Bookkeeping & Financial Advisory for Service Businesses

Your books are the foundation. We make them work for you.

Clearline Financial gives service businesses clean books, clear numbers, and the financial insight to make better decisions — without hiring a full-time finance team.

Book a Free 15-Minute Call No pitch. Just a conversation.

The Problem

Most service businesses run on gut instinct because their numbers are a mess.

Sound familiar?

📊

Books months behind

Your bookkeeping is always catching up, never current. By the time you see the numbers, the moment has passed.

🤷

Reports you don't use

You get financial statements, but nobody explains what they mean or what to do with them.

💸

Pricing by feel

You set your prices once and never revisited them. You might be leaving 10–20% on the table and you'd never know.

🔮

Cash flow surprises

Every slow season feels like a crisis because nobody is forecasting. You're reacting instead of planning.

How We Help

Three tiers. One financial partner.

Everyone starts with Clean Books. Add Financial Clarity or Financial Partner when you're ready to turn your numbers into decisions.

Most Popular

Clean Books

The foundation your business needs

$500 /month

  • Monthly bookkeeping & reconciliation
  • Monthly P&L, Balance Sheet & Cash Flow
  • Monthly financial observations email
  • CPA-ready reports
  • Annual strategy check-in included
Get Started

Financial Clarity

Add strategic insight to your clean books

+$1,500 /month

  • Quarterly strategy sessions
  • Annual budget & rolling forecast
  • 13-week cash flow forecast
  • KPI scorecard & monthly review
  • Profitability by service line
  • Annual pricing review
  • CPA coordination & tax prep
Get Started

Financial Partner

A seat at your leadership table

+$4,500 /month

  • Everything in Financial Clarity
  • Monthly strategy calls
  • Hiring & compensation modeling
  • Vendor & expense optimization
  • Banking & lending support
  • Ad hoc financial analysis
  • Growth & cash reserve planning
Get Started

All plans are month-to-month. No long-term contracts required.

Who's Behind This

Finance professional, not just a bookkeeper.

Brett

I'm Brett — a finance leader with 13+ years building the financial systems that Fortune 500, Inc. 5000, and PE-backed companies rely on to make decisions.

Forecasting, modeling, pricing strategy, cash flow management — I've implemented it all at scale.

Now I'm bringing that same rigor to service businesses that have outgrown basic bookkeeping but aren't ready to hire a full-time CFO. You deserve the same financial clarity that billion-dollar companies have — without the billion-dollar price tag.

I also publish Forecasting Performance, a finance newsletter read by 8,000+ professionals nationwide. Most bookkeepers do your books. I do your books and tell you what they mean — so every decision you make is backed by real numbers, not guesswork.

13+

Years in corporate finance

8,000+

Newsletter subscribers

F500

Fortune 500 & PE-backed experience

FP&A

Forecasting & modeling specialist

Questions

Frequently asked.

Not necessarily. If you're happy with your current bookkeeper, we can work alongside them — reviewing their work, coordinating with your CPA, and providing the financial strategy layer on top. If your books need a fresh start, we can take that over too.

We work with service businesses — law firms, medical and dental practices, HVAC and trades companies, marketing agencies, property management, cleaning services, and other professional service firms. If you run a service business and want better financial visibility, we're a good fit.

Your CPA looks backward — they file your taxes and make sure you're compliant. We look forward — we keep your books current, forecast your cash flow, analyze your pricing, and help you make financial decisions in real time. We actually make your CPA's job easier by sending them clean, organized data.

No. All of our plans are month-to-month with a 30-day cancellation notice. We earn your business every month. That said, most clients stay because the value is obvious from the first financial review.

We work exclusively with QuickBooks Online. If you're already on it, we'll work within your existing setup. If you're not yet on QuickBooks Online, we'll help you get started.

It's a simple conversation. I'll ask about your current financial setup, what's working and what's not, and whether there's a fit. No pitch, no pressure. If we're not the right match, I'll tell you that directly.

Ready for financial clarity?

Book a free 15-minute call. We'll talk about your business, not ours.

Book Your Free Call