Clean Books.
Clear Cash Flow.

We help service businesses clean up their books, stay current each month, and get the exact financial clarity they need to grow.


QuickBooks Online & Xero Certified Advisor
Free. 15 Min. No Commitment.

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Who We Help

Clarix Finance works with agencies, consultants, creative firms, and recurring-revenue service businesses that are growing fast and need their finances to keep up. Our clients have real revenue, real complexity, and no time to manage it themselves.

Your Books Are Behind

You’re months behind, transactions are miscategorized, and you don’t fully trust your numbers. We clean it all up and hand you financials you can actually use.

You Need Ongoing Support

You want someone reliable to own the numbers every month. Clean reports, reconciled accounts, and a clear picture of where your business stands.

You're Ready For The Next Level

You’re making big decisions and need more than bookkeeping. Cash flow forecasting, budgeting, and strategic financial guidance without a full-time hire.

What We Do

From one-time cleanups to ongoing finance management and CFO-level support, every service is built around one goal: financial clarity you can act on.

Historical Cleanup & Catch Up

Your books are behind, messy, or full of errors. We go back, fix everything, and hand you clean financials you can actually use.

Monthly Finance Management

We handle your books every month so you never fall behind again. You get clean reports by the 10th, every month, guaranteed.

Fractional CFO Support

For founders who need more than clean books. Cash flow forecasting, budgeting, profitability analysis, and monthly strategy without a full-time CFO hire.

What To Expect

Step 1:
Clarity Before We Begin

 Before any work starts, we review your current books, map your accounts, and identify exactly what needs to be done. 

You receive a clear written scope and price. No surprises.

Step 2:
We Do The Work

Whether it is a one-time cleanup or ongoing monthly management, we handle the execution.

 Books are reconciled, accounts are organized, and everything is documented.

Step 3:
You Get Answers, Not Just Reports

Every engagement closes with deliverables you can understand and act on.  Cleanup clients receive clean, tax-ready financials. 

Monthly clients receive a report by the 10th of every month showing exactly where their business stands.

Our Commitment

Every client engagement starts with a clear scope, honest timelines, and direct communication. We treat your business finances with the same rigor we'd apply to our own.

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Let’s Connect

Book Your Free 15-Minute Call. We'll Review Where Your Books Stand And Tell You Exactly How We Can Help.

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