Hey, I’m Dan and I am excited that you are checking out ClearFi. I have had the privilege of working for some great organizations over my career and I have been able to serve and support some amazing clients. I’ve learned a heck of a lot about complex tax issues, entity structure, accounting processes, wealth transfer, asset protection…. you know, all the really exciting stuff (HA). Don’t get me wrong, a lot of professional service firms do really good work for their clients, but I believe a lot of companies and their people are still settling for really clunky ways of “doing finance” within their organization. Out dated software, manual processes, useless reports, continuing to pay for professional services that should be automated… these are just a few of the areas where we can partner together to make the entire finance function of your company more clear, more effective and more of what you and your team need.

So if you are interested in having a partner who can offer high-level financial knowledge, check out the services we provide and reach out. We can’t wait to explore things with you!