Books you can
see through.
Most bookkeepers keep your books. We keep your books and give you the financial visibility to actually run your business.
The Problem
Stuck between a bookkeeper who can't advise you and a CFO firm that costs too much?
Most small and midsize businesses face two bad options: basic bookkeepers who record transactions but can't tell you what they mean — or fractional CFO firms charging $5,000–$15,000/month for more than you need.
Basic Bookkeepers
Record transactions. Send reports. Can't tell you why margins are shrinking or which jobs are profitable.
Clearview Financial
Clean books plus controller-level insight — KPI dashboards, forecasting, and strategic guidance at a fraction of the cost.
CFO Firms
$5,000–$15,000/month. More strategic firepower than most growing businesses actually need at this stage.
Services
Three tiers. One goal:
financial clarity.
Choose the level of support that matches where your business is today. Scale up anytime.
Essential Bookkeeping
Clean, reliable books every month. Bank reconciliations, AP/AR, monthly financials, and QBO maintenance — everything you need, nothing you don't.
- Monthly bank & credit card reconciliations
- Accounts payable & receivable data entry
- Monthly financial statements
- QuickBooks Online maintenance
- Year-end close support
- Email support (48hr response)
Bookkeeping + Controller Insight
All the bookkeeping, plus KPI dashboards, budget vs. actuals tracking, payroll, and a quarterly strategy call.
- Everything in Essential Bookkeeping
- Chart of Accounts optimization
- KPI dashboard (5–8 key metrics)
- Payroll submission
- Budget vs. actuals tracking
- Quarterly strategy call
- Priority support
Full Controller Services
Complete financial infrastructure: annual budgets, rolling forecasts, 13-week cash flow, systems & controls, and monthly strategy calls.
- Everything in Tier 2
- Annual budget & rolling forecast
- 13-week cash flow model
- Systems & internal controls
- ERP/QBO implementation oversight
- Job-level cost analysis
- Monthly strategy call + written summary
- 24-hour dedicated response
All plans include a $500 one-time onboarding fee. 3-month minimum, then month-to-month. Save 8% with annual prepayment.
À la carte project work also available — QBO setup, Chart of Accounts restructuring, ERP implementation, and more.
Why Clearview
Why growing businesses choose Clearview Financial
Most small and midsize businesses are stuck between bookkeepers who just record transactions and CFO firms that charge more than they need. We built Clearview for exactly that gap.
Schedule a Discovery CallNearly 20 Years as a Controller
Construction, media, manufacturing, professional services — Tim brings deep, multi-industry controller experience to every engagement.
You Work Directly With Tim
No offshore teams. No junior handoffs. You get a dedicated expert who knows your business and answers your questions.
Proven, Quantifiable Results
As controller for a major TV & film studio in Atlanta, Tim built the financial infrastructure from the ground up — contributing to 300% revenue growth.
KPI Dashboards & Forecasting
Know which jobs are profitable, where your cash is going, and what's coming next — with dashboards built for your business.
Controller Insight, Not CFO Prices
Get the strategic financial visibility your business needs — without paying $5,000–$15,000/month for a fractional CFO firm.
Serving Clients Nationally
Based in Smyrna, GA but working with businesses across the country. If you have cloud access to your books, we can work together.
How It Works
From first call to
financial clarity.
Discovery Call
We learn your business, your pain points, and what you need. 30 minutes, no pressure.
Custom Proposal
Clear scope, transparent pricing, no surprises. You'll know exactly what you're getting.
Onboarding
We get access, review your books, and align on priorities. You're set up within a week.
Ongoing Service
Clean books, monthly reporting, and strategic insight — delivered consistently, every month.
Track Record
Real results from
real businesses.
These are outcomes Tim delivered as controller — the same expertise and rigor he brings to every Clearview Financial engagement.
Built the entire accounting infrastructure from the ground up — Chart of Accounts, reporting systems, internal controls — enabling the company to negotiate major contracts and scale rapidly.
Managed a full ERP migration while maintaining clean financials throughout. Modernized reporting and operational processes for a private equity-backed company.
Corrected labor misclassification, rebuilt the job costing system, and delivered accurate job-level profitability reporting for the first time in the company's history.
Modernized technology and processes, corrected compliance issues, and built a custom KPI dashboard tracking profitability across multiple revenue streams.
FAQ
Common questions
Get Started
Let's talk about your books.
Book a free 30-minute discovery call. We'll learn about your business, your pain points, and whether Clearview Financial is the right fit — no pressure, no commitment.
Ready for books you can actually see through?
Schedule a free 30-minute discovery call. No pressure, no commitment — just a conversation about your business.
Book Your Free Call