Your finance team, without the overhead.
Claridad is an outsourced finance operations partner for businesses with operational complexity. We handle bookkeeping, AP/AR, payroll, reporting, and the systems behind it all.
Most businesses are financially blind and carrying it alone.
Before Claridad, most teams don't know what the business actually costs to run, which projects are profitable, or what's safe to pay and when. Even when some help already exists, nobody fully owns it, leaving room for mistakes, blind spots, and cash surprises.
"I'm afraid to look under the hood. I wouldn't even know what I'm looking at."
"I have this constant feeling that something big is slipping through the cracks."
"I have to remember everything, because I don't think anyone else will."
"Managing our finances takes so much time I could be spending on my actual business."
What sets us apart.
The way your business already runs is the starting point. We build the financial operation around that, and adjust it as things change.
Part of the company
We learn how the business runs and anticipate what's needed next.
Financial operating systems
We connect workflows, approvals, reporting, and vendor management into one system.
Built around how you work
We shape the process around your business, not a fixed template.
The system evolves with you
We keep redesigning the operation as you grow: new hires, new complexity.
White-glove, defined concretely
Proactive, fast, and highly available. We solve problems before they surface.
One partner, the full financial operation.
Instead of piecing this together across people, tools, and software, you get one team who knows your business.
Bookkeeping & Reconciliation
Every transaction categorized and reconciled.
Financial Reporting & Analysis
P&L, balance sheet, cash flow
Cash Flow Management
Forecasting and real-time visibility.
Accounts Payable
Bills captured, approved, and paid on time.
Accounts Receivable
Invoicing and collections, handled end to end.
Payroll
Accurate, on time, every cycle.
Tax & Compliance Coordination
Audit-ready books and CPA coordination.
Systems & Infrastructure
The software and workflows behind it all.
Advisory & Strategy
Planning sessions tied to real decisions.
Priced for depth of partnership.
Steady monthly bookkeeping and operational support: invoices, bills, cash-flow updates, quarterly reviews.
Best for teams building financial visibility for the first time.
High-involvement, weekly-cycle support with faster turnaround and monthly strategy meetings.
For teams ready to hand off day-to-day financial ownership.
CFO-level advisory with near real-time updates, same-day priority response, and ongoing strategy sessions.
A full finance department, without building one in-house.
Final pricing is scoped to your business on a call.
Common questions
Who do you typically work with?
We work with businesses that have complex operations: juggling multiple vendors and clients, running different types of engagements, tracking revenue and expenses by client, location, or line of business. If that sounds like how your business operates, we're likely a good fit.
How is this different from hiring someone in-house?
Claridad runs the whole operation as one accountable partner, without you having to build and manage that department yourself. A bookkeeper, controller, or finance manager each come with their own salary, benefits, and management time, and you'd still need to coordinate between them.
What happens to my current CPA or tax accountant?
We handle the operational side: bookkeeping, payables, payroll, and reporting. Your CPA keeps doing tax work, and we keep them supplied with clean, accurate numbers so tax season isn't a scramble.
What happens as my business changes or grows?
The operation gets rebuilt around you as you grow: new hires, new projects, new reporting needs. We redesign the workflows as the business changes instead of treating onboarding as a one-time setup.
How do we get started?
Every engagement starts with a discovery call to understand your business: your current workflows, pain points, and how you're handling things today. From there, we confirm we're the right match and scope the right level of involvement together.
Book a Call
We will talk through how your finances run today and what a dedicated financial operation would look like for your business.
Every engagement starts with a conversation to confirm fit and scope.