Launching and operating a business takes perseverance and determination. All business goes through growing pains as it emerges from its infancy on the journey to maturity. During the process, you need to have solid finance strategies and the right team in place to reach your goals and attain ongoing success.
You may have taken on the role of CFO and CEO out of necessity, but now that your business is growing do you have , but are you providing the skills and experience that are needed to provide the strategic financial services your business needs to succeed?
A great CFO…
• Knows that strategy financial services take many forms.
• Understands business systems and how they can increase efficiency and profitability.
• Can look into the future and see the right path to achieve your goals.
• Provides accurate , on time financial management.
• Optimizes operations
• Optimizes profits.
A CFO understands the story that numbers tell so you can make smart business decisions. As a business owner you can have a concrete brand mission, stellar products/services, and inspiring company values, but you’ll falter if you don’t have daily fiscal management that comes with strategy financial services.
A financial strategy for business is a key component to making your vision a reality - otherwise, it’s just a dream.
Partner With Clarisent Today for Success Tomorrow
The most successful financial strategies for a business come from a team that can offer support, peace of mind, and bring value to you. At Clarisent, we don’t just provide financial services, we provide financial stewardship you need to better manage, build, invest, and discover exciting ways to make your business function better. We work with you to find cost savings, improve efficiency, and identify financial opportunities.
We help you gain better control of your business through improved accuracy, greater cash flow management, access to detailed financial and operational reports, impressive internal control, and improved business systems. Our team works alongside you so your business can thrive.
We pave the way toward greater financial awareness with the Clarisent Certainty Pyramid. It’s our approach to building a stable business.
APPROACH
Clarisent Certainty Pyramid™
Strategic Planning
Revenue Growth
Profitable Decision Making
Stakeholder Management
Annual Strategic Financial Plan
KPI Development
Fundraising
Acquisition/Exit Planning
Strategic Planning
Revenue Growth
Profitable Decision Making
Stakeholder Management
Annual Strategic Financial Plan
Strategic Planning
Revenue Growth
Profitable Decision Making
Stakeholder Management
Annual Strategic Financial Plan
Budgeting
KPI Development
Fundraising
Acquisition/Exit or M&A
Budgeting
KPI Development
Fundraising
Acquisition/Exit or M&A
Management & Monitoring
Accurate Reporting
Deep Analysis
Internal Controls
KPI Management
Improvements & Recommendations
Cash Flow Management & Projection
Profitable Decision Making
CPA Support
Business System Check-up
Management & Monitoring
Accurate Reporting
Deep Analysis
Internal Controls
KPI Management
Management & Monitoring
Accurate Reporting
Deep Analysis
Internal Controls
KPI Management
Improvements & Recommendations
Cash Flow Management & Projection
Profitable Decision Making
CPA Support
Business System Check-up
Improvements & Recommendations
Cash Flow Management & Projection
Profitable Decision Making
CPA Support
Business System Check-up
Data Entry
Expense Management
Vendor Management
Data Entry
Expense Management
Vendor Management
Invoicing
Payroll
Invoicing
Payroll
Data Entry
Expense Management
Vendor Management
Invoicing
Payroll
The Clarisent Team Provides Strategy Financial Services
You Can Depend On
Proper planning and forecasting takes a great deal of time and experience. As a business owner, you don’t have the capacity to focus on such key issues. If you spend all your time trying to understand your numbers and how to use them to move your business forward, you’re wasting valuable hours that you could instead use to maintain your business’s momentum. It’s simply not possible to be a great CEO while you’re also trying to be your own CFO, Controller, Accountant and Bookkeeper.
To do this yourself you would need to be your own...
CFO that knows the right path to financially improve your business.
Controller that manages your business processes to insure accuracy and efficiency.
Accountant for tax compliance.
Bookkeeper that records daily transactions, pays bills, invoices clients and runs payroll.
When you use strategy financial services provided by Clarisent, you can rest easy knowing you have a team of professionals focused on growing a robust financial framework, and managing procedures that get the work done. You don’t have to take on all the financial responsibilities yourself because you have the team at Clarisent at your disposal.
For a business to thrive and grow, it needs a team, not just a single player performing multiple roles. Business owners should be focused on their big vision and shouldn’t serve all roles in a company. If you are trying to juggle multiple tasks then ask yourself, “Do I really know where I am at any given moment?”
Clarisent’s financial team collaborates with you to oversee your business’s growth while meeting your daily financial needs.
Clarisent’s financial team gives you the confidence you need to know exactly where your business is headed by examining where your organization has been.
As your business continues to grow, you’re faced with new roles and responsibilities that can stretch you too thin. When that happens, you’re challenged to keep things on the right path to achieve your big vision.
This is not possible when you are :
Many business owners think that reaching out to expert CFO and financial services is only for large, extraordinarily successful enterprises and is simply out of their budget. However, nothing could be further from the truth with Clarisent.
Walking along the Clarisent path is the best financial strategies for business.
Methodology
Why our Clients sleep well at night
These are the 7 crucial financial factors Clarisent always has it’s eye on to ensure that you maximize your financial decisions:
If you are unaware of your inventory, manpower and operating expense details, you can miss important profit dynamics. With Clarisent looking deeper at your cost structures, you can consolidate vendors, reduce product costs and reduce shipping and labor costs with an eye to increasing your margins. This factor can result in thousands of dollars in potential savings or operational efficiency that goes directly to your bottomline.
You can trust that with Clarisent, money flows to keep your business humming. We work to balance your inflows with your outflows so you don’t face temporary deficits. We help you collect money faster and ensure that payments are made to the right people at the right time.
Don’t spend valuable time each month forecasting sales and income projections, thumbing through tax forms or creating expense spreadsheets. Clarisent can save you time and money through proper preparation, organization and month summaries of all key performance indicators, including:
Sales
Expense
Profitability
Marketing Performance
Financial Account
Cash Flow
A detailed chart of accounts and accurate reporting maximizes your productivity, gives insight for better planning and builds trust with shareholders, investors and creditors. With proper procedures, you can rely on the financial data that we provide. Clarisent’s full service clients enjoy our near real time ClearView Dashboard™ complete with insights and recommendations that will help you make smarter business decisions. On-demand fractional CFO support calls are included as well.
It’s not enough to know what you did in the past. It’s also important to look forward based on the past and see what’s coming in the future. Successful businesses use profit and cost centers to monitor their activities and manage cash flow. Clarisent clients use our proven financial systems to illuminate what they should do next.
Key Performance Indicators (KPI) measure key business drivers and the correct focus is placed on performance, strategic planning and operations. Clarisent provides you with a personalized ClearView Dashboard™ so you can make better financial decisions.
A business is only as successful as the team they have in place. Clarisent provides navigation, strategic planning and results-driven advice to their clients at the fraction of the cost you may pay to hire a CFO.
With Clarisent by your side, your path to financial awareness is clear. We put you in control of your business by ensuring accuracy, improving cash flow, creating financial and operational reports, establishing strong business systems, devising robust internal controls to protect your assets and giving the guidance necessary to keep your business thriving.
Five Essential Steps to Reliably Grow Your Business and Sleep Well at Night
An accounting system that provides accurate data and concise financial reports that keeps you on the right path?
A concrete financial statement?
A cash flow forecast that anticipates issues before they arise?
Access to a detailed dashboard with critical business KPIs that never leave you guessing?
A solid banking relationship with access to funds and services needed specific to your growth
THIS SHOULD HELP
Ascend to the Summit of Business Success with Clarisent
Every business owner wants their business to succeed. Clarisent provides you with the steps to help you reach the summit. Along the journey, you’ll learn five crucial things to run a healthy business and sleep well at night.
- How to set up your Accounting Software to work for you
- The importance of creating a strategic financial plan
- Cash flow forecasting
- Setting up your financial Dashboard with critical KPI information
- Why your business needs a solid banking relationship?
We invite you to click on the button below and fill in the information to receive your Financial Foundations Guide
THIS SHOULD HELP
Clarisent Examines Where Your Business Has Been to Let You Know Where Your Business Is Going
Successful financial strategies for business involve using strategy financial services like those provided by Clarisent. Our team dives deep into the details of your business with a comprehensive approach to bookkeeping, accounting, reporting, strategic planning and oversight.
Clarisent offers full-service CFO services for growing companies at a fraction of what it would cost for you to employ your own financial department. We examine your business financials closely while monitoring and protecting your financial integrity so you can better plan for the future.
When you partner with us, you can free yourself to focus on your core business because you’ll have a team of experts to watch your back.
Isn’t it time to make your business dream come true? Otherwise, it's just a dream - Clarisent can make it a REALITY.
Don’t take our word for it.
Word of Mouth
“Clarisent has been a critical success factor in our growth from a sole proprietorship to a larger international joint venture business.”
Sabine Amend, TI Communications USA
“As a small business owner, prioritizing my time is critical. After years of looking for a quality bookkeeping service, Clarisent has stepped in and taken control of a crucial piece of the business which allows me to focus on growth.”
Guy Peters, Mop Stars
“Clarisent has given me the tools and support I need to start my new business. I can tell they really care about helping us!”
Paula Devillier, Focus Construction
“Clarisent has been such an amazing resource to my firm and my only regret was not finding them sooner! I have more clarity with my finances, my books are much more organized, and most importantly, I can spend time on revenue-generating activities for my business instead of attempting to run my own books! It was simply costing me more to NOT have them, so their fees are an investment and in return I get my time back. I’ve already referred many others to Clarisent and will continue to do so. I highly recommend their services.”
Steven Harp, Colorado Wealth Group
“Clarisent worked directly on the financial projections for a launch and scale of a large organization that I created. Clarisent was effective in working with the team and contributed valued input that went far beyond the industry standard and into our thinking process. The result strongly impacted the ultimate success of our strategic plan. Clarisent is a highly professional CFO Service firm that I recommend.”
Mark Borough, Borough Wealth Management, LLC, Managing Partner, Spiritual Capitalist association, Chairman
“Knowledge of how all the pieces of a business works is truly difficult to find from CPAs and other Financial Professionals. Clarisent not only had the financial knowledge, but they asked the right questions and presented excellent alternative approaches to solving business problems. I wouldn’t be where I am with my business without them.”
Jeff Gibbs, CEO, Clearstone Sports
“Clarisent is more than an accounting service, they provide financial leadership to my organization and I view them as a strategic partner in helping to grow our mission of advancing women in business.”
Kristen Blessman, Colorado Women’s Chamber of Commerce
“I met Clarisent at a time of great transition in my business and was needing an overhaul of my financial management systems that, at the time, were a mess. My bookkeeper had made many mistakes that were costing me money, and my vendor relationships were mismanaged. Clarisent was able to very quickly and skillfully analyze my business, make sense of the problems, and then go on to recommend viable, effective solutions unlike any financial consultant had ever offered. I was so impressed I immediately hired Clarisent to provide CFO services for my small business. It has now been 14 years of working together and I can’t imagine running my business without him! Clarisent has consistently saved my business money in a number of areas, has transformed our financial management to be a seamless process, manages vendor relationships with utmost professionalism, and provides me meaningful, insightful reports that allows me to know exactly where my practice is at any given time. Beyond that, Clarisent has the uncanny ability to ask the questions most people would never think to ask regarding financial strategy, and is consistently supportive in innovating and improving our business practices. I appreciate that Clarisent always shows up with the highest integrity, and have come to really lean on him for support and clarity; his services are integral to my business. I unreservedly recommend Clarisent for CFO services for any business!”
Todd Nelson, CEO, Tree of Life Wellness Systems
“I am SO glad I met Steve Breitman! His service has saved me HOURS and HOURS of work in an area I don’t know much about and don’t want to. Taxes are a cinch to do now. That is priceless. Everything is set up properly for my corporate records and that peace of mind is significant. Thank you Steve and Clarisent!”
Jayne Sanders, CEO, Hands to Success
“Clarisent has provided bookkeeping services to my company, Sunshine Sciences, for several years. They’ve made preparation of my sales tax returns a snap. I also love that they are patient and great teachers.”
Linaya Hahn, CEO, Sunshine Sciences
“The ability to outsource our bookkeeping and accounting consistently saves hours in time and – consequently – money! By freeing us up so that we can focus on our core competencies, Clarisent has become a truly valued partner for our business”
Lindsey James-West, LKJ Financial
“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
“Clarisent is my true partner in the growth and development of my law firm. For the first time in my business life I can effectively plan and execute on our growth because, thanks to Clarisent, our books are always up to date, cash flow is clear and I can project revenues in a reliable manner. Thank you Clarisent for peace of mind that lets me sleep well at night.”
Tom Jurgensen, Optima Law Group
“I have worked with Clarisent for a few years now and would highly recommend them. I can always count on them to get back to me the same day, if not the same hour. I have delegated all of my bookkeeping to them which allows me to focus on the growth of my business. Clarisent is very helpful and always puts in the extra time needed when necessary. Clarisent gets two thumbs up from me.”
Dr. Keppen Laszlo, Executive Director, Discover Health and Wellness
“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
Is your business keeping you up at night?
Owing a financially stable business has 100% nothing to do with earning money.
Financial Foundations Guide: 5 essential steps to know exactly where your business is at now so that you can reliably grow it and sleep well at night.
When you know exactly where your business is financially, beyond the revenue that you are working tirelessly to generate, beyond barely making payroll, beyond juggling to pay your bills on time, you have the priceless intelligence to make every decision 1,000% more trusted and reliable.
When you truly understand where you are on the path to a financially healthy business, you become a clear and trusted leader in your business. When you’re a clear and trusted leader in your business, you inspire trust in your employees & vendors, you are able to grow faster, you establish more value in your business, and you’ll have the freedom to have a life again.
This FREE clarifying guide will show you the exact five most critical steps to take as a big vision entrepreneur to know exactly where your business is currently and the specific thing you need to focus on based on the specific problem you are facing right now. Even if you’re already earning 2 million dollars, knowing these time-tested steps will make a profound difference in your ability to lead, grow, and sleep well at night.
