Accounting and taxes for online entrepreneurs.

CleverProfits is a virtual accounting firm helping agencies, coaches, and creators build better businesses with fractional CFO and tax advisory services.

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AGENCIES (DFY)

Digital marketing, SEO, social media, PPC, lead generation, sales, and more.

HIGH TICKET COACHES (DWY)

Business, sales, marketing, industry, expertise, branding, fitness, and more.

CREATORS & INFLUENCERS

YouTube, Instagram, Twitter, Twitch, blogs, memberships, and more.

We serve online entrepreneurs.

We're experts at helping online entrepreneurs using Internet-based sales and remote fulfillment strategies to build highly profitable and sustainable 7-figure businesses.

Our client base consists primarily of:

  • Agency Owners (DFY)
  • High Ticket Coaches (DWY)
  • Creators and Influencers

Have comfort knowing we fully understand your business model and industry having helped over 100+ businesses build profitable businesses just like yours.

YOUR FINANCIAL DREAM TEAM

Plus a 1-on-1 "fractional CFO" in your own private Slack channel.

MONTHLY ACCOUNTING

Timely financial reports to make better decisions in your biz.

YEAR-ROUND TAX PLANNING

Instant tax savings, tax projections, and tax planning with a CPA.

What's a fractional CFO?

The chief financial officer ("CFO") is a critical member of your executive team that oversees your business finances:

  • They design a realistic game plan for growth and scale using detailed forecasts and budgets.
  • They ensure the business healthy by maximizing cash flow and building a strong balance sheet.
  • They present the financial data required for the CEO to make the best strategic decisions.

Many online entrepreneurs mistakenly believe that hiring a bookkeeper is sufficient for their financial needs. A bookkeeper is very important, but they need to be supplemented by a diverse "full-stack" finance team. Most online businesses a cohesive team requiring:

  • a bookkeeper for 20 hours a week
  • a senior accountant for 10 hours a week
  • a payroll support for 5 hours a week
  • a tax advisor for 2 hours a week, and
  • a CFO for 5 hours a week.

It doesn't make financial sense to hire individuals to fill these roles on a limited budget.

CleverProfits provides you with a full-stack finance team including a fractional CFO for a fraction of the cost ensuring all of your business financial matters are in good hands.

"Adam Rundle and his team are absolutely incredible. They not only provide excellent accounting services, but their true value is in their work as your own "Virtual CFO" he helps you make financial business decisions, everything from how to maximize profit, how much to pay employees, how to structure payroll & incentives. His work is impeccable and what you get from them goes beyond basic accounting, it goes into the realm of higher level finance consulting. I highly recommend his services."

Aleric Heck (Founder & Owner of AdOutreach)  

The Profit Accelerator.

Our flagship 6-week Profit Accelerator program is exactly what you need to gain financial control in your business.

BOOK YOUR FREE CONSULTATION

How it works.

In order for us to provide strategic insights on how to grow your business, we need to set up your yardstick to measure your business' results. We get your books up to date in 6-weeks or less in this program.

You'll have access to your own private dedicated Slack channel.

01

Accounting System

We completely set up your accounting system in Quickbooks Online.

02

Catch-Up Financials

We prepare your historical financials so we can talk strategy based on your actual business performance.

03

Financial Strategy

Jump on a one-on-one strategy call with your new fractional CFO who will identify the key areas of improvement in your business and create a real plan for you to grow and scale to 7-figures and beyond.

04

Tax Strategy

We'll optimize your tax savings on a one-on-one tax strategy call with your new CPA so you can save thousands of dollars in taxes every year.

05

Reporting & Growth

Your business is ever-evolving. We'll continue to be your strategic advisor providing up-to-date reports so you always have the information you need to keep growing your business.

GET STARTED

Meet your finance team.

ABOUT US