Executive Financial Clarity
Financial & KPI Diagnostic
A comprehensive audit of your current financial health, identifying the root causes of cash unpredictability and profitability gaps.
CFO Operating System Build
Implementation of a structured framework for your business, focusing on automated reporting, strategic KPIs, and operational efficiency.
Monthly CFO Review
Bi-weekly deep-dive meetings to analyze your financial dashboard, cash flow forecasts, and profitability analysis for real-time decision-making.
Quarterly Planning
Strategic planning sessions focused on growth decisions, pricing optimization, and owner distribution strategies for sustainable expansion.
$1,500
Foundation Tier
Under $500K Annual Revenue
- Executive Financial Dashboard
- Monthly Cash Flow Forecast
- Profitability Analysis
- Monthly CFO Strategy Meeting
Executive Financial Clarity
Transparent pricing tiers designed to scale with your business complexity and revenue potential.
$2,500
Growth Tier
$500K - $2M Annual Revenue
- All Foundation Benefits
- Quarterly Planning
- Advanced KPI Scorecard
- Owner Recommendation Summary
$5,000
Scale Tier
$2M - $5M Annual Revenue
- All Growth Benefits
- Strategic Expansion Planning
- Deep-Dive Profitability Analysis
- Quarterly Strategic Review
Scope Boundaries
Clearline does not replace bookkeeping, payroll, or CPA tax work.
We do not provide audit or assurance services.
Legal, investment advice, or regulatory compliance are outside our scope.