Our Services
Turning operations data into financial clarity
We give you a detailed view of how value is created and eroded across customers, routes, branches, and service lines.
- Clarifying strategic priorities across growth.
- Evaluating pricing, service mix, and market .
- Supporting M&A and integration strategy from.
We connect marketing and sales activity to actual customers, contracts, and retention so budget decisions are based on economics, not anecdotes.
- Identifying profitable growth opportunities across .
- Improving operational efficiency to support scale.
- Aligning growth initiatives with capacity, staffing.
We design reporting that is precise enough for finance and straightforward enough for operators. Building reporting on tools such as Power BI and Excel.
- Connecting marketing spend to customers.
- Evaluating channel performance based.
- Improving budget allocation to maximize return
Strategic finance
Strategic finance and unit economics
- Contribution margin by job, route, technician, branch, and geography
- Contribution margin by job, route, technician, branch, and geography
- Pricing and discounting analysis linked to actual cost-to-serve.
- Forward-looking models that show how strategic choices will flow through EBITDA and cash.
Unit Profitability
Clear visibility into job, route, and branch margins
Customer Economics
Understand acquisition, retention, and lifetime.
Integrated Planning
Align revenue, capacity, staffing, and cash forecasts
Performance Reporting
Consistent reporting that supports faster, better.
Growth & marketing
Growth & marketing effectiveness
We connect marketing and sales activity to actual customers, contracts, and retention so budget decisions are based on economics, not anecdotes.
- Unified demand visibility
Unified demand visibility
- Customer acquisition
Customer acquisition economics
- Retention and churn
Retention and churn analysis
- Budget allocation
Budget allocation and trade-offs
Practical analytics
Performance reporting & analytics
Typical work
- Defining a focused KPI framework across finance, operations, and growth.
- Building reporting on tools such as Power BI and Excel, using Microsoft Fabric or existing data infrastructure where appropriate.
- Setting up monthly and quarterly performance packs and meeting rhythms.
- Documenting definitions and logic so the organization can maintain and extend the work.
Novare Partners
Founder
We create reporting systems that make performance transparent and comparable across the business. The focus is on consistency, ownership, and usability—so leaders can spot issues early, understand trade-offs, and act with confidence.
Core features
Reporting foundation built for clarity and control
Unified
performance view
A single, consistent view that brings financial results, operational activity, and growth metrics together.
Insight-
driven metrics
Measures designed to highlight trends, exceptions, and root causes rather than just summary totals.
Scalable
reporting structure
Reporting frameworks that expand smoothly as branches, routes, and service lines are added.
Operational
financial clarity
Clear separation between operational drivers and the financial outcomes they produce.
Standardised leadership views
Consistent formats that support effective leadership reviews and management accountability.
Long-
term reporting
Reporting built to remain reliable through system changes, acquisitions, and ongoing growth.
Get Started
Let’s talk about performance clarity
If your reporting feels fragmented, inconsistent, or difficult to translate into decisions, a short conversation can help clarify what matters most. We’ll discuss your business, your data, and whether Novare’s approach is a practical fit for your needs.
We help service businesses plan and manage schedules efficiently, balancing workforce capacity, customer demand, and operational costs for optimal performance.
Smart Scheduling
Optimizing scheduling and workforce management
Intelligent shift planning
Create optimized work shifts to ensure balanced workloads and prevent resource shortages.
Real-
time schedule
Adapt schedules dynamically to handle unexpected changes and improve operational flexibility.
Customer appointment
Align field teams with client availability to improve satisfaction and service reliability.
Predictive
workforce
Use historical data and trends effectively to anticipate staffing needs and reduce overtime costs.
Unit economics
Understand profitability by job type and geography, revealing true cost-to-serve and margin drivers across
Growth
attribution
Connect marketing and sales efforts to customer lifetime value, identifying channels that produce durable,
How we engage
Engagements that grow with your business
Engagements typically start with a focused project aimed at solving a specific challenge. As clarity and results emerge, clients often invite us to continue
Years of experience
Engagements grounded
Financial Solutions
Strategic support
From Targeted Projects to lasting impact
As insights and results emerge, clients frequently extend our role, allowing us to provide ongoing strategic guidance, refine reporting and performance frameworks,
Problem-solving
We start with a clearly defined project aimed at a specific business challenge,
Strategic guidance
As results unfold, we help refine planning, reporting, and decision frameworks
Embedded insights
Our work equips your team to understand, maintain, and extend models and reporting
Industry Focus
Industries we serve
We focus on field-service businesses, helping leaders improve profitability, align pricing, optimize operations, and drive sustainable growth across sectors.
Home services
Home service businesses optimizing pricing, margins,
Lawn and tree care
Lawn and tree care Residential and commercial
Commercial cleaning
Optimizing janitorial routes, margins, and customer retention
Plumbing services
Residential and commercial plumbing operations
Roofing services
Roofing companies analyzing job profitability,
Specialty maintenance
Businesses offering recurring maintenance services
Hvac services
HVAC companies improving pricing, efficiency, and job.
Electrical services
Electrical contractors focusing on route productivity,
Empowering Your Business to Achieve Financial Freedom
2 more steps to finish
Smart guidance
Empowering Your Journey to Financial Freedom
We provide expert financial consulting to help businesses and individuals navigate complex financial decisions, improve profitability, manage risks, and achieve long-term growth through tailored strategies and actionable insights.
Satisficed Clients
Assess Your Financial Health
We start by understanding your current financial situation, including income, expenses, assets, liabilities, and goals, to create a clear baseline for planning.
Set Clear Goals
Together, we define short-term and long-term financial goals tailored to your lifestyle, ambitions, and risk tolerance, creating a roadmap that aligns with your priorities.
Build Your Strategy
We design a personalized strategy that includes budgeting, saving, investing, and debt management, ensuring each action drives you closer to financial freedom.
Financial Consulting
Our financial consulting services help businesses and individuals make informed decisions, optimize resources, and achieve strategic goals. We provide expert guidance on budgeting, planning, investment
Testimonials
What Our Customer Say About Us
