Financial Specialists For Visionary Founders.

We partner with business leaders to go beyond scale to simplicity. Recognizing that freedom and intrinsic value are paramount for founders who know less is more.

You set the destination. We guide you there.

Business success is nothing without personal success.

A poorly structured business only traps you. Get things right and you create wealth, freedom and simplicity in the rest of your life.

How We Guide You

We believe that enduring businesses are built by reliable teams that deeply care about the people they work with and the businesses they serve.

By walking alongside our partners, we remove the financial guesswork of when to invest in the right opportunities, enabling you to dedicate your invaluable time and energy in business areas that matter most to you.

01
We listen to your business and personal goals.

Listening properly is hard work. So most people don’t do it. But when we pay attention to you, we know exactly what we’re listening for. We extract key financial data and insight. And that allows us to formulate a bespoke plan to where you want to go. Guiding you to make the right decisions at the right time.

Learn How

02
We optimize for the long-term.

Anybody can have short-term success. But as your business evolves, things change. To reach your goals, you need to maintain a competitive edge. And to do that, you have to think long-term. So we optimize by reducing your tax footprint and mitigating risk. That increases the value of your business, reduces uncertainty and moves you closer to your vision.

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03
What’s next?

Lots of people will offer to help you plan. Some may even be half way good at optimizing your taxes. But it’s what comes AFTER listening and planning that’s most exciting.

We partner with clients to form long-lasting relationships. And like all relationships, they increase in value over time. So we don’t stop at basic finances. We’ll be with you, whenever you need us, to go beyond money to the really good stuff.

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Where Colleagues Become Family

At CleverProfits your career and personal goals are as important as our clients. Get to know us and learn more about what your career at CleverProfits will look like.

View Career Opportunities

Our People

Meet the heartbeat behind your business. The team that goes beyond service and gets you closer to what actually matters; family, legacy and your life’s work.

Meet the Team