CFO Advisory
for small businesses
from a licensed CPA
A listening ear. A service that digs through the data so you don't have to. A honed-in technique.
The solution-oriented approach to CFO Advisory at Clearly So, LLC has one clear mission: to help your business reach your definition of success and build consistent, positive cash flow. Through an easy-to-grasp methodology that triages the obstacles hindering your profit, I ensure you receive tailored, strategic input that goes far beyond basic data entry—giving you a financial partner who is truly invested in your success.
The process
Set goals
Annually, we'll discuss what success looks like for your business and will create targets to put you on a clear, measurable track toward achieving those big-picture milestones.
Track progress
Your data is analyzed behind the scenes to see exactly how your actual numbers stack up against your targets. The most critical financial markers are compiled and organized for you, so you don't have to dig through the noise.
Gain insight
You step back into the picture for a monthly strategy meeting to review a clear, color-coded scoreboard of your business's health. You clearly see which targets are thriving and where your attention is needed most.
Map out a plan
Your monthly scoreboard sets the focus-points for your next strategic moves. From that springboard, we create a focused conversation about any targets that are slipping off track and the actionable steps needed to reset their momentum.
Take confident action
Equipped with financial insight to a problem and a plan to solve it, it is your time to shine. Take the action we discussed and we will review its impact next month.
Repeat
By repeating this process each month, your business benefits from consistent accountability and proactive guidance. You stay ahead of obstacles, protect your cash flow, and confidently glide to your goals year after year.
This service is for you if:
1
You own a small-to-medium sized business.​
3
Ideally, your business generates at least $500,000 in annual revenue.
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Not there yet, but want to reach it? Clearly So, LLC can help you to reach that mark with a modified service.
4
You are an expert at your craft, having passion for the output of your business.
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Your passion is the guiding star!
5
Your business is experiencing a pain to be solved or has an opportunity for growth that is not yet tapped into.
Do you have a network of business owners? Clearly So, LLC offers strategic partnerships with tax firms and others and will thank you for the referrals through complimentary CFO Advisory service!
Build a partnership
Clearly So, LLC is happy to offer both an introductory call and a preliminary financial assessment at no cost.
Reach out below to begin your journey to greater peace of mind.