Is this bookkeeping, accounting, or tax?

No. We don't do bookkeeping, tax, or audit. We sit on top of your existing books and turn them into decisions. If your books need clean-up first, we'll tell you and refer a great bookkeeper.

How much does it cost, and how is it different from hiring?

Pricing is tailored to your business, your systems, and how much hands-on advisory you want. A finance manager or consultant means a six-figure salary, or thousands a month for one person's hours; we deliver a productized package built on heavy automation, so we price well below either for comparable monthly output. Tell us about your business on a quick call and you'll get an exact quote, no obligation.

Is my financial data safe?

Yes. We work from read-only access wherever possible, never move money, and never alter your ledger. Your data stays encrypted in transit and at rest with tightly controlled access, we'll sign a confidentiality agreement on request, and you can revoke our access at any time.

What kind of businesses do you work with?

Growing businesses that have outgrown gut-feel finance, whatever accounting system you run. If you have real revenue to manage and want it turned into decisions, you're a fit.

What do you need to start, and how fast is it?

Read-only access to your accounting system and a short kickoff call. Your dashboard and first forecast are typically live within two to three weeks.

Yes, after the initial term. Founding clients commit to six months. Standard plans are month to month after the first 90 days.

Financial clarity for growing businesses

Run your business on numbers you can trust.

Every month you get a live dashboard, numbers checked and locked, a cash flow forecast, and a memo you could hand to a board or a bank, all for well below the cost of a full-time finance hire.

A free 30-minute call, no obligation. We read your numbers live and leave you with three quick wins.

Works withQuickBooksXeroNetSuiteSageFreshBooksZoho Books

Sample dashboard · interactiveLive

Monthly revenue

$462,349+$42.5k/mo

Net margin

21.9%+2.8 pts

Months of cash

15 wks+5 wks

Revenue by month

Recurring versus one-time revenue.

Model new recurring revenue

Drag to see the impact ripple across every view.

+$42,500/mo

$0$60k/mo

Sample data · your live version runs on your own books Updated monthly

5-day

Monthly reporting close, not 30

100%

Every figure traces to source

39-60%

Below a typical finance hire

2-3 wk

From kickoff to live dashboard

Sound familiar

A profitable business, and the numbers still feel like fog.

Most growing businesses have clean enough books and no one turning them into decisions.

01You learn a customer or product is unprofitable months too late.

02Cash swings month to month and you are guessing how long it will last.

03You pay for bookkeeping but still fly blind on what is coming.

04Board or lender meetings start with a scramble, not a memo.

What you get

Consider your numbers handled.

We plug securely into the systems you already use and deliver working numbers every month, not a PDF you read once.

Your booksQuickBooks, Xero, NetSuite…

ClarIQ

Reconciling ledgers

Live dashboardYour numbers at a glance

Monthly reporting closeClosed and explained by the 5th

Cash flow forecastNo more cash surprises

The monthly memoThe three moves to make next

How it works

From first call to clear numbers in under three weeks

Step 1

Book a call

A free 30-minute call. We read your numbers live and hand you three quick wins.

Step 2

We set you up

We connect your accounting system and build your dashboard and first forecast. Live in about two weeks.

Step 3

Numbers every month

Your full package plus a working session, every month. Cancel anytime after the term.

Where we fit

CFO-grade finance, without the CFO bill

	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

ClarIQ

CostA fraction of the rest
You getDashboard, close, forecast & memo
Live in2-3 weeks

Finance consultant$5k-15k/mo

In-house hire$10k+/mo

BookkeeperBooks only

Each costs more, or does less.

Engagement levels

Packages built around your business

Most businesses start on Operator. We size pricing to your business on a quick call.

Foundation

Tailored pricing

Tailored pricingFor owner-led businesses getting organized

Live dashboard
Monthly reporting close package
Cash flow forecast
Email support

RECOMMENDED

Operator

Tailored pricing

Tailored pricingFor scaling teams that need a monthly rhythm

Everything in Foundation
Monthly memo, ready for your board or bank
Monthly working session
Ad-hoc analysis (fair use)
Priority support

Boardroom

Tailored pricing

Tailored pricingFor businesses with a board or investors

Everything in Operator
Scenario & what-if modeling
Bi-weekly working sessions
Board meeting attendance
Slack access

Get your quoteOne call, a tailored quote, no obligation.

The payoff

What changes when your numbers are clear

Know how much cash you have, and how long it lasts, any day you ask. Not weeks after the month ends.

See exactly which customers, products, or services actually make you money.

Walk into any meeting with a one-page memo and three clear decisions.

Catch a margin or cash problem a full quarter before it bites.

The clarity call is free, and there is no long contract. Cancel anytime after the initial term.

FAQ

Questions, answered

Get started

Stop guessing at your own business's numbers.

Book a free 30-minute clarity call. We read your numbers live and hand you three quick wins, whether or not we work together. No prep needed.

Book Today

Free call, no obligationRead-only accessAlways confidentialhello@clariqadvisory.com