Financial
Services
At ClearRoad Financial, we understand that there are unique challenges facing small and medium-sized non-profits and businesses, and we’re prepared to help you meet them with confidence. Our financial services fall into three key areas: organization, administration and advisory.
Bookkeeping services
Our outsourced bookkeeping services include:
- QuickBooks Online set up, catch up and clean up
- Transaction Entry + Monitoring
- Invoicing
- Bill Payments
- Reconciliations
- And more!
In addition, we include a monthly performance review to help you get and stay on track for future financial growth. Financial consulting services from ClearRoad can help turn bookkeeping into business growth.
Financial Organization
Our outsourced, cloud-based bookkeeping services are provided through QuickBooks Online. These include:
- Set-up, catch up, and clean up of your existing books
- Weekly transaction entry and monitoring
- Reconciliations
- Compliance review
In addition, we include a monthly performance review to help you stay organized, and we can prepare your year-end reporting to share with your CPA during tax season. ClearRoad does not complete or submit tax filings for clients.
Financial Consulting
Outsourced bookkeeping services are only the beginning to managing your company’s financial health. It is simply the first step in positioning your company for smart growth.
Our finance consulting is designed to help you see where your business can make improvements and implement more advanced strategies to give you the room to scale with ease. We will build or review your budget and see where you can eliminate waste, prepare for the future, and maintain discipline for the sake of your bigger goals.
We will counsel you on best practices that will prepare you to compete with the businesses of tomorrow.
Financial Administration
ClearRoad offers administrative support to help your organization run smoothly, including:
- Payroll Services
- Accounts Receivable
- Accounts Payable
We can also help maximize the efficiency of your current financial systems with tech integrations and solutions tailored for your business.
Financial Advisory Services
Our small business financial consulting services can provide a 360-degree view of your company’s financial performance.
Our Advisory Services include:
- Establishing Key Performance Metrics (KPIs) that align with your company goals
- Reviewing departmental performance against company
- Weekly and monthly financial performance reviews
- Financial forecasting
- Managing cash flow
- Creating and improving budgets
- Preparing financial statements
- Benchmarking current performance
Small Business Financial Advisory
As your company scales, your financial health can be impacted at all levels, HR, marketing, sales, turnover, and more. Our small business financial consulting services allows you to partner with a qualified financial officer on a part-time basis to ensure a 360-degree view into the company’s financial performance.
Our Small Business Financial Services include:
- Benchmarking current performance
- Establishing Key Performance Metrics (KPIs) that align with your company goals
- Educating you on how to identify and analyze your KPIs
- Reviewing departmental performance against company
- Weekly and monthly financial performance reviews
- Financial forecasting
- Managing cash flow
- Creating and improving budgets
- Preparing financial statements
- And more!
We will regularly meet together to assess the current and future needs of your business.