Virtual CFO Services
Your Partner in Financial Success.
Get a Complimentary Consultation
We’d love to learn more about your company.
Submit your information on the right to request a complimentary consultation.
During the call, you’ll:
- Chat with us about your company’s financial health, growth plans and anything else you think would help us to better understand what you’re looking for.
- Learn more about what hiring a Virtues/ CFO means, how we typicatly work with clients, and what services we can help you with.
- Get specific action steps to improve your company’s financial health.
Click the link below to start Clear Insight’s Financial Health Scan and discover if it’s time to contact us for professional support!
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What We Offer
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”
“Susan Malik has been McRock Capital Corporation’s Chief Financial Officer and Head of Operations since 2019. She has built out a highly specialized finance, accounting, and operations team to service our needs as one of her many clients. She masterfully transitioned and professionalized these functions from our previous CFO in a short period of time with complete success.
Susan is highly experienced in her field of expertise in addition to being incredibly proactive, prompt and extremely accurate in the services she provides to our firm.
There truly is not a single day that goes by where we are not grateful and impressed with her leadership, professionalism, and expertise.”
“Clear Insight (Anna Yu and Susan Malik) provided fractional CFO services for WayBase. They were instrumental in supporting us in our budgeting process. We had many variables impacting our business model and Clear Insight was highly responsive in meeting our needs and providing their strategic financial expertise to ensure that we had a realistic model to execute. Furthermore, Clear Insight provided oversight in our monthly financial close process to enable accurate reporting and insights on financial and operational levers.
I would highly recommend Clear Insight for any business’ fractional CFO and strategic services’ needs.”
“The Clear Insight team have been able to help us leverage our investment in Clarity and build our knowledge base. Being able to understand both the IT side and Finance side of the solution makes things go more smoothly through any customization. As a thought partner, we work together to find solutions for business challenges, considering both the technical and financial aspects of them.”
“We have been very satisfied with the quality of work produced by Clear Insight, as a partner we have relied on their advice and have used them for a number of projects over the years”
“Our new Budget Management System based on Cognos TM1 and created by Clear Insight allows us to consolidate several standalone systems, to streamline our budgeting processes and to centralize our data gathering and reporting interfaces. Resulting in increased efficiency and improved accuracy in projecting budget revenues and expenses for a given event and a season.”
“Through Clear Insight, our upgraded Clarity based financial planning solution and the business performance dashboards increased insight and accountability across the company. Clear Insight is an enabler and I look forward to partnering with them on future projects. As a result, we have been able to more fully realize the value of our investment in Clarity.”
“We are very pleased with the guidance and support from Clear Insight. We consider them to be an important long-term service provider for our company.”
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