Financial
Advisory
At ClearRoad Financial, we work with small and medium-sized businesses and non-profits with annual revenues greater than $1 million up to $10 million. We do not push a corporate financial model onto our clients or prescribe systems and tools your organization doesn’t need. Instead, we take a customized approach to working with your team to evaluate your specific financial needs and advise accordingly.
Financial Advisory Services
ClearRoad will partner with you to identify areas of opportunity for growth and clarity of reporting, as well as advise on how and what to update in your accounting system to improve your financial insights. The goal of financial advisory is to paint a clear picture of how your business is performing, using your past financials to help you make thoughtful decisions now and set you up for further success. Our Financial Advisory Services plan includes:
- Monthly/quarterly financial performance reviews with the ClearRoad team
- Identify and analyze your key performance indicators
- Develop and monitor your budgets for growth
- Interpreting your financial statements
Fractional or Interim CFO Services
If you are a growing business or non-profit, it can be beneficial to work with a director of finance or a CFO who can provide professional financial guidance, specifically on what you need to grow and scale. However, hiring an in-house CFO may not make sense for growing organizations, since many outsourced CFO firms have services and prices tailored to larger companies.
ClearRoad Financial fills this need for small and medium-sized organizations, providing the expertise of a CFO at a fraction of the cost, based on your specific needs and timeline. Our Fractional CFO Services plan includes:
- Weekly/monthly meetings with the ClearRoad team
- Cash flow projections and analysis
- Preparing reports for outside stakeholders (employees, banks, shareholders, partners)
- Financial dashboards using the Fathom platform
- Departmental analysis
- Scenario analysis (hiring, firing, asset purchases)
