Service Packages

When you work with Clarisent, you can have access to a team of experts that focus on your specific financial needs. Our client packages are designed with you in mind:

Clarisent Core (Package 1)

Annual Strategic Plan, C-Suite Collaboration, Strategy, Dashboard with Custom Reports and Enhances Charts, Insights, Tax Accountant Oversight, Cost Savings Guidance, Monthly Meeting, Action Items.

Clarisent Complete (Package 2)

Annual Strategic Plan, C-Suite Collaboration, Monthly Meeting with Strategy, Three (3) levels encompassing a Dashboard with Custom Reports and Enhances Charts, Insights, Tax Accountant Oversight, Savings Guidance, Action Items.

Fractional CFO (Package 3)

Annual Strategic Plan, C-Suite Responsibility and Collaboration, Key Decisions, Stakeholder Engagement, Mergers & Acquisitions, Designation Staff Supervision, Banking, Cash Management, Financing Support, Fundraising, Exit Planning, Board Presentations.

As well as special projects (such as) Custom Chart of Accounts, System Design, Cleanup, Loans, Financing, Technology Improvements.

Contact us to learn which package will yield you the financial stability and business expansion you want and deserve. ClearPath@GetClarisent.com

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