*Non-assurance advisory service (not an audit, attestation, or opinion).Prioritize Your Clarity.
Every engagement starts with a focused diagnostic in one lane: finances, systems, or AI, giving you a clear read on what’s working and what to fix first.
Financial Clarity & Control
Business owners put years of their life into the business. SMB Clarity gets it. The goal is simple: sleep better knowing the books are accurate and current, controls are tight, and the work runs predictably.
- A review of financials, cash flow, systems, and the end-to-end money cycle
- Findings on control gaps and exposure across access, approvals, vendor spend, and key workflows
- A prioritized action plan ranked by impact and effort, with clear next steps for your team
Clear fix this first priorities to reduce surprises, tighten control, and improve what the business returns to you.
Technology That Pays
Most businesses do not need more software. They need the tools they already pay for to pull their weight. We map your stack, what each tool does, what it really costs, and how it fits into the way work gets done day to day.
- A clear inventory of apps, platforms, and subscriptions with true monthly and annual cost
- Identification of overlap, unused licenses, and low value tools to cut, consolidate, or downgrade
- A findings and recommendations report that shows what to keep, what to cut, and why
A leaner tech setup that costs less, is easier for your team to use, and works with the business instead of against it.
AI Readiness & Risk
Most SMBs are overwhelmed by AI hype. You do not need predictions or buzzwords. You need clarity. We review your tools, workflows, and goals to show where AI helps, where it adds risk, and whether it is worth doing at all.
- A review of your current tools, data, and workflows to confirm where AI saves time or creates extra work
- A clear set of realistic use-cases that fit your team, your goals, and your budget
- A practical risk checklist covering accuracy, privacy, workflow disruption, cost, and failure points
A grounded decision you can trust. You will know what to ignore, what to revisit later, and what (if anything) is worth doing now.