Book A Call to Get Started! ➡️
Ready to Elevate Your Business?
Financial specialists for growth-focused business owners!
Book A Call to Get Started!
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.
“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.