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."

Our process

Set goals

Annually, we'll discuss what success looks like to your business and will create targets to get you on track to achieving that success.

Track progress

As your CFO advisor, Clearly So, LLC, will analyze your actual data and how it tracks to the targets, compiling the most prominent markers for review.

Don't worry - this is done behind the scenes.

Gain insight

Here's where you enter the scene again, in our monthly meeting to review a color-coded scoreboard of the health of your goals.

Form a plan

The scoreboard sets the direction for a conversation about next steps. We'll discuss the targets that are off track and what action can be taken to reset their progress.

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Take action

Now that you have 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 the results next month.

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Repeat

In repeating these steps each month, your business receives regular accountability and insight to help you achieve your goals.

Receive a complimentary introductory call and financial assessment!

Contact

This service is for you if:

You own a small-to-medium sized business.

Your books are clean, error-free, and well automated.

Not at this point yet? Reach out for accounting automation solutions.

More Info

Ideally, your business generates at least $500,000 in annual revenue.

Not there yet, but want to reach it? Clearly So, LLC can help you to reach that mark with a modified service.

You are an expert at your craft, having passion for the output of your business.

Your passion is the guiding star!

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.