problems we solve
Sound like the problems you’re facing?
Your marketing tools and AI agents are generating more leads than ever—your inbox is full of prospects and opportunities. But instead of following up, closing deals, or serving clients, the day gets spent reconciling transactions and fixing QuickBooks. As AI accelerates marketing and lead generation across your industry, every hour spent on bookkeeping is an hour not spent capturing revenue or building deeper, more defensible network.
We help FOCUS YOUR TIME on core value drivers of your business: client relationships and delivering great work.
What worked when your business was smaller stops working as it scales. Automations keep breaking, large transaction volumes create backlogs, complexity increases exponentially; the “1–2 hour weekly bookkeeping task” quietly turns into six months pile-up. Now, you’re flying blind – you can’t differentiate profitable/unprofitable clients, projects and opportunities, because you just don’t have the visibility or clarity between financials and operating metrics.
We SIMPLIFY AND MAINTAIN your financial systems to provide clear and timely insights as your business changes.
You’ve been handling the finances yourself—tracking revenue and expenses, paying bills, and keeping things mostly organized. But financial decisions are starting to matter more: new hiring timing, investments in growth, resource allocation, cash flow management for new opportunities. Without budgets, forecasts, models or KPI tracking—and without an experienced second set of eyes—it’s hard to know if the numbers truly support the decisions you’re making.
We are EXPERT PARTNERS that bring oversight, experience and acumen to your business so you always have the right information to make confident decisions.
The Real Problem We Solve:
Most growing service businesses eventually reach a point where:
- Books exist but can’t be fully trusted
- Financial decisions rely on instinct instead of data
- Detailed, valuable reporting and analyses takes too long to produce
- Founders becomes the finance department
Without reliable financial systems, it becomes harder to understand profitability, plan hiring, or manage cash flow.
WHO WE SERVE
We are focused on service-based businesses, nationwide
We work with owners that are actively involved in scaling their business – whether it be field operations/service delivery, managing teams or sales.
We typically work best with clients that have $500k-$3M in Sales, 3-25 employees, and a strong desire to develop disciplined financial systematization.
Marketing, Ads and Media Content Agencies/Studios
Law Firms and Legal Advisory
Repair, Maintenance, Remediation and Janitorial
Value-added Business, IT and Real Estate Services
Services We Offer:
We work with you to find the right selection of services to ensure that your business is set up for the best financial outcomes.
Bookkeeping , Payroll and Financial Reporting
- Monthly Financial Statement Preparation
- Bank and Credit Card Monitoring and Reconciliation
- Bill Pay and Invoice Management
- Payroll and Compliance – Full-Time, Part-Time and Contractors
- Accounts Receivable, Accounts Payable and Cash Conversion
Financial Controllership
- Annual, Quarterly and Monthly Budgeting
- Financial Systems and Process – Design and Implementation
- Revenue, Expense and Cash Flow Forecasting
- Business Analysis, KPIs, and Metrics Tracking
Fractional CFO and Strategic Advisory
- Business Plan and Valuation Modeling for Transition Planning and M&A
- Growth and Profitability Strategic Advisory (Pricing, Hiring, Market Positioning, Cost Optimization and much more)
- Capital Raising from Banks and Investors – Business Plans, Term Sheet Structuring and Negotiation
- External Investor Reporting and Management
What We Typically Find:
When reviewing financial systems for service businesses in the $500k–3M range, we frequently see:
- Books that are technically “done,” but not reliable enough for decision-making
- No clear view of true profitability by client, project, or service line
- Cash flow surprises caused by poor budgeting and forecasting
- Financial reports that exist, but aren’t useful for running the business
- Owners spending valuable time fixing bookkeeping or chasing their bookkeepers, instead of growing the company
These issues are extremely common, and usually solvable with the right financial systems.
HOw it works
We leave nothing to chance when it comes to providing you with the right solution
We believe choosing a financial partner should feel clear and confident—not uncertain. That’s why our onboarding process is structured to show you exactly how we work, what to expect, and how we quickly we can drive immediate value.
1
FINANCIAL DIAGNOSTIC (30 MINS)
We review your books, financial systems, and reporting to understand how your finances are currently managed and where improvements can create immediate value.
2
CLEAR PATH OF ACTION (WITHIN 48 HOURS)
You receive a clear summary of issues identified, recommended improvements, and a proposed scope of work with transparent pricing.
3
ORGANIZE AND ONBOARD (1 WEEK)
We organize your financial data, implement the right systems, and correct any historical errors to set the right foundations moving forward.
4
DELIVER VALUE
We manage the ongoing financial operations of your business—providing reliable reporting, cash-flow visibility, and financial analyses and strategic insight.
What You’ll Learn in the First Call:
After our initial conversation, you’ll know:
- Whether your books are reliable, and existing gaps
- Where financial risks or inefficiencies exist
- What financial systems your business should have in place
- Whether working together makes sense
No commitment required.
WHY US?
The Claritas Difference
The Claritas Way
What you can expect from us:
- Clean, accurate bookkeeping, reporting, and analyses driven by experienced former Wall Street-trained experts
- Clear deliverables, standards of conduct and cadences, so you know exactly what you’re getting
- Responsive live and async communication to ensuring “closed-loop” interactions on questions and issues
- Proactive, informed engagement, so you don’t have to keep repeating yourself or following up
The Typical Way
What you usually get:
- Messy, end-of-month scramble by inexperienced practitioners, or low-stakes offshore agencies
- Fluctuating cadence of work, with inconsistent deliverables, timing and throughput
- Absent or lagging communications around items that need urgent responses for key deadlines or third-parties
- Constantly repeating information, context or knowledge-share so that operating assumptions can be adjusted