Our Mission
Our mission is to empower entrepreneurs with expert financial guide and support. As a team of experienced CFOs and fellow entrepreneurs, we deeply understand the unique perspective of business owners and the challenge they face when scaling and growing their venues. We are committed to being a trusted center of financial excellence, offering a range of service to help you establish a strong and adaptable financial foundation for your company.
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Our Services
Financial Management
Providing comprehensive support in financial statement preparation and analysis to improve profitability and manage cash flow effectively.
Planning & Forecasting
Delivering strategic planning, budgeting, and forecasting services to align with business goals and support informed decision-making.
Strategic Advisory
Offering strategic guidance and expert mentorship to help businesses navigate growth, financing, and new opportunities.
Financial Management
Enhancing operational efficiency through the implementation and optimization of virtual tools, software, and cloud-based financial management solutions.
Meet the Team
Anna Yu
SENIOR PARTNER – STRATEGIC ALLIANCE & DEVELOPMENT
Susan Malik
PRESIDENT
Bob Gill
VICE PRESIDENT – PROFESSIONAL SERVICES
Our Partners
Client Testimonials
“Clear Insight has been instrumental for Hamilton Jewish Family Services (HJFS). They expertly transitioned our bookkeeping from QuickBooks Desktop to QuickBooks Online and transformed manual processes to the cloud using Dext and Plooto. Their fractional CFO services revamped our financial processes, enhancing accuracy and efficiency.
The guidance provided to our management team has been invaluable, equipping us with the tools for financial success. Clear Insight’s precise reporting has strengthened our financial operations and provided essential insights to our board and stakeholders, increasing our success with grant funding. We highly recommend Clear Insight for their professionalism, expertise, and transformative impact”
