We’ll Plug A Fractional CFO, Tax Strategist & Bookkeeper Into Your Business For One Monthly Fee

Scale faster. Save on taxes. Make confident decisions, without ever thinking about your finances again.

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Join 500+ businesses we’ve helped save millions in the past 6 years and scale without the stress.

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Trusted By Businesses Such As:

Hemon AdOutreach TeamBuildr Launchpeer Juicebox Prospecting On Demand Pro+Kinetix Gym Member Machine 7 Figure Dojo
500+Clients Served
8+Years of Excellence
5Country Team

Here’s What You Get With CleverProfits

  1. 01

    Access a full finance team for one flat rate

    Get a fractional CFO, tax strategist, accountant, and bookkeeper working together to guide your growth. All for less than the cost of hiring one financial expert in-house.

  2. 02

    You’ll always know your numbers

    Your dedicated CFO transforms complex financial data into clear insights, helping you make confident decisions about hiring, expansion, investments, or preparing for an exit.

  3. 03

    Proactive financial support & year-round tax planning

    Instead of reactive tax filing and basic reports, you’ll receive strategic CFO guidance, quarterly tax planning sessions, and smart strategies to help you scale while keeping more of what you earn.

  4. 04

    Near instant responses (under 24 hours)

    With guaranteed replies within 24 hours through your private Slack channel, you’ll never be left waiting days for answers to urgent financial questions.

  5. 05

    Detailed CFO-level reporting (that actually makes sense)

    We create forward-looking models that give you the financial clarity you need to scale confidently. You’ll have peace of mind knowing this critical part of your business is handled by experts who care about your success.

  6. 06

    Stop guessing where the money’s going

    We track every dollar across your business so you always know what’s profitable, what’s not, and where to focus your energy for maximum growth.

  7. 07

    Strategic partners that care about your business

    We implement specialists to your specific industry, and your team is fully invested in your success.

  8. 08

    Pay the lowest tax bill legally possible

    Your tax expert implements proactive year-round strategies that have saved our clients millions in total, all legally.

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See What Other Business Owners Experienced After Working With CleverProfits

Case Study #1
“Before Clever Profits, I was overworked and stressed with no real financial understanding. Now I have total clarity and a real plan to scale.”
Alex Rodriguez, Founder @ The Growth Clinic
Case Study #2
“Clever Profits is hands down the best. It’s a no-brainer. If you’re serious about your business, you need them on your team.”
Todd Giannattasio, Founder @ Tresnic Media
Case Study #3
“Our profit is now higher than our revenue was 10 months ago.”
Daniel Stafford and Robby Switzer, Co-Founders @ Shopanova

“3x Growth That We’ve Seen.”

The 3x growth that we’ve seen since we started working with them is largely due to the guidance and wisdom they have.
Bogdan PaduaEasyFX

“Brought Clarity To The Business.”

Working with Adam has been awesome he’s brought clarity to the business. I don’t have to log into QuickBooks anymore.
GR HoffGym Member Machine

“Easiest Tax Season.”

Our finances are complicated… this has been the easiest tax season we’ve ever had.
Jim FisherJuicebox

“Helped Us In So Many Ways.”

The whole team over at Clever has been amazing they’ve helped us in so many ways.
Brandon CastroClosing Babes

“Peace Of Mind.”

The biggest difference for me was peace of mind. I can finally focus on running my business.
Bob CruzRC Digital

“Always On Point.”

They’re so responsive, they’re on top of things, attention to detail is always on point.
Ellen YinEllen Yin Media LLC

“The Best We’ve Worked With.”

Blake is the best we’ve worked with and we’ve worked with a ton of different ones.
Jennifer Waters7 Figure Dojo

“CPA, Bookkeepers And CFO In Our Back Pockets.”

It really feels like we have our CPA, bookkeepers and CFO in our back pockets at any time.
Domenic FraboniMobility Method

“Saved Me So Much On Taxes.”

Since finding CleverProfits they’ve saved me so much money on taxes and kept me organized.
Mit Smith9-5 Flipping

“There For Every Need.”

The team is there to help you with every need and are super responsive.
Hakeem WhiteHakeem Getz You Gainz
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Packages

Here’s What You’ll Get Access To:

  • Monthly CFO Strategy Call
  • Detailed Monthly CFO Reports
  • KPI Tracking and Targeting
  • Budget Creation & Management
  • Monthly Cash Flow Forecasting
  • Sales Forecast Modeling
  • Hiring Schedule Planning
  • Growth Advisory & Strategic Planning

  • Private Slack Channel (<24hr Response Time)
  • Weekly Transaction Categorization
  • Monthly Account Reconciliation
  • Ongoing Chart of Accounts Optimization
  • Monthly 5-Minute Financial Loom Videos
  • Custom Financial Dashboard

  • Business Tax Return Filing
  • Quarterly Tax Strategy Calls
  • Proactive Year-Round Tax Planning
  • Tax Savings Optimization
  • S-Corp Election Guidance (add-on)
  • Personal Tax Returns (add-on)

  • Payroll Processing
  • Bill Payment Processing
  • Historical Book Cleanup
  • Historical Tax Filings
  • Personal Tax Returns
  • Controller-Level Cash Flow Management
  • M&A Preparation & Financial Modeling
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Frequently Asked Questions

How Is This Different From My Current CPA or Bookkeeper?

Most CPAs and bookkeepers just reconcile your books and file your taxes once a year. That’s it. We operate completely differently. With CleverProfits you get:

  • A fractional CFO who specialises in your industry and helps you make strategic decisions about hiring, expansion and growth opportunities.
  • Proactive tax strategists actively working throughout the year to minimize your tax burden legally.
  • True financial clarity in real-time so you know where your money is going, what’s profitable, and what to focus on next through custom dashboards and monthly five-minute financial videos.
  • Guaranteed replies within 24 hours on Slack. No more waiting weeks for an email back from an accountant.

So you’re getting a CFO, tax strategist, accountant and bookkeeper all working together for less than hiring one quality financial person in-house.

What Does This Monthly Fee Include?
  • CFO-level strategy and growth planning
  • Quarterly tax planning calls and year-round strategy
  • Complete bookkeeping and monthly financial statements
  • Proactive tax savings, tax compliance and filing
  • 24-hour response guarantee via private Slack channel
  • Monthly CFO reports, meetings and five-minute financial walkthrough videos
  • Custom financial dashboard with KPI tracking
  • M&A preparation and financial modelling (when needed)

Add-ons available: payroll processing, bill payment, historical cleanup, personal tax returns and controller-level cash flow management.

What Industries Do You Specialize In?

We’ve worked with over 400 clients in dozens of industries, ranging from gyms, med spas and agencies to coaching and more.

What If I’m Planning To Sell My Business In The Next Few Years?

Great. We’re exceptionally good at cleaning up messes and building complex models for M&A-focused clients. Our work helps you increase exit multiples by avoiding financial pitfalls that due diligence could flag.

Why Do I Need A CFO?

You need clarity if you want to scale confidently and a CFO helps you make decisions like:

  • Can I afford this next hire? Your CFO shows you exactly how it impacts cash flow.
  • Should I expand to a second location? Your CFO models it out so you see the real numbers.
  • Am I actually profitable, or just busy? Your CFO tells you which clients and services make money and which drain it.
  • How do I prepare for a sale or raise capital? Your CFO cleans up your financials and builds the models investors want to see.
  • What should I focus on to grow faster? Your CFO identifies the levers that actually move the needle.

When you reach a point in business, gut feel doesn’t cut it any more. Decisions get bigger, the stakes get higher, and one wrong move can cost you months of progress.

Ready to scale your business with clear decisions?

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