Book A Call to Get Started! ➡️

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Ready to Elevate Your Business?

Financial specialists for growth-focused business owners!

Book A Call to Get Started!

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Ready to Elevate Your Business?

Financial specialists for

growth-focused owners.

It is YOUR destination.

We're just here guide you every step of the way.

Chayce Hastings, CMA

CEO and Owner

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.

Scope of Services

Simple Profits

Our Simple Profits Package offers basic compliance for your business.

  • Bookkeeping

  • Financial Dashboard

  • Benchmarking

  • Direct Slack Access

  • Tax Strategy + Filing

  • Monthly Loom Review

CFO Lite


Enjoy all the benefits of SimpleProfit, enhanced with a CFO directly in Slack.

  • All SimpleProfit Features

  • CFO in Slack

  • Growth Forecast

  • Hiring Schedule

  • Itemized Budget

*add-on services available

CFO Classic

Designed to elevate your financial management with advanced support.

  • All SimpleProfit Features

  • All CFO Lite Features

  • CFO Strategy Call

  • Dynamic Forecasting + Budgeting

  • Advanced Reporting

*add-on services available

CFO Elite

Need more?

Elite is personalized for your growing business.

Fully Customized Services

Tailored To Your Business’

Needs

ADD-ON OPTIONS

Tax Team

Tax Services

Expert assistance in tax preparation, planning, and compliance to ensure accurate filings and maximize deductions.

Real-Time Estimates

Get up-to-date estimates on your tax liabilities and potential refunds.

Finance Strategy

Additional CFO Consult

Additional CFO consultations for tailored insights and better business decisions.

Weekly Reporting

Track your performance with our clear and concise weekly reports.

By-Product Rev Reporting

Monitor and optimize additional income streams.

Operations

Payroll Processing

Streamline operations, reduces errors, and frees up time for more strategic business activities.

Accounts Receivable Management

Improves cash flow, reduce overdue invoices, and enhance financial efficiency.

Accounts Payable Management

Ensure timely payments, improve cash flow management, and enhance vendor relationships.

Leadership Participation

Collaboration with other board members, ensuring financial strategies are aligned with overall business objectives.

Scope of Services

Simple Profits

Our Simple Profits Package offers basic compliance

support for your business.

  • Bookkeeping

  • Financial Dashboard

  • Benchmarking

  • Direct Slack Access

  • Tax Strategy + Filing

  • Monthly Loom Review

CFO Lite

Enjoy all the benefits of SimpleProfit, enhanced

with a CFO directly in Slack.

  • All SimpleProfit Features

  • CFO in Slack

  • Growth Forecast

  • Hiring Schedule

  • Itemized Budget

*add-on services available

CFO Classic

Our CFO Classic package is designed to elevate

your financial management

with compliance and strategy support.

  • All SimpleProfit Features

  • All CFO Lite Features

  • CFO Strategy Call

  • Dynamic Forecasting + Budgeting

  • Advanced Reporting

*add-on services available

CFO Elite

Need more?

Fully Customized Services Tailored

To Your Business’ Needs

ADD-ON SERVICES

Taxes

Tax Services

Expert assistance in tax preparation, planning, and compliance to ensure accurate filings and maximize deductions.

Real-Time Estimates

Get up-to-date estimates on your tax liabilities and potential refunds.

Financial Strategy

Additional CFO Consult

Additional CFO consultations for tailored

insights and better business decisions.

Weekly Reporting

Track your performance with our clear and

concise weekly reports.

By-Product Rev Reporting

Monitor and optimize additional income streams.

Operations

Payroll Processing

Streamline operations, reduces errors,

and frees up time for more strategic business activities.

Accounts Receivable

Improves cash flow, reduce overdue

invoices, and enhance financial efficiency.

Accounts Payable

Ensure timely payments, improve cash flow

management, and enhance vendor relationships.

Leadership Participation

Collaboration with other board members,

ensuring financial strategies are aligned with overall business objectives.

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“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.”

Robb Quinn

The Sales Agency

Reviews

Hear from more clients! ➡️ More Testimonials ⬅️

"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

What our clients are saying

"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

© 2024 CleverProfits LLC. All Rights Reserved.

© 2024 CleverProfits LLC. All Rights Reserved.