Business at a Glance
The Firm
ClearBrook Financial delivers the discipline of a Fortune 500 finance department to growing service businesses. We combine monthly bookkeeping, financial reporting, and fractional CFO advisory into one trusted partnership — so owners can stop guessing at their numbers and start making decisions with confidence.
The Market
Owner-led service businesses doing $500K–$5M in annual revenue, headquartered anywhere in the United States. Served remotely through secure workflows from our Chicago base.
The Differentiator
Most bookkeepers are accountants who learned to run software. ClearBrook's founder is an operator who learned the books from the inside — 25+ years running service businesses before building this firm.
The Growth Channels
- Direct — digital marketing, LinkedIn, SEO-driven inbound
- CPA Partner Network — referral partnerships with tax firms nationwide
- Owner Referrals — existing-client word of mouth in target industries
Founder Credentials
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YEARS LEADERSHIP$0M+
REVENUE MANAGED0
ACTIVE CERTIFICATIONS0%
U.S.-BASED TEAMService Tiers
Core Financial Oversight
Clean monthly books for businesses under $1M
$799/moGrowth Advisory
KPI dashboards + advisory for $1M–$3M
$1,499/moExecutive Financial Partnership
Full fractional CFO for $3M–$5M+
$1,999/mo
Bookkeeping and Fractional CFO Support for Growing Service Businesses
We clean up your books, close your month on time, and give you the financial clarity to grow with confidence — backed by 25+ years of operating experience and $155M+ in managed revenue.
If Your Books Are Behind, Your Decisions Are Behind.
Most growing service businesses outgrow their bookkeeping long before they realize it. The warning signs are quiet but costly:
You Don't Know Your Numbers
You can't tell me your gross margin, cash position, or most profitable service line without guessing.
Your Books Are Always Behind
Financials show up weeks after month-end, if they show up at all. Tax season is a scramble.
You're Flying Blind
You make hiring, pricing, and spending calls on gut feel instead of numbers — and you know it's catching up with you.
More Than a Bookkeeper. A Financial Partner.
Most bookkeeping firms hand you a stack of reports and disappear until next month. ClearBrook is different. We run your books the way a Fortune 500 finance department would — accurate, on time, and tied to the KPIs that actually drive your business. Then we sit down with you and translate those numbers into decisions you can act on.
Real Numbers, In Real Time
Reporting systems that let owners see performance, margins, and cash flow as they happen.
A Clean, Closed Month — Every Month
Disciplined monthly close means your numbers are accurate and decision-ready.
KPI Dashboards Built Around You
Revenue per job, labor efficiency, gross margin by service line — your industry's real metrics.
Problems Flagged Before They Cost You
We identify trends, risks, and opportunities before they show up on a late P&L.
Systems That Scale When You Do
Built to support businesses as they grow from $500K to $5M and beyond.
A Partner, Not a Pass-Through
Direct founder access, dedicated U.S.-based team, disciplined leadership.
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YEARS LEADERSHIP$0M+
REVENUE MANAGED0
ACTIVE CERTIFICATIONS0%
U.S.-BASED TEAMBuilt for Service Businesses Doing $500K to $5M in Revenue
We work best with owner-led service businesses where the founder is still in every major decision but needs a finance function that's grown up. Our deepest experience is in:
I built ClearBrook after 25 years of sitting in the owner's seat — running operations, managing teams, and being responsible for every dollar that came in and went out. I know what it feels like to close a month and not trust the number. I built this firm so you never have to feel that way again. If we take you on, we own your books like they're our own.
— BRAD SUMMERS, FOUNDER
Ready to Trust Your Numbers Again?
Book a 30-minute Clarity Call. We'll walk through where your books stand today, where the gaps are, and whether we're the right fit. No pitch, no pressure.