Complimentary Consultation

Financial Strategy Advisory & Fractional CFO Services

Financial Consulting: What you need, where you are.

Running a business means you’re juggling a lot of priorities including your customers, operations, team, and strategy. Finances often end up last on the list. That’s where I step in. ClearCourse provides support designed to keep your business organized, informed, and moving forward with confidence.

Think of me as your business’ CFO and financial advisor, laser focused on what matters to you. Whether you’re stabilizing operations, planning for growth, or working toward long-term sustainability, the goal is simple: to make your financial systems work for you. Turn your data into insight. Understand your cash flow. Qualify for loans you need to grow. Be prepared for what’s coming your way. Make smart decisions, manage with confidence, and build a business that truly thrives.

Flexible Engagements:
Tailored services fit your needs. Ongoing advisory partnerships for consistent support and insight, as well as hourly consultations for one-time questions, projects, or decision support when you need it most.

You don’t have to do it all…

ClearCourse gives business owners flexible, financial guidance and results without the overhead of a full-time CFO.

  • A traditional full-time CFO can cost $20,000 per month when you factor in the benefits and equity package.

  • Going it alone pulls your focus, time, and energy away from strategy, customers, and growing your business.

Choose ClearCourse Financial

Experience that scales: Real-world financial leadership applied to businesses of any size.

Peace of Mind: With structure and support, you can focus on growth instead of uncertainty.

Legacy & Freedom: Build a business that serves your life, not the other way around.

Clarity with Purpose: Designed to give you confidence in your decisions and direction.

    • Financial Statements: Review P&L, Balance Sheet, and Cash Flow with understanding, not guesswork.

    • Custom Dashboards: Visualize performance with reports built around your goals and metrics.

    • Trend Analysis: Identify what’s working, where margins slip, and how cash flow impacts growth.

    • KPI Tracking: Focus on the key drivers that reveal business health and performance.

    • Decision Support: Turn financial data into action plans that support your next move.

    • Accounting System Optimization: Clean up and configure your existing accounting platform for efficiency and accuracy.

    • Chart of Accounts Design: Align categories with your business model for clearer insight and easier reporting.

    • Workflow Development: Streamline invoicing, payments, and reconciliations so your processes run smoothly.

    • Policy & Procedure Frameworks: Document accounting processes for consistency and control.

    • Internal Controls: Strengthen safeguards and prevent costly errors or oversights.

    • Scalable Systems: Build a foundation that supports growth, not chaos.

    • Budget Design: Create budgets that align with strategy and adapt as conditions change.

    • Forecasting & Scenario Modeling: Plan for best, base, and worst-case outcomes before they happen.

    • Rolling Cash Flow Projections: Maintain visibility into future liquidity and needs.

    • Break-Even & Profitability Analysis: Know the numbers behind your growth targets.

    • Financial Roadmapping: Build long-term plans that connect today’s data to tomorrow’s decisions.

    • Internal Controls Review: Evaluate processes and close gaps before they become risks.

    • Segregation of Duties: Separate responsibilities to strengthen accountability.

    • Fraud Prevention: Establish clear checks, approvals, and oversight practices.

    • Audit Readiness: Ensure your records, reconciliations, and reports stand up to scrutiny.

    • Tax Coordination: Work alongside your CPA or preparer to align strategy, structure, and timing for optimal results.

    • Entity Review: Reassess structure as your business grows to ensure it remains tax-efficient.

    • Estimated Tax Planning: Anticipate liabilities to avoid surprises and manage cash flow wisely.

    • Deduction Strategy: Identify opportunities to minimize taxable income through strategic spending and allocation.

    • Compliance Calendar: Stay ahead of federal, state, and local filing deadlines with clear, proactive scheduling.