Run your business on numbers you can trust.
Know what made money, where cash is going, and what to do next. Every month: checked numbers, a cash forecast and a clear decision memo, with a live dashboard behind them.
A free 30-minute call, no obligation. Inspect a sample review.
QuickBooks and Xero connect directly. Other systems use agreed exports.
Busy all month, and the bank account still does not match the effort.
Clean enough books, and nobody turning them into decisions.
Revenue by month
Drag to see every view respond.
Try it free before you book
No sign-up. Nothing you type is stored.
Consider your numbers handled.
We plug securely into the systems you already use.
From usable data to clear numbers in 2-3 weeks
Book a call
Free, 30 minutes, no prep needed.
We set you up
We connect your books and build your dashboard and forecast.
Numbers every month
Your close, forecast and memo arrive every month.
Packages built around your business
Most businesses start on Operator. We size pricing to your business on a quick call.
Foundation
For owner-led businesses getting organized- Live dashboard
- Monthly reporting close package
- Cash flow forecast
- Board-ready monthly memo
- Email support
Operator
For scaling teams that need a monthly rhythm- Everything in Foundation
- Monthly working session
- Ad-hoc analysis (fair use)
- Priority support
Boardroom
For businesses with a board or investors- Everything in Operator
- Scenario & what-if modeling
- Bi-weekly working sessions
- Board meeting attendance
- Slack access
No long contract: month to month after the first 90 days. Founding clients commit to six months.
CFO-grade finance, without the CFO bill
| Comparison | ClarIQ | Finance consultant | In-house hire | Bookkeeper |
|---|---|---|---|---|
| Monthly cost | A fraction of the rest | $5,000-$15,000 | $10,000+ loaded | $300-$2,000 |
| What you get | Dashboard, close, forecast, memo | One person's hours | One hire's output | Clean books |
| Time to value | 2-3 weeks | 1-2 months | 2-4 months | Ongoing |
| Best for | Growing businesses | Bespoke needs | Larger companies | Compliance |
Each costs more, or does less.
Questions, answered
What the monthly reporting service includes
- For
- Owners of growing businesses with usable books who need a dependable view of profit, cash and the next decision.
- Bring
- Read-only accounting access or agreed exports, reconciled balances, and a person who owns the decisions.
- Receive
- A live dashboard, monthly reporting close, cash flow forecast and board-ready memo. Working-session cadence depends on the engagement level.
- Timing
- Typically live in two to three weeks after usable data and access arrive. We agree the monthly reporting deadline and responsibilities in writing.
- Boundary
- Your bookkeeper reconciles accounts and posts entries. ClarIQ reviews the reporting evidence and flags exceptions. Cleanup, tax filings, audit assurance and moving money are excluded.
- Next step
- A free 30-minute call, then a written scope and fee. The initial term (90 days, or six months for founding clients), review cadence and included revisions are agreed before paid work.
Guides from the desk (11)
Stop guessing at your own business's numbers.
We read your numbers live and hand you three quick wins, whether or not we work together.
No obligation. A real person replies within one business day.