We put the eyes of an experienced CFO on your books, clean them up, and give you the information and guidance you need to move your business forward.
I understand the frustration and worry you feel when the financial management of your business is reduced to checking your bank balance every day. I know what is like feel broke while you make money.
For those aspiring to expand, the next step may involve engaging a fractional CFO—a seasoned leader who collaborates with you to define your financial objectives, strategize how to achieve them, and track your progress. Our approach is straightforward. Simplicity fosters understanding, understanding drives action, and action yields measurable results. If your business is poised for growth or has encountered obstacles along the way, let’s explore how Claritas Fractional CFO services can be the catalyst
In my 25-year career as a corporate CFO, I worked with business owners to clarify their financial goals and keep them on track by getting their bookkeeping organized, caught up, and transformed into a reliable source of information used to grow their businesses, increase their profitability, reduce their taxes and achieve their goals.
And CLARITAS can do the same for you.
Larry Ward
Chief “Get it Done” Officer
Claritas
Claritas is a cost-effective answer to your business’s need for strategic financial expertise and leadership. We will work with you to develop your goals, set your strategy, and turn ideas into outcomes. We will identify the crucial elements of success and be with you every step of the way.
Not ready for a Fractional CFO? Claritas Bookkeeping will organize and keep your books tight. Once a month we will meet virtually with you to review your financial statements and financial performance.
Have your books fallen behind and become a mess? No problem. We will review, catch up, fix and reconcile everything going back months or even years to get them complete, accurate and tax ready.
Leverage the strategic expertise and guidance you need to navigate complex financial challenges, make informed decisions, drive growth, and achieve your goals without committing to the costs of a full-time CFO and bookkeeping staff.
Knowing where you are going and having the information to course correct when needed will take the stress out decision making. Reliable information will give you the confidence to move your business forward.
Ultimately, life is about more than work. Claritas will take work off your plate and give you tools to efficiently manage your business and measure your progress toward your professional and personal goals.
In a 15- 20 minute call we will learn a little about your business and current bookkeeping situation, and you will get all your questions answered.
We will do a comprehensive review of your business’s books and documents, and put your bookkeeping and financial management back on track .
You’ll rest easy having confidence that your business is under control and heading in the right direction.
Claritas is a fractional CFO and bookkeeping firm focused on small business. Larry Ward reviews all bookkeeping work and performs all fractional CFO services. He brings his experience as a CPA and CFO to all work performed for your business.
So if you are a small business and check any of these boxes…
…. Claritas is the answer whether its bookkeeping, CFO Services, or anything in between.
Ready to Get Started?
Advisory Bookkeeping Services:
Every month you will receive your company's Balance Sheet , Profit and Loss, and Cashflow Statements.
We will review your financial reports with you, answer your questions and highlight financial trends and issues . You will have the benefit of an experienced CFO reviewing your reports and providing insight into your business’s performance.
Be ready for tax time with our daily focus on deductions. No more scrambling at the end of the year. Maximize your ductions and reduce your tax prep fees.
You will have timely, accurate numbers giving you more confidence in the business decisions you make.
Every penny you earn or spend will be accurately categorized to maximize your deductions and support meaningful reports on the performance of your business.
We will clean up prior periods that need it and eliminate the uncertainty you may have regarding liabilities that may be there.
Fractional CFO Services:
“Revenue is vanity, profit is sanity but cash is king”. Cash is the oxygen that keeps your business alive. It is our number one focus as your fractional CFO. Every month we will revise your cash flow projections and spot cash crunches before they happen.
It all starts here. We will work with you to define your long-term financial goals and map a strategy to achieve them.
“If you don’t know where you are going, any road will take you there.” Your budget is the short term plan aligned with your long term goals. It is a tool for effectively allocating resources and planning for significant expenditures.
Change is the only constant. As conditions change we will monitor your business’s performance, project the impact on your cash flow and profitability and recommend corrective actions.
“What gets measured gets improved.” We will boil your goals down to 2 or 3 key financial performance indicators such as gross margin, net profit or sales volume and use them to systematically measure your progress.
“Looking the part helps you get the chance to fill it” We speak the language and know what your stakeholders want to see. We will present your company’s financial performance and strategy in the best light to bankers, lenders, investors and other stakeholders you rely upon.
Take the first step….
free bookkeeper’s tax guide
