Clarisent Certainty Pyramid™

EXECUTIVE SUPPORT & STRATEGY

Strategic Planning
Revenue Growth
Profitable Decision Making
Stakeholder Management

Annual Strategic Financial Plan
KPI Development
Fundraising
Acquisition/Exit Planning

EXECUTIVE SUPPORT & STRATEGY

Strategic Planning

Revenue Growth

Profitable Decision Making

Stakeholder Management

Annual Strategic Financial Plan

Budgeting

KPI Development

Fundraising

Acquisition/Exit or M&A

MANAGEMENT & REPORTING

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 & REPORTING

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

DAILY OPERATIONS

DAILY OPERATIONS

Data Entry

Expense Management

Vendor Management

Data Entry

Expense Management

Vendor Management

Invoicing

Payroll

Invoicing

Payroll

DAILY OPERATIONS

Data Entry

Expense Management

Vendor Management

Invoicing

Payroll

Certainty Service Plan

Full Service Financial Team

Bookkeeper

  • Weekly update of books
  • Monitor cash balance
  • Create & email client invoices
  • Prepare & track purchase orders
  • Receive product into inventory
  • Record & pay vendor invoices
  • Receive product into inventory
  • Record payroll & maintain payroll system
  • Prepare 1099's
  • Bank, credit card & other account reconciliations

Accountant

  • Security Procedures
  • Accuracy Processes
  • Prepare Reports for Tax Accountant

Controller

  • Financial Oversight
  • Reporting Standards
  • Accounting Best Practices
  • Tax Accountant Oversight

CFO

  • Business Strategy
  • Business Insights
  • Cost Savings Guidance
  • Monthly Financial Roadmap reporting package
  • ClearView Dashboard™
  • ClearView Roadmap™
  • Enhanced Charts
  • Monthly Strategic Financial Session
  • CFO Flex Hours

One-Time Setup

  • Onboarding
  • Customized Reports
  • QuickBooks Configuration
  • Financial Roadmap
  • Customized ClearView™ Dashboard

Bookkeeper

  • "Light" A/R Collection Work
  • Bookkeeping Catch-Up & Repair

Accountant

  • Accounting Catch-Up & Repair
  • Sales Tax Return Preparatoin

Controller

  • Financial Audit Preparation

CFO

  • Annual Stragetic Financial Plan
  • Mergers & Acquisition Support
  • Fundraising Support
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