We meet you where you are:

The ClearCourse Roadmap Framework

Financial Consulting: What you need, where you are.

1 —    (a) Firm Foundation & (b) Financial Systems

Focus:         Establish a strong legal and financial foundation for an organized, scalable business.

Outcome: Your business is built on solid ground; legally sound, financially organized, ready to grow.

Pricing: Firm Foundation (Business Start-Up); Financial Systems (Accounting Start-Up)

 2 —   Navigate Operations™

Focus: Keep your business organized and on track while staying ahead of deadlines and filings.

Outcome: You feel confident knowing your finances are organized, your filings are on time, and your goals are on target. You can focus on your business and customers, not paperwork.

Pricing: Finance Consulting Level 1

 3 — Ascend Growth™

Focus: Level up from day-to-day financial supervision to proactive financial leadership.

Outcome: You gain proactive financial leadership: turn reports into insight, cash flow into confidence, and data into direction for growth.

Pricing: Finance Consulting Level 1

 4 — Thrive Advisory™

Focus: Elevate from financial leadership to long-term profitability, sustainability, and resilience.

Outcome: Your business is built to last: financially sustainable, resilient, and guided by a clear vision for lasting impact and a legacy of success.

Pricing: Contact Us

A thriving business serves both your goals and your life.

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

• Tailored support: We meet you where you are and guide you as your business grows.

• 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.