Stage 2: Navigate Operations™
Financial Clarity in Early Business Operations
- Focus:
- Keep your business organized and on track while staying ahead of deadlines and filings.
- Best Fit For:
- New businesses during early operations with startup-level sales and expense activities.
- Purpose:
- With order and visibility on your financials, you’ll have the freedom to focus on your business instead of managing chaos. With clear reporting, simple KPI tracking, and proactive tax and regulatory guidance, you’ll know exactly where your business stands and what needs attention without getting lost in the details.
- Outcome:
- You feel confident knowing your finances are organized, your filings are on time, and your performance goals are on target. You can focus on your business and customers.
- Timeframe:
- Begins when your business is legally and financially established, continuing through your early startup period as financial rhythm and visibility take shape.
Deliverables – Clear visibility into where your business stands and what’s next:
- Monthly check-ins to review results, priorities, and next steps.
- Monthly financial statement preparation: Profit & Loss, Balance Sheet, Cash Flow.
- Customized KPI performance dashboard.
- Quarterly business review and discussion of key performance targets.
- Tax calendar, filing reminders, and guidance (sales tax, excise tax, B&O, etc.).
- Business license and registration calendar, renewal tracking, and guidance.
- Direct email and phone access between meetings for questions, updates, or guidance.
Bookkeeping Support Service
Supplemental to Stage 2 Engagement
Keep your financial foundation strong and your business organized with accurate, timely bookkeeping. This add-on service provides the structure and oversight you need to maintain clear, reliable financial data without distraction.
Includes:
- Monthly or quarterly account reconciliations
- Transaction categorization and reporting review
- Financial statement preparation and review
- Tax and filing calendar with reminders
- Ongoing communication to ensure accuracy and compliance
Investment:
Fees vary based on average monthly transaction volume.
Purpose:
Designed exclusively to complement Stage 2 Navigate Operations. This service ensures your financial systems stay current and your books stay clean so you can stay focused on leading your business forward.
Turning Financial Complexity Into Clear Direction
With over 20 years as a CPA and finance leader, I’ve guided businesses through growth, transitions, and financial challenges of all kinds — and I’ve learned that true leadership is rooted in service. At ClearCourse Financial, my mission is to simplify complexity, uncover opportunities, and provide the clarity and confidence business owners need to move forward and lead with purpose.