financial acceleration
Navigating the Small Business Journey With Ease
If you are a growing business, you will ultimately get to the point where you are ready to talk to a financial officer director or CFO who can give you the professional financial advice you need to maintain your growth and meet the challenges of today’s business environment.
The problem, however, is that hiring an in-house CFO usually doesn’t make sense for a growing small business and many of the top outsourced CFO firms have services and prices tailored to larger companies.
ClearRoad sits at the epicenter of our small business client’s financial needs, which allows you to receive all of the critical benefits of having a financial professional as a member of your team, at a fraction of the cost.
Our small business financial services are designed to help you scale and recalibrate your trajectory to make sure that you’re on track to get where you ultimately want to go.
Will a Part-Time CFO Meet My Needs?
Working with an outsourced chief financial officer allows you to receive a customized suite of services that will meet the unique needs of your organization. Our approach brings years of experience tailored specifically to small business that won’t compromise on the professional standard for CFO services.
Our Small Business Financial Services Include:
- Weekly and monthly financial performance reviews
- Financial forecasting
- Educating you on how to identify and analyze your key performance indicators
- Managing your cash flow
- Improving your budgets for growth
- Preparing your financial statements
- And more!
We will regularly counsel together in order to take a thorough look at and analyze the individual components that work together to create the whole of your company. In doing so, we will advise you on where you can make adjustments to increase the financial health of your company.
why clearroad is the best route
ClearRoad Financial has experience working with companies that have had to scale, and we’ve worked with them through that scaling process. This experience allows us to proactively prescribe solutions that will aid in your business growth and avoid pitfalls.
There are many financial advisors out there who try to put business finances into one lane, but that’s a very short-sighted practice. More and more, finances are becoming integrated into marketing, operations, HR, and more. All of these components work together to create the financial ecosystem of your business. If you have a gap in talent or in your technology—if any of the legs of your stool are missing—this is going to have an impact on the financial health of your entire organization.
In addition, it’s not enough to have a bookkeeper coming in to track your dollars each month. That’s just treading water. That’s not going to give you a vision of where you’re going, or what your potential is as a company. Yes, it’s important to establish those day-to-day good practices, but you really have to look at everything. That’s the value of the CFO in today’s modern world.
accelerate your financial journey
At ClearRoad Financial, we exclusively work with companies with $10 million in annual revenues or less. We will never try to push a corporate financial model onto your small business or prescribe systems and tools you don’t need. Our technology stack is specifically developed for the needs of growing small businesses and integrates smartly with other systems and tools you’re likely already using.
We take a customized approach to working with your company. We will analyze the unique needs of your small business and advise and consult accordingly.