Grow Your Tech Company With Confidence
Our 4 Financial Minds Framework™ provides tech companies, digital agencies, IT service providers, and SaaS platforms the monthly management and strategic guidance they need to take their business to the next level of success.
Grow Your Tech Company With Confidence
Our 4 Financial Minds Framework™ provides tech companies, digital agencies, IT service providers, and SaaS platforms the monthly management and strategic guidance they need to take their business to the next level of success.
Are Financial Uncertainty and Blind Spots Holding Back the Growth of Your Business?
Whether you handle finances yourself or use a basic bookkeeper and CPA, if you lose sleep over any of the following challenges, you’ve probably outgrown your current approach to financial management.
✔ You can’t get a line of credit or a loan because your books are a mess.
✔ You’re growing fast, but you’re not confident you have the financial knowledge to get to the next level.
✔ You need advice about whether you can afford to hire staff, and your bookkeeper can’t provide it.
✔ You sell projects, but you’re not sure if they are profitable or if your invoices are accurate.
✔ Revenues are up, but you are experiencing a cash-flow crunch and you don’t know why.
✔ You struggle to get your tax return filed on time and you wonder if you could have saved more in taxes.
We specialize in helping tech companies, digital agencies, SaaS platforms, or IT service providers, implement a sophisticated, effective, and stress-free financial management system.
Stop Stressing and Guessing
The financial clarity and stability you crave are one click away.
A Wake-Up Call
Over 25 years of experience have taught us that you want financial clarity and the freedom to grow your business with more confidence and less stress.
The problem?
The traditional approach of relying on a CPA or a self-taught Bookkeeper to manage your growing business finances is fundamentally flawed.
CPAs are tax experts focused primarily on preparing your tax return and giving tax advice. Most lack the operational and business management experience needed to offer strategic business advice.
Meanwhile, most Bookkeepers lack formal training. They’re more like a data entry person than a real Bookkeeper. This leads to inaccurate reports, costly errors, and inefficiencies that hurt your business and hinder growth.
The result? Financial blind spots that slow growth, cause uncertainty, and force you to skip yet another vacation. 🤬
That’s where Clarisent’s 4 Financial Minds Framework™ swoops in like a superhero squad—combining a Bookkeeper, Account, Controller, and CFO in one affordable package.
Within a few short weeks, you get the accuracy, strategic guidance, and financial confidence you crave. Learn more
✈️ Vacation to Fiji and a piña colada, anyone? 🍹
“Clarisent is always ready to proactively create a new system or retroactively solve a problem for their clients. It’s good to know they’ve got your back.”
Matt Tatusko, CEO TrueSight Media
“Our tax accountants and bankers have been very impressed by the quality of our financial reports created by Clarisent. Clarisent’s high service level is always evident in the deliverable.”
Lynn Coit, CEO, Elsy Studios
“Before working with Clarisent, we had a number of part-time bookkeepers in and out. Our bookkeeping was not consistent and we often had issues with debt management AP and AR. After partnering with Clarisent, not only is everything organized and up-to-date, but we finally have the financial clarity we need to grow our business”
Jeff Schott, President, Co-Founder Earthvisionz
The 4 Financial Minds Framework™
A Different and Better Approach
Profitable growth comes from a symphony of expertise, not a solo performance. When you work with Clarisent, you get the combined expertise of four distinct financial specialists: a professionally trained Bookkeeper, an Accountant, a Controller, and a CFO.
This holistic team approach ensures that your financial systems are not only accurate but also strategically aligned with your business goals. Working with Clarisent will give you the confidence and peace of mind that comes only from having a savvy financial partner to provide the detailed guidance you need to make smart decisions.
A Business-Minded Bookkeeper
We hire bookkeepers only if they possess previous business experience beyond bookkeeping. Furthermore, they receive extensive training in our approach. This means you’ll have a bookkeeper who’s not only meticulous but that understands your numbers at a strategic level and can answer complex questions.
An Advanced Accounting Specialist
While Clarisent does not prepare tax returns (you can keep your current CPA or use one of our recommended partners), our monthly management, analysis, and year-end document preparation provide everything you need to stay compliant, minimize your tax liability, and file your return on time.
A Confidence-Building Controller
The mind of a Controller is focused on developing strategic systems and reporting protocols that guide the day-to-day financial tasks of your Bookkeeper and Accountant. The Controller’s work creates the engine that powers the efficiency and financial guidance provided to you by the CFO mind.
A CFO That Drives Smart Decisions
Basic Bookkeepers and tax-minded CPA’s can only take you so far. To realize your business goals and vision, you need strategic guidance. A person who works where finance and operations meet to understand where your business is headed, track cash flow, anticipate the future and make proactive course corrections. You need the mind of a CFO leading your financial team.
By addressing all aspects of your company’s financial health—from tax compliance and accurate bookkeeping to strategic planning and operational efficiency—critical business decisions become a breeze. Sleepless nights transform into a snorefest. You stop walking and start gliding through your day on a cloud of confidence.
Ok, maybe we’re getting a bit carried away, but our services do offer a fundamentally different approach to running a business that provides more take-home pay, less stress, and a boatload of freedom.
Experience the Difference
Take advantage of our free 4 Financial Minds Analysis.
Specialized Services
At this point in your growth, you need a specialist not a generalist. That’s where the 4 Financial Minds come in. Our comprehensive services are offered in one seamless, affordable package tailored specifically to the unique needs of growing tech companies, IT service providers, digital agencies and SaaS businesses.
ClearPath Setup™
A strategic setup of your systems that ensures an efficient transition and provides the structure we’ll use to guide your growth.
Beyond the Numbers
Bookkeeping™
A monthly bookkeeping service provided by highly trained experts that turns your books into a strategic business asset.
Strategic Planning
and Guidance
A monthly service that combines the Accountant, Controller, and CFO minds to provide the financial guidance you need to succeed.
Get Your Free Financial Analysis
The best way to understand how the 4 Financial Minds Framework™ can revolutionize your business (and life) is to take advantage of our free financial review Here’s what you’ll get:
- A 45-minute diagnostic conversation
- A QuickBooks assessment to see if your current setup is helping or hindering your growth
- A custom-configured service plan
- A copy of our Tech Growth Guidebook
What you won’t get is the hard sell. Whether you hire us or not, the review will provide valuable insights you can use to take your growing business to the next level of success.
Get clarity, confidence, and stress-free growth.
Copyright © 2024 Clarisent. All Rights Reserved.