At Clara CFO Group, we are passionate about helping small businesses succeed — and for companies running on the Entrepreneurial Operating System® (EOS®), having the right financial leadership is critical for real traction.
EOS® gives companies a powerful framework for setting goals, measuring success, and maintaining accountability. But many businesses hit a wall when financial leadership isn’t keeping pace with their growth. That’s where a skilled CFO becomes a key player on your leadership team.
This video describes how a CFO can help at every part of the EOS® process:
How a CFO Supports the EOS Process
Here’s how Clara CFO Group strengthens your EOS® journey:
- Weekly L10 Meetings – We participate in your L10 meetings, helping the team track financial Scorecard metrics, solve issues, and stay accountable to financial goals.
- Quarterly and Annual Planning – Your CFO is right there with you during quarterly strategy sessions and annual planning meetings — providing updated financial forecasts, risk assessments, and helping prioritize Rocks based on real data.
- All-Hands and State of the Company Presentations – We help you share the financial story with your broader team, so everyone is aligned and motivated to meet company goals.
- Financial Dashboards and KPI Monitoring – Clara CFO Group maintains easy-to-read dashboards to track key financial metrics. We help leadership teams spot trends, opportunities, and issues before they become problems.
- Cash Flow and Forecasting – Every month, we update financial forecasts using our Jirav system (valued at $20,000 per year) and provide clear cash flow projections so you can make informed decisions with confidence.
- Strategic Budgeting – We build your annual strategic budget in Q4 — setting you up for a successful new fiscal year, aligned with your company’s vision and 1-year plan.
- Real Decision Support – From hiring decisions to profitability analysis, our CFOs provide tailored recommendations backed by data — helping you move faster and smarter.
- Customized Risk and Cost Analysis – We go beyond reporting to help you implement operational improvements and cost-saving strategies where needed.
- Unlimited Support – Your leadership team will have unlimited email access to your CFO — ensuring you have financial expertise whenever you need it.
At Clara CFO, we are not coaches. We do the work with you and deliver tangible results.
Why Financial Leadership Matters in EOS®
Without strong financial leadership, companies often struggle to:
- Set the right Scorecard metrics
- Make confident hiring or investment decisions
- Hold themselves accountable to financial Rocks
- Understand whether they’re truly profitable (and why or why not)
When your finance function is running smoothly, your Visionary and Integrator can stay focused on growing the business — not fighting fires.
Real Results from an EOS® Client
“Working with Laura at Clara CFO Group has been an absolute game-changer for our business.
Last year, we decided to implement EOS®, and by chance, Clara was also beginning to do the same.
We initially invited Laura to our quarterly planning meetings but quickly realized the value she could bring to our weekly L10 meetings. Giving her insight into the day-to-day operations provided her with a deeper understanding of our business, and her support in strategic planning has been invaluable.
Laura has been a fantastic sounding board for the changes we’ve made, always keeping the best interests of the company at the forefront.
She now runs our L10 meetings, manages her own company and individual rocks, and owns the scoreboard – her contributions have truly elevated our success.”
— EOS Client, Clara CFO Group
Integrating EOS® into our business was transformational, but having Clara CFO as part of the process took it to another level.
They didn’t just help us understand our numbers—they gave us real financial insight that tied directly into our goals.
With their guidance, we built smarter financial and operational processes, set realistic (but ambitious) targets, and made data-driven decisions that aligned with our vision. Thanks to their expertise, we now have the financial confidence to scale with purpose and profitability.
— EOS Client, Clara CFO Group
About Clara CFO Group
Founded by Hannah Smolinski, CPA, and Laura Shiel, CPA & CFA, Clara CFO Group provides strategic financial leadership to small businesses through our Strategic Financial Planning Framework — tailored specifically for entrepreneurial companies.
Our team of highly experienced finance professionals brings Fortune 500-level planning to the small business world, with an emphasis on integrity, security, and results.
We’re here to help your company thrive — and we’re excited to serve EOS-run businesses with specialized Fractional CFO services.
Interested in learning how Clara CFO Group can support your EOS® journey?
Contact us today to schedule a consultation. Let’s build the future of your business together.
