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ClearCourse Financial logo featuring a teal mountain and compass with gold star, symbolizing financial clarity and direction. The tagline “Navigate • Ascend • Thrive” represents the firm’s mission to guide entrepreneurs and business owners toward sus
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Stage 4: Thrive Advisory™

Financial Sustainability and Long-Term Strategy

Focus:
Elevate from financial leadership to long-term profitability, sustainability, and resilience.
Best Fit For:
Established businesses seeking strategic financial direction and executive-level planning.
Purpose:
A thriving business serves both your goals and your life. In this phase, you move beyond interpreting results to actively shaping the future. Together, we align your financial systems, operations, and goals into a cohesive plan grounded in clarity, confidence, and purpose. Whether preparing for growth, transition, or succession, you gain peace of mind knowing your business is positioned for lasting impact and success.
Outcome:
Your business is built to last. Financially sustainable, resilient, and guided by a clear vision for lasting impact and a legacy of success.
Timeframe:
Begins when you are ready for an ongoing executive relationship that evolves with your business, guiding long-range growth, expansion, and legacy initiatives.

Deliverables – Clear visibility into where your business stands and what’s next:

  • Monthly executive reviews to assess performance, refine financial direction, guide strategic priorities, and plan forward initiatives.
  • Strategic performance review and long-term roadmap.
  • Profitability and margin improvement analysis.
  • Advanced forecasting and multi-scenario modeling.
  • Funding, financing, and investor preparation support.
  • Tax efficiency and entity structure review.
  • Direct email and phone access between meetings for questions, updates, or guidance.
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Turning Financial Complexity Into Clear Direction

Professional headshot of Rebecca Mauga, CPA, wearing a royal blue blazer and black top, smiling in front of a modern office background.

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.