As a founder, you make financial decisions every day and often without the clear, timely insight you need. Many of the business owners we speak with are growing, but are still wondering:
- Where is the money actually going?
- Why does cash feel tight if revenue looks strong?
- How do I fund the next big move with confidence?
At Clara CFO Group, we’ve spent years perfecting a clear process. It helps you move from financial uncertainty to confident, data-driven decisions. It’s been specifically designed for mission-driven, service-based businesses that earn $2M to $20M in annual revenue.
We have a simple goal: help you boost profits, safeguard your mission, and actualize your vision.
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Start Here: Discovery Call
Every client relationship begins with a discovery call.
This is a focused conversation where we:
- Learn what is happening in your business right now
- Understand why you’re seeking support
- Clarify what “success” looks like for you going forward
- Share whether our fractional CFO services are the right fit for your stage and goals
From there, if it appears we can help, you move into the first formal step of our proven process, The Financial Clarity Solution™ : the Financial Health Assessment.
Step 1: Financial Health Assessment
The Financial Health Assessment is a diagnostic tool used to assess the financial health of your business.
During this engagement, we:
- Access your QuickBooks Online (or other accounting software) file
- Review your balance sheet and profit & loss statement
- Assess how clean and reliable your accounting records really are
- Identify any red flags or areas that need clean-up in your reporting
- Run your financials through eight key financial metrics we use as indicators of health
You receive:
- A score across each of the eight metrics
- A clear explanation from a CFO on a dedicated call
- An overview of what’s working, what’s at risk, and where improvement is most urgent
Common issues we uncover include:
- Overstaffing relative to current revenue levels
- Misaligned or unprofitable pricing
- Heavy debt service that constrains cash flow and growth capacity
- Financial reports not giving the insights needed for decision making
- Investment & timing:
- Investment: $1,000
- Timeline: about 1–2 weeks
The outcome is clarity: you walk away knowing where you stand and what is top priority for improving your financial health.
Step 2: Strategic Financial Foundation Project
When we spot issues we can address, we often recommend moving forward with a Strategic Financial Foundation Project.
This is where we move from diagnosis to action. We customize the project to your business, but it often includes:
- Accounting and reporting clean-up
- Strategic budget development
- Cash flow forecasting and scenario planning
- KPI (key performance indicator) development
- Pricing analysis where margins or rates appear off
- Labor and capacity analysis (including where roles may not be aligned with revenue)
For many founders, this is the first time they:
- Truly understand their P&L and balance sheet
- See their cash flow mapped into the future
- Have a strategic budget that reflects both their mission and profitability goals
The project is designed to relieve the core financial pain points that brought you to us—whether that’s cash flow struggles, lack of clarity, or uncertainty about a big upcoming decision.
Typical scope and investment:
- Timeline: often 2–3 months on average, sometimes up to 4 months depending on complexity
- Investment: Typically starts at $15,000
By the end of this phase, you’re not just getting reports—you’re getting wins: better decisions, clearer priorities, and real steps to improving margins and cash flow.
Step 3: Ongoing Fractional CFO Support
When your financial foundation is secure, you can take advantage of ongoing CFO engagement. This is where we fully step into the role as your finance leader and strategic advisor.
Our ongoing fractional CFO support typically includes:
- Monthly financial review and leadership
- Regular updates to forecasts and scenario analysis
- Decision support for key initiatives, hires, investments, and pricing
- Cash flow management and monitoring
- Bank, board, and management reporting
- Advisory support on systems, vendors, and operational changes
- Leadership of the finance function so you don’t have to be the head of the accounting department
- We partner closely with your bookkeeper and CPA so everyone is working from the same strategy and aligned around your goals.
Investment and structure:
- Ongoing monthly service
- Starting at $3,500 per month
- Multiple tiers to meet the needs of both smaller and larger multi-million-dollar companies
Many of our clients have been with us for years because they can’t imagine going back to making major financial decisions without a trusted CFO in their corner.
When your financial foundation is secure, you can take advantage of ongoing CFO engagement. This is where we fully step into the role as your finance leader and strategic advisor.
Our ongoing fractional CFO support typically includes:
- Monthly financial review and leadership
- Regular updates to forecasts and scenario analysis
- Decision support for key initiatives, hires, investments, and pricing
- Cash flow management and monitoring
- Bank, board, and management reporting
- Advisory support on systems, vendors, and operational changes
- Leadership of the finance function so you don’t have to be the head of the accounting department
- We partner closely with your bookkeeper and CPA so everyone is working from the same strategy and aligned around your goals.
Investment and structure:
- Ongoing monthly service
- Starting at $3,500 per month
- Multiple tiers to meet the needs of both smaller and larger multi-million-dollar companies
Many of our clients have been with us for years because they can’t imagine going back to making major financial decisions without a trusted CFO in their corner.
Built for Mission-Driven, Service-Based Businesses
We specialize in service-based businesses that want to grow both profit and impact.
Across every phase of our proven process, we:
- Keep your mission and values front and center. Growth should never come at the cost of your purpose or well-being
- Focus on sustainable, long-term profitability rather than quick “hacks” or short-term cuts
- Simplify financial data so you can make confident decisions without becoming a finance expert
- Provide high-touch, ongoing support from a team that lives and breathes CFO strategy—not a firm where CFO work is an afterthought
Our Financial Clarity Solution™ and The Clara Commitment focus on connecting your financial data to your mission. Resulting in a business that rewards your hard work, supports your team, and strengthens your long-term impact.
Ready to Explore Fractional CFO Support?
Are you scaling a mission-driven, service-based business? If you need strategic financial guidance—not just bookkeeping or tax filing—we’d love to chat.
Book a Discovery Call with our team to see whether our Financial Health Assessment and proven process are the right next step for your business. From there, we can map out how to build a financial strategy that fully supports your vision and your growth.
