Faithful Stewardship. Financial Clarity.

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Your Nashville & Franklin Fractional CFO

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Faithful Stewardship. Financial Clarity. | Your Nashville & Franklin Fractional CFO |

Stop guessing your next financial move.

If your numbers feel confusing or stressful, you’re not alone. Clearpoint helps business owners turn financial data into confident decisions and predictable cash flow.

Our simple DiagnoseDesignDrive process brings clarity before complexity.

Start your diagnostics
Owen from Clearpoint Financial at a Franklin coffee shop, reflecting our relational fractional CFO approach

A clear path from financial stress to confident decisions.

1) Diagnose: Financial Clarity Diagnostic

Every engagement starts here. We take a focused look at your financials to uncover what’s actually driving stress or uncertainty. You’ll gain clarity around cash flow, priorities, and the decisions that matter most right now. This is a paid assessment designed to give you clear direction, whether you continue working with us or not.

2) Design: Financial System & Roadmap

Clarity turned into structure. Using what we uncover in the Diagnostic, we design a financial system tailored to your business. This includes clear cash flow logic, owner pay clarity, and a practical roadmap for the next 30, 60, and 90 days, plus a longer-term view of sustainable growth.

3) Drive: Ongoing CFO Partnership

Confident execution as your business evolves. For owners who want continued support, Drive is an ongoing partnership where we help you operate the system we designed, adapt as the business changes, and make calmer, more confident decisions over time.

When your financial strategy is clear, you will:

- Make informed decisions with ease.

- Anticipate cash flow and plan for growth.

- Focus your time on leading, not guessing.

- Build a business that runs intentionally, not reactively.

Clarity starts with a diagnosis. Start yours here.

Begin your diagnostic

Our goal is simple. We make your finances clear and manageable so you can lead with confidence. We help you steward the resources entrusted to you by strengthening cash flow, planning for growth, and preparing for the future. As your financial partner, we will guide you through your numbers so you can focus on running and enjoying your business.

What we help you manage, grow, and steward well

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What we help you manage, grow, and steward well |

Cash and Control

We help you understand, manage, and anticipate cash so day-to-day decisions feel calm and controlled, not reactive.

We uncover what’s actually driving profit and help you grow in a way that’s sustainable, intentional, and aligned with your goals.

Profitability & Growth

We help you plan beyond today, aligning financial decisions with the future you want for your business and your life.

Long-Term Strategy & Exit

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