Listen, every business is unique, and we know there's no one-size-fits-all in this game. That's why I'm excited to learn more about your journey and how we can tailor our expertise to meet your specific needs.
Bookkeeping
Financial Dashboard
Benchmarking
Direct Slack Access
Tax Strategy + Filing
Monthly Loom Review
All SimpleProfit Features
CFO in Slack
Growth Forecast
Hiring Schedule
Itemized Budget
*add-on services available
All SimpleProfit Features
All CFO Lite Features
CFO Strategy Call
Dynamic Forecasting + Budgeting
Advanced Reporting
*add-on services available
Fully Customized Services
Tailored To Your Business’
Needs
ADD-ON OPTIONS
Tax Team
Tax Services
Real-Time Estimates
Finance Strategy
Additional CFO Consult
Weekly Reporting
By-Product Rev Reporting
Operations
Payroll Processing
Accounts Receivable Management
Accounts Payable Management
Leadership Participation
Bookkeeping
Financial Dashboard
Benchmarking
Direct Slack Access
Tax Strategy + Filing
Monthly Loom Review
All SimpleProfit Features
CFO in Slack
Growth Forecast
Hiring Schedule
Itemized Budget
*add-on services available
All SimpleProfit Features
All CFO Lite Features
CFO Strategy Call
Dynamic Forecasting + Budgeting
Advanced Reporting
*add-on services available
Fully Customized Services Tailored
To Your Business’ Needs
ADD-ON SERVICES
Taxes
Tax Services
Real-Time Estimates
Financial Strategy
Additional CFO Consult
Weekly Reporting
By-Product Rev Reporting
Operations
Payroll Processing
Accounts Receivable
Accounts Payable
Leadership Participation
“After partnering with CleverProfits and their team, we saw incredible success in scaling our company from $50,000/month to $250,000/month. The financial advice provided by CleverProfits helped us make informed decisions, leading to substantial savings.”
"CleverProfits is such a valued, trusted thought partner. We see them as an extension of our internal team and they're critical to our success"
Liz Simpson
CEO of Stimulyst
"If you're looking for a team that will communicate with you readily and honestly and that will help you approach questions that you have in your business, side-by-side with you, I couldn't recommend starting with CleverProfits highly enough"
Domenic Frabroni
CEO of The Mobility Method
"If you're an agency owner and you need help getting your business to a place where you're going to grow more and do so profitably, do yourself a favour and talk to the guys at CleverProfits!"
Todd Giannattasio
CEO of Trensic Media
"CleverProfits is such a valued, trusted thought partner. We see them as an extension of our internal team and they're critical to our success"
Liz Simpson
CEO of Stimulyst
"If you're looking for a team that will communicate with you readily and honestly and that will help you approach questions that you have in your business, side-by-side with you, I couldn't recommend starting with CleverProfits highly enough"
Domenic Frabroni
CEO of The Mobility Method
"If you're an agency owner and you need help getting your business to a place where you're going to grow more and do so profitably, do yourself a favour and talk to the guys at CleverProfits!"
Todd Giannattasio
CEO of Trensic Media