $20M — roofers, HVAC, electricians, plumbers, and the people who run them.
- Not a $6,000-a-month fractional CFO you can't justify yet.
- Not a dashboard you're left to interpret alone — yours comes with someone who reads it with you.
- Not your accountant, who only shows up at tax time and speaks tax.
- A real person who knows your numbers and tells you, plainly, what to do about them.
Why trust me with this? I'm a CFO with a background in banking, and I've spent my career in the numbers that quietly make or break real businesses. Taub isn't an app that hands you a dashboard and disappears — it's me, reading your numbers with you, every month.
— Founder, Taub Financial
See your cash gap in 20 minutes.
Get a free Cash Gap Report. I'll look at your numbers and show you the gap between your profit and your cash — and the one thing to fix this month. Whether or not we ever work together.