ClearVu operates on a retainer model aligned to client size, complexity, and the level of financial leadership required. No hourly billing. No surprise invoices.
Explore Our ServicesClearVu does not bill by the hour. Retainers create predictability for the client and allow the firm to maintain a consistent monthly operating rhythm. Four variables determine the appropriate retainer level.
Monthly transaction volume, number of accounts, entity structure, and reconciliation complexity.
Whether the engagement includes management statements, dashboards, variance analysis, and cash-flow forecasting.
The degree of strategic advisory, planning, capital support, and forward-looking financial leadership needed.
Number of legal entities, accounting systems in use, and external parties (lenders, investors, auditors) to coordinate with.
The following tiers describe the scope of work. Actual retainer fees are determined after a short assessment of your specific requirements.
Startups and early-stage SMEs with straightforward operations that have outgrown DIY bookkeeping.
Growth-stage companies, multi-location operations, or businesses with inventory, projects, or departmental reporting needs.
Companies preparing for financing, scaling, or managing increased financial complexity where CFO judgment is required.
On pricing transparency: Retainer fees are not published because they are directly tied to scope — not to broad categories. A Tier 2 engagement for a 5-person professional services firm looks different from one serving a 50-person multi-entity manufacturer. The assessment process ensures the retainer is proportional to actual requirements, avoiding over- or under-scoping from the start.
Onboarding is scoped separately when historical cleanup, system changes, or reporting redesign is required. This work ensures that the monthly cycle begins with accurate data and properly structured processes.
Without a reliable starting point, downstream reporting and forecasting will reflect underlying data problems rather than actual business performance. Onboarding is not optional when the books are disorganized.
The scope and cost of onboarding depends on the state of existing records, the accounting system in use, and the complexity of the entity structure. It is assessed during the initial conversation.
Chart of accounts design, system configuration, and integration with payroll, banking, and reporting tools.
Remediation of disorganized or incomplete records, going back as far as required to establish a clean baseline.
Reconciliation of opening balances to ensure the monthly cycle begins with numbers you can rely on.
Templates and cadence designed around the client's operational reporting needs and leadership preferences.
Since pricing is tied directly to complexity rather than broad categories, the process begins with a brief review of your current situation.
Submit a short contact form or email with a brief description of your organization's primary finance need and current situation.
A 30-minute conversation to understand monthly transaction volume, entity structure, reporting expectations, forecasting needs, existing systems, and data quality.
A clear proposal outlining the scope of work, tier placement, onboarding requirements (if any), and the monthly retainer aligned to actual complexity.
Upon agreement, onboarding is scheduled and the monthly operating rhythm begins. Most engagements are fully operational within 30 days.
The conversation begins with a short assessment of your current finance environment. No obligation — just a direct discussion about whether ClearVu is the right fit.
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