Clarity at Every Level. Confidence at Every Stage of Growth.
Whether you’re looking for insight, a clear roadmap, or an ongoing financial partner, we meet you where your business is today and help you move forward with confidence.
Our work is built around a proven, three-stage process. We Diagnose what’s really driving your financial challenges, Design a plan that aligns with your goals, and Drive execution as your business grows and changes.
How We Help Business Owners Move From Financial Stress to Control
Our work follows a simple, intentional progression. We diagnose what’s really happening, design a financial system that creates clarity, then help you operate with confidence going forward.
Diagnose: Financial Clarity Diagnostic Fixed Fee $1,500
This is where every client starts. We take a focused, objective look at your financials to uncover what’s driving stress, what’s working, and what actually needs attention right now.
Pre-work financial review and intake.
60–75 minute diagnostic session.
Clear assessment of cash flow, profitability, and risk.
A simple scorecard and priority summary.
Clear next steps, whether you move forward with us or not.
What’s Included
Design: Financial System & Roadmap Fixed Fee Project (typically $5,000 - $8,000)
Once we understand what’s really happening, we design the financial system your business needs to operate with clarity. This turns insight into structure and replaces guesswork with confident decision-making.
What’s Included
Cash flow and forecasting framework.
Owner pay and profitability clarity.
30, 60, and 90 day financial priorities.
Decision rules tied to real numbers.
A clear operating roadmap aligned with your goals
** Design is available after completing a Diagnostic and is tailored to what your business actually needs.
Drive: Ongoing CFO Partnership Custom monthly engagement
For owners who want continued support, Drive is an ongoing CFO partnership that helps you operate the system we designed, adapt as the business evolves, and make confident decisions month after month.
What’s Included
Ongoing financial leadership and guidance.
Cash flow monitoring and forecasting.
Regular reviews with clear priorities.
Decision support as the business grows and changes
** Drive is not required. It’s for owners who want a long-term financial partner.
How the process works
Most clients start with a Diagnostic to get clarity.
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From there, we design a financial system tailored to their business.
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Some continue into an ongoing partnership to help run that system with confidence.
Frequently Asked Questions
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Getting started is simple.
Most clients begin with a Financial Clarity Diagnostic. This is a paid assessment where we review your financials, identify what’s driving stress or uncertainty, and clearly outline your priorities.
From there, you can decide whether you’d like help designing a financial system to address what we uncover, or simply take the insights and move forward on your own.
There’s no pressure to continue. The Diagnostic stands on its own and gives you clarity either way.
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Because it’s real analysis, not a sales call. You leave with clarity and direction whether we work together beyond that or not
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No. Many clients do, because Design solves the issues uncovered, but the Diagnostic stands on its own.
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Business owners with solid revenue who want clarity, control, and less financial stress.
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Clearpoint focuses on clarity and control.
We work primarily with business owners whose revenue is solid, but whose financial decisions still feel stressful or unclear. Instead of dropping spreadsheets on your desk, we help you understand what’s happening in your business, why it feels the way it does, and what to do next.
Our process is intentionally structured. We diagnose first, design a financial system second, and only then step into ongoing support. That means we don’t guess, we don’t jump to solutions, and we don’t force you into a long-term engagement before clarity exists.
The result is calmer decisions, better use of cash, and a business that feels manageable again.
