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Financial Advisory for Small Business

Turn Messy Financials Into Clear, Actionable Insights

We help business owners improve cash flow visibility, clean up financial reporting, and build simple systems that drive better decisions — without the complexity of traditional accounting.

8+
Years in institutional finance
$15K+
Cash obligations uncovered
MBA
UIUC + Ohio State Finance
✦ Free — No Credit Card

Free 5-Minute Consultation

No pitch. Just a quick conversation to identify your biggest financial blind spot.

🔒 No spam. No pressure. Your info stays private.

Sound Familiar?
Most Business Owners Are Flying Blind
Great revenue doesn't protect you from cash flow surprises. The problem isn't the business — it's the lack of financial systems.
📊

You don't fully trust your numbers

Your books exist but reports feel off — inconsistent categories, missing data, no real clarity.

💸

Cash flow feels unpredictable

You check the bank balance instead of a forecast. Obligations surprise you at the worst times.

📋

Reporting is inconsistent or missing

No one is giving you a clear picture of where money is coming from and where it's going.

🎯

Decisions happen without real data

Hiring, pricing, spending — major calls made without financial visibility to back them up.

"Most businesses don't fail from lack of revenue — they fail from lack of financial visibility."
82%
of small businesses fail due to cash flow problems
60%
of owners don't track cash flow weekly
$0
cost to start — free 5-min call today
Our Framework
What C.L.E.A.R. Means
Every engagement is built around five pillars that move you from confusion to control.
C
Cash
Know exactly where your cash stands, what's coming in, and what's going out — every week.
L
Liquidity
Identify risks before they become crises. Always know if you can cover next month's obligations.
E
Execution
Financial clarity that actually gets implemented — not just reports that sit in a folder.
A
Analysis
KPIs, margins, and trends translated into plain language so you can act with confidence.
R
Reporting
Simple, consistent reports designed for decision-making — not just compliance.
What We Offer
Three Ways We Work Together
From a one-time financial cleanup to ongoing fractional CFO advisory — choose what fits your business right now.
01

Financial Clean Up

Start with a solid foundation. We review your financials, identify gaps, and restructure reporting so your numbers actually mean something.

  • P&L and Balance Sheet review
  • Inconsistency and gap identification
  • Chart of accounts optimization
  • Financial structure recommendations
02

Cash Flow Visibility

Stop guessing. We build a simple, practical cash flow system showing inflows, outflows, and future obligations — all in one place.

  • Short-term cash flow tracker
  • Inflow and outflow categorization
  • Liquidity risk identification
  • Simple forecasting framework
03

Monthly Advisory

Ongoing financial partnership. Every month we review your numbers, track KPIs, monitor cash, and give you clear direction as your fractional CFO.

  • Monthly financial review
  • KPI tracking and reporting
  • Cash flow monitoring
  • Owner advisory calls
Investment
Simple, Transparent Pricing
Fixed pricing. No surprises. Every engagement comes with a defined scope and clear deliverables before any work begins.
One-Time

Financial Clean Up

Starting from
$750
  • Full P&L and Balance Sheet review
  • Chart of accounts cleanup
  • Financial structure recommendations
  • Gap and inconsistency report
  • One follow-up call included

Scope confirmed before payment

One-Time + Systems Build

Cash Flow System

Starting from
$1,500
  • Everything in Clean Up
  • Custom cash flow tracker built
  • AR and AP tracker setup
  • KPI dashboard creation
  • 30-day check-in call

Most popular starting package

Recurring Monthly

Fractional CFO Advisory

Starting from
$500/mo
  • Monthly financial review
  • Cash flow monitoring
  • KPI tracking and reporting
  • Monthly owner advisory call
  • Scales to $1K–$3K/mo as you grow

No long contracts — cancel anytime

Why C.L.E.A.R.
Not Your Typical Financial Firm
We're not bookkeepers. We're financial operators — focused on decisions, not just data entry.
Traditional BookkeepingC.L.E.A.R. Consulting
Reporting FocusHistorical data only✓ Forward-looking insights
ApproachData entry focused✓ Decision-focused
StylePassive / reactive✓ Proactive advisory
DeliverablesGeneric reports✓ Custom financial systems
OutcomeCompliance✓ Business performance
Who You're Working With
A Financial Operator, Not Just a Consultant
Kenny Tran
Kenny Tran
Founder, C.L.E.A.R. Consulting LLC

Kenny Tran spent nearly a decade inside the financial engine rooms of some of the most demanding institutions in the country — managing hundreds of millions in liquidity, building forecasting systems that executives rely on daily, and executing deals most people only read about in the news.

He has sat at the table where the real financial decisions get made. He knows what it looks like when a business has complete clarity over its cash — and he knows exactly what it costs when it doesn't.

Now he brings that same institutional-grade thinking to small and mid-sized business owners who have been running on gut instinct and bank balance checks for too long.

Kenny is a U.S. Army veteran, holds a BS in Finance from The Ohio State University, and is pursuing his MBA at the University of Illinois Urbana-Champaign. He holds certifications in Six Sigma, FMVA, and multiple enterprise financial platforms.

C.L.E.A.R. Consulting was built on a single belief: small business owners deserve the same financial clarity that large corporations pay millions for. The difference is now you can get it without the price tag.

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Background
Nearly a decade inside institutional finance
Managing hundreds of millions in liquidity, cash forecasting, financial modeling, and high-stakes deal execution at the enterprise level.
Military Service
U.S. Army Veteran (2016–2022)
Six years of service. Radio Transmission Officer overseeing communications for 300+ soldiers. Discipline, precision, and execution under pressure.
Education
MBA — Univ. of Illinois Urbana-Champaign (In Progress)
BS in Finance — The Ohio State University
Certifications & Tools
Six Sigma Green Belt · FMVA · SAP S/4HANA
NetSuite · Power BI · Microsoft Office · Adaptive Workday
8+
Years in institutional finance
$100M+
In financial exposure managed
6
Years of military service
Client Results
Real Businesses. Real Outcomes.
Three examples of what financial clarity looks like in practice — across different industries.
Case Study 01 — Contractor

No Cash Visibility, Running on Bank Balance

Problem

Owner had zero cash flow visibility, relying solely on the bank balance to make spending decisions.

Solution

Implemented a custom cash flow tracker with full inflow/outflow categorization.

Results
  • Identified $15K in upcoming obligations
  • Avoided a short-term cash shortfall
  • Improved weekly decision-making
Case Study 02 — Retail / Ecom

Messy Reporting, Unclear Profit Margins

Problem

Disorganized reporting made it impossible to identify which product lines were actually profitable.

Solution

Cleaned category structure and simplified reporting into a single-page financial dashboard.

Results
  • Identified unprofitable product lines
  • Improved margin visibility
  • Enabled confident pricing adjustments
Case Study 03 — Local Services

No AR Tracking, Chronic Late Payments

Problem

No accounts receivable system — invoices going unpaid for weeks with no follow-up process.

Solution

Built a complete AR tracker with automated aging flags and a structured collections process.

Results
  • Reduced overdue receivables significantly
  • Improved monthly cash inflows
  • Increased overall cash stability
Client Voices
What Clients Are Saying
Real feedback from business owners we've worked with — more added as the firm grows.
Early Client

Working with Kenny completely changed how I look at my business finances. For the first time I actually know where my cash is going every week.

JR
J.R.
Contractor — Home Services, Dallas TX
Early Client

He built our cash flow tracker and AR system in one weekend. We recovered overdue invoices within the first month and finally have cash stability.

SM
S.M.
Business Owner — Local Services, Plano TX
Early Client

Finally have a financial system that actually works. Kenny simplified everything — I make better business decisions every single week now.

AT
A.T.
eCommerce Owner — Retail
How It Works
From Call to Clarity in 5 Steps
A simple, structured process so you always know what happens next.
1

Free 5-Min Call

We identify your biggest pain point and confirm we're the right fit.

2

Discovery Session

We walk through your current financials, systems, and goals in depth.

3

Scoped Proposal

Clear scope, fixed pricing, defined deliverables — no surprises.

4

Build & Deliver

We execute the cleanup, system build, or advisory on a defined timeline.

5

Ongoing Clarity

Monthly reviews keep your financials clean and decisions data-driven.

Ready to Finally Understand Your Numbers?

Book a free 5-minute consultation. No pitch, no pressure — just clarity on where to start.

✦ 100% Free — No Obligation
Get in Touch
Have a Question? Let's Talk.
Not ready to book a call yet? Send a message and Kenny will personally respond within 24 hours.

No pressure. Just a conversation.

Whether you have a quick question about your financials, want to know if C.L.E.A.R. Consulting is the right fit, or just want to learn more — send a message and I will get back to you personally.

Every business is different. The best place to start is a real conversation.

Email [email protected]
Website clearconsultingtx.com
LinkedIn linkedin.com/in/kennytran97
Location Plano, Texas — Serving businesses nationwide
Response Within 24 hours — usually same day

Your information is never shared or sold.

✦ Message received! Kenny will respond within 24 hours.