Fractional controller services

Everything in Clean Books, plus the forecast and reporting to plan ahead.

About 3 minutes. You get a 0 to 100 score and the three things to fix first.

WHAT THIS COVERS

Books you can trust, plus the forecast to plan ahead

Clarity Engine adds forward-looking reporting to clean books, so decisions are based on where the business is headed, not only where it has been.

What's included

  • Everything in Clean Books
  • 13-week rolling cash flow forecast
  • KPI one-pager
  • 12-month financial plan

Starts at $3,500/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.

WHO THIS FITS

Is Clarity Engine the right level?

Clarity Engine fits small and growing businesses and nonprofits whose books are in good shape and that want a cash flow forecast, a KPI one-pager, and a 12-month plan. Start with the Clarity Check and your score shows where you stand.

HOW THE CLARITY CHECK WORKS

Three steps, about three minutes

1

Answer the questions

Tell us about your books and reporting. No software access needed.

2

Get your score

You get a 0 to 100 score and the three things to fix first.

3

Choose what's next

If you want help, you can meet with Sophia to talk through your score.

FREQUENTLY ASKED QUESTIONS

Questions about Clarity Engine

Short answers before you start.

Do I need Clean Books first?

Clarity Engine includes everything in Clean Books. If your books are behind, catch-up and clean-up work is quoted separately after your Clarity Check score.

What is the 13-week cash flow forecast?

A rolling forecast of expected cash in and out over the next 13 weeks, so you can see tight spots before they arrive.

How is the price set?

Clarity Engine starts at $3,500/mo. The final price depends on the size and condition of your books and is confirmed after your Clarity Check score.

What is not included?

Tax preparation, payroll, and audit or attest work are not included.

YOUR NEXT STEP

See where your books and reporting stand

About 3 minutes. You get a 0 to 100 score and the three things to fix first.

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.