The Road to Growth Gets A Lot Clearer From Here

ClearRoad saved the day!! I needed some last minute financials in a hurry, and Stephanie got the job done. She was professional, efficient, detail oriented, and she has my highest recommendation! I’ve never had a more seamless and low stress interaction with bookkeeping services. I will definitely use her services again in the future and I wish I knew about her sooner!!!

Clear Road Financial was extremely professional. I trusted them with my conversion of all my accounting and financial records and they did a wonderful job. They were very patient and attentive.

ClearRoad Financial has become an integral part of our operations as a growing business in a complex distribution channel. With their expertise, Stephanie and her team have helped my business navigate growing pains and everyday challenges, and in the process I have gained confidence and crucial knowledge. When peers and colleagues ask what our secret to success is, I don’t hold back in telling them — it is ClearRoad Financial.

I have worked with this group for a few years for bookkeeping and financial advising services. They provide a wonderful team of people who easily connect with you and communicate. They prioritize small businesses, which is one reason I have used them for so long. Highly recommend!

I have been a ClearRoad Financial client for about 3 years and I’d recommend them to anyone looking for a financial consulting company. What sets Stephanie and her team about are the following: (1) they spent significant amount of time understanding my business, my customers and where I was headed; (2) they. are proactive and follow through on all their commitments and (3) in the most surprising and least intrusive way, they taught me a lot about business finance. It has been a joy working working with ClearRoad Financial and most importantly, I have saved a lot of money!

As a small business owner, my time and energy is pulled in many directions daily. Hiring ClearRoad to take over my bookkeeping and financial analysis has freed my time to focus on other elements of growing my business. I receive clear and thorough communication of my financial position. My business is growing at a faster, more profitable pace because of hiring ClearRoad.

Working with Clear Road has been one of the best investments I’ve made for my company in years! I gained so much insight, and she is very thorough and patient. She opened my eyes to benefits of a financial advisor that I didn’t even know about! I look forward to consulting her for years to come

I am truly impressed by the outstanding service provided by ClearRoad Financial. Stephanie, Chrissy, and the entire team consistently go above and beyond. Working with them has been a delightful experience, and their expertise is invaluable to us. I genuinely don’t know what we’d do without them!

…ClearRoads internal organizational systems to keep their clients on track are top-notch. They make it so you can focus on running your business without having to remember “Did I do this?” or “Did we complete that?” Not to mention, they’re professional and communicate finances in a down-to-earth and compassionate way – another area of appreciation for those of us who struggle in that department! The list of appreciation goes on. I cannot speak more highly of this team and credit much of our growth and success to ClearRoad!

I have been working with Stephanie and her team at ClearRoad since December 2021 and cannot say enough good things about the work that they do. I am a small business owner in Austin, TX and had previously struggled to find the right comprehensive financial care to help me feel confident in not just my bookkeeping but in the decisions I make to grow my business. Stephanie and ClearRoad offered just that. They are reliable, professional, and incredibly compassionate. They never hesitate to answer my questions or to take my call. I can trust their work 110% and never have to worry that my books aren’t tight and that I’m not getting the information I need to run to my company successfully from a financial point of view. In sum, I highly recommend them and their work!

Working with ClearRoad Financial is so beneficial to our organization. They are the epitome of professionalism – organized, detail-oriented, prepared, proactive, and very pleasant to work with. ClearRoad takes a “one-team” approach to their client partnerships and this investment in the working relationship is unparalleled in the industry. Thank you, ClearRoad! Our partnership with you makes our organization stronger.

I can’t believe how lucky we are to have found ClearRoad Financial. They were recommended to us by our CPA for our bookkeeping but quickly became so much more. Their financial guidance and partnership were invaluable as we navigated the 2020 Covid and PPP environment. I highly recommend ClearRoad for small businesses that not only want accurate bookkeeping, but also a partner that provides insightful financial guidance along the way. I cannot recommend them enough! Thanks so much to everyone at ClearRoad for always going above and beyond!

Stephanie and team are fantastic to work with and I never had that worry of “are things being filed on time?” or “are my books a mess?” Although they are super responsive and can organize the numbers the best way for your business — They’re also willing to train at whatever level requested so you’re empowered to take a look at the numbers any time (and know what you’re looking at!). They’ve been a great partner and would HIGHLY recommend them to anyone needing a stellar bookkeeping partner.