Financial Clarity
Clean books, accurate reporting, and CFO-level financial oversight — delivered by our team so you always know exactly where your business stands.
Who This Is For
You do not need a big team or a complicated business to benefit from Financial Clarity. You just need to care about where your money is going and want someone reliable to help you see it clearly.
New Clients
Whether your books have never been set up properly or have not been touched in months, we start with a scoping call to understand your situation and give you a clear quote. No judgment, no guessing.
Growing Businesses
Many founders are generating real money but have no clear picture of margins, cashflow, or where the leaks are. Financial Clarity gives you the reporting and CFO-level insight to make decisions with confidence instead of gut feel.
What's Included
Scope is determined after an initial conversation — every engagement is sized to your business, not a one-size package.
Monthly reconciliation and categorization so your books are always current and accurate.
The numbers that actually tell you how your business is performing — not just what's in the bank.
Strategic financial leadership without the full-time hire — for founders who need more than clean books.
The Process
Financial Clarity engagements are scoped in an initial conversation, then run on a monthly cadence. No long-term lock-in — just consistent, reliable financial oversight delivered by our team.
As your business grows, the engagement grows with it.
We learn your business, your current financial setup, and what level of support makes sense. We scope the engagement and set expectations clearly.
We get access to your books, clean up any backlog, and establish the monthly reporting rhythm that keeps you informed without requiring your time.
Every month you receive clean books, accurate reports, and a clear picture of where your business stands — delivered by our team, reviewed with you on a schedule that fits your life.
As your business evolves, so does the engagement. We flag financial trends, surface opportunities, and make sure your numbers are always working for you.
A Note on How This Is Delivered
Financial Clarity is delivered by our team — not solely by Tim. That's intentional. Tim's focus is on high-level strategy and the Founder's Freedom Roadmap. Your ongoing financial work is handled by dedicated team members who specialize in it, with Tim providing oversight and strategic guidance.
What that means for you: consistent, reliable service that doesn't depend on any one person's availability — and a team that knows your business because we built the systems alongside you.
Financial Clarity
Book a free scoping call and we will walk through your current situation, what you actually need, and exactly what it would cost. No pressure and no confusion about what you are getting.
Common Questions
Our Financial Clarity retainers start at $250 per month for early stage businesses with straightforward bookkeeping needs and scale up to $4,000 per month for larger operations requiring full CFO oversight, cashflow forecasting, and strategic financial reporting. The right tier depends on your transaction volume, revenue, and what you need to see each month. We scope every engagement before quoting so you never pay for more than you need.
We work primarily in QuickBooks Online and hold QuickBooks ProAdvisor Advanced certification. If you are not currently on QuickBooks Online we can help you get set up. If you are on another platform we will assess what makes sense for your situation before recommending a change.
Absolutely, and this is one of the most common situations we encounter. Backlog cleanup is handled as a separate one-time engagement before the ongoing retainer begins. We assess the books first, provide a flat fee for the cleanup, get everything current, and then transition into the monthly retainer. You will never pay retainer pricing for catch-up work.
Yes. We work alongside your CPA and coordinate at year end, providing books in whatever format they prefer including direct QuickBooks access or exported reports. If you do not currently have a CPA we are happy to connect you with one in our network. Clean, well-organized books make your CPA relationship more productive and often reduce your year-end accounting costs significantly.
At minimum every client receives a plain-language profit and loss statement and a cashflow snapshot. Standard and Advanced tier clients also receive a KPI summary showing the numbers that matter most to their specific business, a month-over-month comparison, and a short CFO narrative explaining what the numbers mean and what to watch. It is designed to be read in five minutes, not filed and forgotten.
We record and track both AP and AR as part of the bookkeeping service. Active payment processing (paying bills on your behalf) and active collections management are available as add-ons and are scoped and priced separately based on volume and complexity. For payroll, we work with small businesses running QuickBooks Payroll and handle recording and management for straightforward setups. We discuss all of this during the scoping call so there are no surprises.
Iron Sharp Solutions is based in Kannapolis, NC and proudly serves small businesses throughout Cabarrus County, Concord, and the greater Charlotte area. We also work with clients across the country remotely. If you are a founder with the right problem, geography is not a barrier.