Empowering small businesses through financial clarity.
Fractional CFO and bookkeeping services for small businesses.
About Us
Our mission is to eliminate the confusion around small business finances, and give you clarity so you can make informed decisions. We don’t just provide financial statements that look at your past results. We help you create a financial roadmap to boost your business forward and achieve its goals. Throughout the process, we coach you and your team on what your numbers actually mean, so you can become a more financially savvy business owner.
Clear Books = Clear Mind
The quality of your business decisions is only as good as the information used to make them. If you’re not sure of the financial impact of each decision, how do you know you’re making the right one?
We help you understand what each scenario means for the future of your business, helping clear your mind of uncertainties, and become more confident in your strategy.
Your business finances don’t have to be confusing, a burden, or something that keeps you up at night. Instead, they can be a tool to help you understand what makes your business thrive, and where to focus your time and energy to take your finances to new heights.
Why Clear Books?
Pave the Way Forward For Your Business
Your business's past performance holds valuable insights, but your goals and ambitions live in the future. We combine your past achievements with your future goals, creating a strategic roadmap tailored to your unique vision. But we don't stop there – we're with you every step of the way. Through regular check-ins, we help you stay on course and remain accountable to your financial dreams.
Grow Without Compromising Efficiency
Every business aspires to grow, but the fast track to growth can lead to cash constraints and unsustainable profit margins. We monitor your profitability to ensure your business stays efficient throughout its growth stages. We’ll also help you understand and manage cash flow, so you always know what your cash position is, and what it should be to stay on track with your goals.
Stay Ahead of Financial Surprises
It’s impossible to know exactly what the future holds, so the next best thing is to prepare for multiple possible scenarios. We consider a range of possibilities to ensure you're never caught off guard by unforeseen challenges. With our expert guidance, you'll have the confidence to navigate forward, regardless of the financial curveballs that come your way. Don't wait for surprises to strike – let us help you stay one step ahead.
Expand Your Financial Knowledge
Our approach is rooted in helping you and your team gain a deeper understanding of your business finances. You’ll get guidance that makes this subject more accessible and relatable. With our support, you and your team will grow your knowledge and skills, giving you the confidence to make smart financial decisions and drive your business forward.
Meet Our Founder
Luis Rincon, CPA
Coming from a family of entrepreneurs, I’ve experienced the struggles that small business owners face when their finances aren’t in order. It’s easy to get caught up in the day-to-day of running a business and putting out the fires that inevitably arise. When businesses fail to prioritize their finances, they’re left without a clear view of their financial health and performance, making it nearly impossible to implement effective strategies that will have a real impact on the mission and vision of their business. This is why I started Clear Books.
Throughout my career in the corporate world, I worked at a large public accounting firm and a Fortune 500 company. Now I empower small businesses through financial clarity, and give them the tools and guidance they need to achieve their business goals.