How Clear Direction Advisors Can Help

Clear Direction Advisors believes you can’t get to where you are going unless you have a plan to help you get there.

Whether you are a startup looking to make sure you have everything setup right or needing to secure financing, an established business seeking to streamline or expand your operations, or an organization in need of financial insights, we can help. 

We offer Strategic Business Planning and Fractional CFO Services.

Start and Grow Your Business the Right Way

Clear Direction Advisors’ goal is to help educate entrepreneurs. We want people to learn. 

We help new Canadian business owners learn the ins and outs of starting a business.
Don’t know about sales tax or business registration? Not sure what systems you need in place to run your business?
We will teach you.

The Entrepreneur’s Roadmap Membership

This exclusive membership is for business owners that need some help, no matter if you are starting out or looking to grow. Topics include accounting, understanding financial statements, marketing, operations, and human resources. With a private community, live calls, and lots of information (including expert guests), you will stop feeling like you are spinning your wheels and start gaining traction in your business.

Strategic Business Planning One on One

We understand that every business is unique and a tailored approach to strategic planning may be what you are looking for. That’s why we offer one-on-one strategic business planning sessions that are designed to help you achieve your business goals and overcome challenges in a personalized and effective way.

We offer a customized approach, expert guidance, flexible scheduling, and practical and actionable solutions to your business needs and challenges. We want our clients to feel empowered. We also want people to come out of the one on one workshops with clarity about their business. People should also feel that they can ask questions in these sessions and get the answers that they need.

Confidentiality and Professionalism is something that Clear Direction Advisors prides itself on in addition to our commitment to you. You can trust us to handle your strategic planning process with the utmost care, professionalism, and integrity.

Fractional CFO services

We offer fractional Chief Financial Officer (CFO) services to our clients. If you are a startup that requires the expertise of a CFO but doesn’t have the money to keep one on the payroll full-time, we can help.

When hiring us for a fractional role, we will: 

  • Review and analyze finances
  • Define financial goals and forecasts
  • Look at cash flow projections and analysis
  • Strategic planning for business

Still have questions?

Book a call: Booking Page

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