Professional Services Owners, Operators and CEOs:
Do you have a Finance partner that’s as invested in your business as you are?
Someone that has mastery over your business financials and strategy?
Work with a proactive and trusted team of experts that you can discuss important business financial decisions with, and come out feeling confident and energized.
We provide Accounting and CFO Advisory services to help businesses navigate the next chapter of growth and profitability.
Stop making gut decisions based on murky, irrelevant data.
Start making smarter, well-informed decisions with insight.
There are times when intuition matters, where it is the differentiator that gives your business a competitive edge or unique process, but financial decisions are not one of these area.
Financial decisions make or break your business, in the short-term and long-term, whether you’re trying to build for stability or next leg of growth. Whether its hiring new employees, investing in new equipment or deciding marketing channels, these decisions affect how you manage the rest of your revenue and expenses.
You need data, insight and analyses to understand the immediate, direct effects and indirect effects of these decisions. We provide that for you – from square one. We clean-up, maintain your financial records, provide proactive insight on performance, and conduct research and analyses on upcoming business decisions.
So, when it comes time, you have the clear insight, aligned counsel and simple options in front of you.
Our Services
Financial Operations
Financial Operations is the backbone of any business with ambitions to grow and persist for the long-term. It all starts with the collecting, organizing and analyzing the right data.
How we make a difference:
- Rigorous monthly accounting/bookkeeping
- Improved processes for A/R and A/P tracking
- Detailed financial review and tracking of business metrics
We work with CEOs and Owners to understand their existing financial infrastructure, improve them through investment in technology and process, and then operate the stack seamlessly.
CFO Advisory
CFO Advisory is the fulcrum on which businesses leverage their data to make more informed decisions on financial management. This is a strategic, ongoing activity that generates business outcomes and returns from existing resources.
How we make a difference:
- Deeper financial analysis on key growth, margins, and operating leverage metrics, and monthly/quarterly/annual budget planning
- Research, analysis and industry expert interviews to understand new business models, pricing and market dynamics
- Financial modelling on new business lines, growth and profitability initiatives
- Balance sheet management – debt, cash and treasury management
We work with your financial data to deeply understand your financial position and industry best practices, and deliver insights on how to achieve the goals you have for your business based on the current and new financial resources available to your business.
Contact us to see how we can work together to achieve you business goals
Talk to us directly –
info@claritasbusiness.com
O: 415-320-3828
154 West 14th Street
New York, NY 10011
Let us reach out to you –
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