Get a 'go-to' financial guide to lead you to business success
Get an outsourced CFO to guide you to more profit and more cash flow than ever before. All for one flat monthly fee.
Does This Sound Like You?
-
Your business relies on you, or it all falls
apart. -
You're in a Catch-22. You want to grow your
business but need cash to do so; but you
can't get more cash without growing your
business! -
You don't have a simple way to know what's
working - and what's not working - in your
business. -
You don't know what to do to have a
growing and more profitable business.
What's an outsourced CFO?
All for one flat fee per month.
What A CFO
Will Do for You
Track your profit and cash flow each month
Analyze what's working - and what's not each month
You and your CFO will meet with you for
about an hour each month and give you two
things:
A Scoreboard - a very clear way to
understand the performance of your entire
business.
An Action Plan - your CFO will give you a
short list of the most important next steps
that need to happen that month.
...all so that you will stay on track to have a
growing, more profitable, and successful
business.
What Makes Us Different
ClearPath
Defined way forward to achieve your goals.
Advisor
Someone that helps a business be a financial success.
Unlike business coaches or consultants, we
understand the financial impact of every
decision you make in your business and can
give you financial guidance.
Unlike accountants or ‘fractional’ CFOs we
understand the entire business (not just the
numbers!) and provide strategic guidance.
We’re an oasis to overwhelmed and stressed-
out business owners who want to have a
growing, more profitable and successful
business.
With our packaged CFO service, you’ll pay just
one flat fee per month. No hourly billing. Just
results.
What our clients say...
Have a plan
You (and the key members of your team) will know exactly what to do focus on each month to have a more profitable business.
Finally understand your business
You’ll finally understand the financial health of your business every single month…and know what to do about it.
Get a financial guide
You no longer have to be in this by yourself. Your CFO will be your ‘go-to’ financial guide.
You’ll meet with your CFO monthly, however, you’ll have a unlimited access to your CFO each month.
Are you in the business owner's trap?
There are three challenges facing business
owners:
Challenge #1: You need cash to grow your
business; but you don’t know how to get more
cash.
Challenge #2: You’re an expert in your field,
not necessarily an expert in business and
financials.
Challenge #3: You don’t understand the
financial health of your business.
Because of these challenges, it’s no wonder
that most businesses fail.
So, how do you escape the business owners
trap?
By transforming from an ‘industry expert’ who
happens to run a business to running your
business like a professional, with
the numbers driving the decision making.
That’s why we exist. We provide simple financial
training and services just for
business owners so you can have
a growing, more profitable and highly
successful business…
…all without the overwhelm that typically
comes with understanding numbers and
financials.
About Us
kent@clearpath.bm
ClearPath Advisory is led by founder and CFO Kent Bascome
We specialize in helping small & medium sized business
owners have a growing and more profitable business.
We know first-hand what it feels like to be overwhelmed,
lonely, confused, and frustrated.
But, we also know what it feels like to have a business
that’s financially healthy and is producing more revenue,
more profit and more cash (that we can take out of the business)
than ever before.
And, we’re on a mission to help as many business owners
as possible have that kind of a business.
A business where you can finally take time off.
A business where you can finally earn real money.
A business that works for you…
…instead of you working so hard for the business.
Schedule a Right-Fit Call
We may not be a right fit for you. You also may not be a right fit for us.
The only way to tell is to schedule a 20-minute ‘right fit call’.
On this call, one our CFOs will learn more about your business and
determine if it’s a right fit for both of us.
If it is, we’ll tell you more about our service, the fee and you can decide
if it makes sense to continue.
The next step is to schedule your Right Fit Call on the calendar below.
Our Process
According to the SBA, most businesses fail. In fact,
half of all businesses never make it to
their fifth birthday.
Half!
They fail for all kinds of reasons (inadequate
management, bad marketing strategy,
ineffective employees, lack of cash, no profit,
no demand, wrong location, and on and on…).
However, the main reason they fail is because
no one was guiding the business owner on
how to have a more profitable and higher cash
flowing business.
If they did, these businesses would not have
failed. Period.
It’s not enough to be an expert at your
business. It’s not enough to have an
accountant. It’s not enough to get a ‘business
coach’.
What you need is someone that can do three
things for you every single month.
- Someone to track profit and cash flow.
- Someone to analyze the strengths and weaknesses.
- Someone to propose corrective actions
This is what a CFO does for big businesses.
We believe that all businesses (large or small)
need someone like this.
That’s why we exist.
We created a unique and affordable service
just for businesses that are producing
revenue between $500k and $5m a year.
We’ll match you with a CFO who you’ll meet
with each month.
Your CFO will guide you through what we call
the One Clear Path every single month.
The result: You’ll know exactly what to do to
have a growing, more profitable, and successful
business.
There are three main stages to the One Clear Path.
Your CFO will start you at the bottom left with
Stage 1.
Stage 1: Your CFO will show you what,
specifically, is driving the revenue, profit and
cash flow in your business.
Stage 2: Your CFO will uncover what your
vision is for your business, and, together, we’ll
set targets for one-year and the next five years
for the revenue, profit and cash flow drivers.
Stage 3: Each month, your CFO will meet with
you and give you a Scoreboard as well as an
Action Plan made up of a short list of
‘objectives’ and ‘next steps’.
You will be crystal clear about what needs to
happen in order for your business to hit your
one-year and five-year targets.