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Robert’s Story

Bob began as an entrepreneur who ran a successful business with multiple locations in several states. In addition to his primary business, Bob also had several other upstart initiatives and found himself experiencing some serious cash flow issues, which began to negatively impact every facet of his life. Both professionally and personally.

Once payroll checks began to bounce, Bob realized he needed to seek out professional, outside assistance. Armed with several shoe boxes filled with bank statements, receipts, and some ominous IRS notices, Bob showed up at Clear Management, turned to Amelia (Clear Management’s Founder), and said, “I think I need help.”

Over the course of the next several months, the Clear Management team dove in and conducted a comprehensive, forensic bookkeeping review and implemented financial systems tailored to manage Bob’s cash flow and bring his records up-to-date. Clear Management also helped Bob coordinate with the IRS and local tax agencies to respond to notices, correct several years worth of tax filings, and negotiated manageable payment solutions that his business could sustain.

Today, Bob continues to enjoy his role as a highly creative serial entrepreneur; but he does so stress-free. Now, when he takes new strides forward in the industry, he’s confident in the knowledge that all of the financial minutiae of his many businesses will be handled by a team of professionals who relish attention to detail and accurate reporting. Empowering Bob to do what he does best: build thriving businesses.

It also means he can leave the shoe boxes behind.

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