ClearRoad Financial

09/09/2021

As of today, 100% of our clients' PPP loans have been forgiven. We partnered with some on that journey, others took the ball and ran. For all, we applaud their tenacity, endurance and courage during an incredibly hard time.

09/08/2021

ClearRoad has specifically designed all of our financial services to cater toward financial advisory, as we have long recognized the value and power of ongoing education and partnership and the essential role it plays in long-term financial success.

+ Virtual Bookkeeping Services
Bookkeeping services are an essential part of any business. It’s imperative that you keep an accounting of where your money is coming from and where it’s going. Otherwise, there is no way to truly assess the financial health of your business. All of our bookkeeping engagements include monthly reporting insights on the health of your company.

+ Financial Consulting
We take a thorough look at your business performance and model and point out areas where you can tighten your ship for optimal growth. We will work closely with you to identify where you can put your current resources to work for you.
The goal of our business financial consulting services is to help you implement long-term growth strategies and adapt the methodologies that will help you increase your bottom line.

+ Outsourced Finance Director
Working with an outsourced financial director allows you to receive a customized suite of services that meet the unique needs of your organization. Our approach brings years of experience tailored specifically to small business yet doesn't compromise on the professional standard for CFO services.

08/24/2021

We are proud to sponsor tomorrow's Professional Women of Williamson County luncheon. I'll be facilitating some meaningful networking with some pretty incredible women!

It's the LAST DAY to register for Wednesday's PWOW luncheon! Using ideas from a powerful course called Mondo Beyondo by Andrea Scher, we’ll talk about the unseen forces working to help bring our biggest dreams to reality, along with some powerful, practical tools to help you make connections that matter. Be sure to bring plenty of business cards and your curiosity!

To register: https://bit.ly/2WG4XoD

Thank you to this month's sponsor ClearRoad Financial!

08/17/2021

Welcome! ClearRoad Financial aims to partner with you in your company’s financial growth—regardless of the stage your company is in. Wherever your company is today, we have designed each of our services to position you for growing your team, your resources, and your profits.