A comprehensive assessment of your current financial foundation to identify gaps, risks, and opportunities.
Includes:

• Chart of accounts review

• Reporting & compliance requirements

• Banking and credit structure assessment

• Financial data quality check

• Department-level performance analysis

• Inter-company transaction review

• Systems & integration audit

• Internal controls evaluation

• Full financial health diagnostic

Turn your numbers into actionable insights with clean, reliable reporting that founders can actually use.
Includes:

• Monthly statement review and commentary

• KPI tracking and performance dashboards

• Custom financial reports & board decks

• Variance and trend analysis

Plan ahead with forward-looking financial models that guide decisions and reduce surprises.
Includes:

• Strategic financial plans

• Detailed budgeting (company + departments)

• Scenario planning & long-term projections

• Identification of growth drivers

Support for founders navigating inflection points, strategic decisions, or rapid scaling.
Includes:

• Growth roadmap design

• Market expansion analysis

• M&A preparation & due diligence support

• Capital investment strategy

• Cost structure and operational optimization

Understand, predict, and optimize your liquidity to keep the business healthy and decisions grounded in visibility.
Includes:

• Cash flow forecasting

• Working capital optimization

• Bottleneck identification

• Operational efficiency improvement

Strengthen trust, reduce risk, and navigate audits or regulatory reviews with confidence.
Clearview CFO Services helps companies prepare, organize, and optimize their financial operations to stand up to external scrutiny — without the stress.

Includes:

• Audit readiness & full support during external audits (Big 4, regulatory, investor)

• Documentation preparation & coordination with auditors

• Risk and compliance assessments

• Internal controls review & remediation plans

• Process optimization for scalable, compliant operations

• Policy development (accounting, finance, procurement, approvals, authorization)

• Systems and workflow improvements for repeatable, audit-proof processes