Clarity CFO Advisory
A fractional CFO for small and growing businesses and nonprofits. I check that your records, filings and reporting are in order, then build the cash forecast and reporting on top.
About 3 minutes. You get a 0 to 100 score and the three things to fix first.
New York licensed CPA. 15+ years in audit, private equity, government and nonprofit finance. US-based.
Three steps. About 3 minutes.
About a dozen quick questions on your books, cash, reporting, and filings.
A 0 to 100 score and the three things to fix first.
If it helps, we talk through your score and next steps.
Start with clean books, add the forecast, then bring in ongoing CFO support.
Outsourced bookkeeping and accounting so your books are current and closed every month.
Starts at $1,500/mo
Fractional controller services: everything in Clean Books, plus the forecast and reporting to plan ahead.
Starts at $3,500/mo
Fractional CFO services: everything in Clarity Engine, plus ongoing CFO support every month.
Starts at $7,500/mo
Final price depends on the size and condition of your books and is confirmed after your Clarity Check score. Catch-up and clean-up work is quoted separately.
I also work with construction and other project-based businesses.
I have spent more than 15 years in Big Four audit, private equity, government finance, and nonprofit accounting. I started Clarity CFO Advisory to give small organizations the same clear financial picture larger ones take for granted. I am licensed as a CPA in New York.
Short answers before you start.
A short check that takes about 3 minutes. You answer questions about your records, filings and reporting, and you get a 0 to 100 score with the three things to fix first.
No. The check runs on your answers only. I don't need software access or documents to give you a score.
You see your score and the three priorities right away. If you want to talk it through, you can book a time to meet with me. There is no requirement to do so.
Small and growing businesses and nonprofits that want to know how far they can trust their books, cash view and reporting.
YOUR NEXT STEP
Take the Clarity Check. About 3 minutes. You get a 0 to 100 score and the three things to fix first.
No software access needed.
Clarity CFO Advisory
Clarity CFO Advisory LLC, Florida.
Results vary; nothing on this site is a guarantee of any outcome. Not included: tax preparation, payroll, audit or attest work.