Financial clarity,
without the finance work.

We take over your entire finance function and get invested in your growth. A full team in your corner, because we only win when you do.

Bookkeeping · Reporting · Tax · CFO strategy. One team, one monthly price.

Trusted By Businesses Such As

HemonAdOutreachTeamBuildrLaunchpeerJuiceboxProspecting On DemandPro+KinetixGym Member MachineFigure Dojo
450+
Growing businesses served

Real owners who handed us their finance function and never looked back.

10+
Industries served

From medical, SaaS and tech to space, marketing, coaching and service businesses — we know the numbers behind dozens of industries.

14 days
Average time to get fully onboarded

Books current, backlog cleared, reporting live, in weeks not quarters.

Your finance department, plugged in

One team covers the whole stack, from day-to-day books to boardroom strategy. No hiring, no chasing vendors, no gaps between them.

A senior CFO in your corner.

A dedicated finance leader and a monthly strategy call for the decisions that move the business.

A dedicated CFO who knows you
Monthly strategy call
Cash and scenario modeling

Clean books, closed by the 10th.

We reconcile and close every month, then walk you through what the numbers actually mean.

Monthly reconciliation, done for you
Reports delivered by the 10th
A plain-English walkthrough

Tax planned all year, not just in April.

Proactive planning every month, so you keep more and never get blindsided by a bill.

Year-round tax planning
Filing handled end to end
Every deduction captured

Numbers clear enough to act on.

Margins, cash flow and runway, read plainly so you can make the call with confidence.

Cash-flow visibility
Margin and trend analysis
Board-ready reporting

Real senior finance people, invested in your growth.

When you book a call, you meet the people who will actually own your numbers. Behind them: industry-leading client CFOs, senior tax managers and a full accounting team.

Meet the full team →
Chayce Hastings
Chayce Hastings
Chief Executive Officer
Hayden Cox
Hayden Cox
Chief Product Officer
Mike Muller
Mike Muller
Chief People Officer
Liz Hastings
Liz Hastings
Chief Operations Officer
Graham Clarke
Graham Clarke
Client CFO
Adam Heffelfinger
Adam Heffelfinger
Client CFO
Blake Arnold
Blake Arnold
Client CFO

From flying blind to fully handled, in weeks not quarters

01

You tell us where you want to go, we listen

A 30-minute discovery call to understand your business, your goals and where the gaps are. No pressure, no jargon.

02

We plug in and take over the whole function

We move your books, tax and reporting onto one system, clear any backlog and get everything current and clean.

03

You lead with clarity, we stay in your corner

Reports by the 10th, a monthly CFO call and year-round tax strategy, while you get back to growing the business.

What clients actually pay

We do not publish a price list, because the right number depends on your business. Here is what it has looked like for real clients, with names and companies anonymised.

Most clients fall in this range
Scenario A · Marlow Studio*
StructureS-corp
Revenue~$1.3M / yr
Entities1
We handle
BookkeepingBusiness taxPersonal tax
$1,250 / mo
Scenario B · Harborline Media*
StructureHoldco + 2 LLCs
Revenue~$6.2M / yr
Entities2
We handle
BookkeepingManagement reportingCFO advisoryBusiness taxPersonal taxPayroll processing
$4,000 / mo
Scenario C · Coastline Group*
Structure4 LLC + 1 S-corp
Revenue~$9.6M / yr
Entities5
We handle
BookkeepingManagement reportingCFO advisoryBusiness taxPersonal taxController
$7,300 / mo
Scenario D · Vantage Holdings*
Structure5 LLC + 1 S-corp
Revenue~$36M / yr
Entities6
We handle
BookkeepingManagement reportingCFO advisoryBusiness taxPersonal taxControllerDedicated financial team
$20,000 / mo
*Company names are anonymised, but every scenario is a real client we serve.

Owners who stopped flying blind

"Since we started working with Clever, our company scaled from $50,000/month to $250,000/month. Their financial advice has helped us make informed decisions and save tens of thousands of dollars each year."
Robb Quinn
Robb Quinn
Client
"Before CleverProfits I was overworked and stressed with no financial clarity. The team gave me clarity and real support through tough times, and now I have a clear plan to take my business to the next level."
Alex Rodriguez
Alex Rodriguez
Founder, The Growth Clinic
"They took the stress out of handling finances and gave me clarity on how to allocate resources effectively. Thanks to their guidance, I can invest more in client acquisition and pay myself more."
Eric Faschnatt
Eric Faschnatt
Client
AdOutreach Teambuildr Hemon Media Group

Watch client stories

See all →

Real founders on what changed after Clever Profits took over. Drag to scroll through their stories.

Tim Arrigo
Beyond Driven
Andre Haykal Jr
Client Ascension
Brandon Castro
Closing Babes
Jim Fisher
Juicebox
Ben Bagge
Proconnect PT
Nick Grippando
BMM Enterprises
Nona
MitchRich Communication
Isa
Honeynest
Brett Watts
Swift Line Capital
Bob Cruz
RC Digital
Alex Schlinsky
Prospecting On Demand

Frequently asked questions

The questions owners ask us most, answered straight. See the full list for more.

What exactly do I get with Clever Profits?
A full financial team without hiring anyone full time. That means the accountants doing your books, the finance managers overseeing them, a CFO who has helped businesses like yours grow, and a tax strategist keeping your taxes airtight, all for one monthly fee.
Why do I need this instead of a bookkeeper or year-end accountant?
A bookkeeper will keep your books and a year-end accountant will file your taxes, but neither is a financial thought partner. With Clever Profits you get a CFO and a full team advocating for you, making sure your tax strategy actually saves you money and your books are clean enough to make real decisions. It is the difference between someone doing the minimum and a team that treats your business like their own.
Are there any hidden fees or extra costs?
No hidden fees and no hourly billing. You pay one flat monthly retainer for the full team. The only extra costs are genuine pass-throughs, such as a new state tax filing if you add employees in a new state, and we always flag those before they happen.
How are you different from other CFO services?
Two things. Our team genuinely cares and thinks about your business like our own, which makes us proactive rather than reactive. And we work with you inside Slack, so communication is fast and feels like a real team instead of an outsourced back office.
What if I am not happy with the service?
In your first 30 days you get your money back, no questions asked and no fine print. After that there are no long-term contracts; if it stops being a fit, a 30-day written notice cancels your subscription.

Get total clarity on your finances

In 30 minutes, get a clear read on where your books, tax and cash flow stand, and exactly what a full-stack finance team would change.

Book a Discovery Call

No pressure, no jargon. Just clarity on your next move.

The Financial Flywheel™

The simple 5-step formula to scaling your online business from 6-7 Figures (and beyond)
 
* Discover how to turn your business into a wealth machine

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