ClearFinancials® – Services for Your Client



ClearFinancials® is a powerful financial performance management solution that is geared to help Business Advisors, CPA firms and Turnaround Management organizations provide a host of value-added services to their customers. ClearFinancials® increases consulting revenue, profitability and customer-reach by automating a comprehensive set of packaged services that can be provided cost-effectively to small and mid sized clients.


Use ClearFinancials® to offer a menu of value-added services to your portfolio of customers, each configured to look, feel and deliver the output that is important to your firm.


LEVERAGE ClearFinancials® to expand your menu of client services



Financial Analysis Services

  • Cash Flow Performance
  • Asset Performance
  • Return Performance
  • Leverage Performance
  • Benchmark to Peer Analysis
  • Comprehensive Financial Assessment


Modeling & Forecasting Services

  • Stress & Sensitivity Analysis
  • Financial Proforma
  • Value Creation Analysis
  • Value Capture & Strategy
  • Strategy Recommendation


Cash Flow Management Services

  • Cash Planning & Requirements
  • Sustainable Growth Analysis


Budgeting & Planning Services

  • Full Financial Across Entire Structure
  • Operating Budget by Account
  • Rolling Forecast


Risk Management Services

  • Shock Analysis
  • Covenant Performance Mgmt
  • Covenant Alert
  • Financial Risk Profile
  • Improvement Strategy


Financial Reporting Services

  • Board of Directors Report
  • Bank or Lender Reports
  • Equity or Capital Partner Reporting
  • Financial Reports
  • Performance Reports


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