Larch
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Sample pack

Judge the product by the artifact.

Everything on this site describes a monthly CFO Pack. This page hands you one. It came out of a real cycle run on a demonstration engagement: a 14-page read with the client's name and figures replaced, and everything else exactly as it shipped.

Read it the way an owner would. If it does not earn twenty minutes of your attention, neither will Larch.

Request the sample pack PDF, emailed to you. No drip sequence follows it.
CFO Pack · Monthly The May read Prepared for Westmount Mechanical Ltd.
Published Jun 0914 pages
What is inside

Fourteen pages, in a deliberate order.

The pack opens with the sentence that matters and ends with the appendix that proves it. Numbers first would be a dashboard. Story first would be a newsletter. The order below is neither, on purpose.

Contents of the sample · page counts vary by client

01 The month in one pageWhat moved, why, and the single thing to watch. Written by the advisor, signed by the reviewer. p. 2
02 The KPI spineSix numbers this client chose to live by, each with its trend and a sentence of context. p. 3
03 Cash and runwayWhere cash stands, where it goes over ninety days, and the assumption that matters most. p. 5
04 The forecast, versionedWhat changed between v2 and v3, and why the firm moved its view. p. 7
05 Decisions waiting on the ownerTwo this month, each with the figures behind it and a recommendation to push back on. p. 9
06 Asks, both directionsWhat the firm owes the client and what the client owes the firm, with owners and dates. p. 11
07 Statements and tie-out appendixThe financials, plus the source log: every figure traced to a row, every flag disclosed. p. 12
An excerpt

Pages two and three, as they shipped.

The opening page and the KPI spine from the sample. Figures fabricated, voice and layout untouched.

The month in one page p. 2 of 14

A good month that cost more than it should have.

Revenue came in at the top of the forecast range on the strength of the two municipal jobs closing early. Cash is comfortable through September even with the equipment deposit out the door.

The watch item is labour on service work. Overtime ran 14% of service hours for the second straight month, and it is the same two crews both times. This is a scheduling question before it becomes a margin problem, and it is the first thing we would raise on the monthly call.

Waiting on you

The shop lease renewal (numbers on p. 9, our recommendation attached) and a yes or no on the apprentice posting before the fall intake closes.

Westmount Mechanical · May 2026Reviewed and signed · RK
The KPI spine p. 3 of 14
Revenue, monthlyGL · tied out Jun 03 $612,400 ▲ 4.2%
Gross marginGL · job-costed 31.8% ▼ 1.1 pt
Cash on handBank feed · May 31 $418,200 ▲ $22k
Runway at planForecast v3 7.2 mo · steady
AR over 60 daysAging · May 30 $54,900 ▼ $9k
Service OT sharePayroll register 14.0% ▲ 2nd mo.

Margin and overtime are the same story told twice. One conversation with the scheduler likely fixes both.

Six KPIs, chosen with the owner in week oneFigures fabricated

From the sample pack · client name and all figures replaced · layout as shipped

Get the pack

The other eleven pages are better.

The cash page, the versioned forecast, and the tie-out appendix are where Larch is hardest to fake. We email the full PDF the same day. One follow-up note a week later asking what you thought, and that is the whole sequence.

Send me the pack

We use your address to send the pack and the one follow-up. Nothing else, and no list.