Clartis Group works with U.S. founders, growth-stage CEOs, family offices, and international groups with American operations — providing senior finance leadership, cash and margin discipline, and practical AI delivery.
Partner-led from diagnosis to delivery. Measured by outcomes, not slides.
We do not replace your CPA or your bookkeeper. We sit above them — running the finance function the way a CFO would, with implementation built in.
Fractional CFO. Senior finance leadership on a defined cadence — for fundraising, restructuring, board reporting, or the period between institutional finance hires.
FP&A & cash discipline. Rolling 13-week cash forecasting, budget vs. actuals discipline, scenario planning, and forward-looking management reporting built on top of your existing accounting system.
Investor & lender-grade financial models. Models that survive institutional scrutiny — for venture rounds, asset-based lending, private credit, SBA financing, or board-level capital allocation decisions.
US GAAP ↔ IFRS reporting. For international groups with U.S. operations or U.S. groups with international subsidiaries — including consolidation, translation, and reconciliation between standards.
Applied AI for finance and operations. Practical AI workflows for sales, finance, intake, and back-office work — with human approvals, audit trails, and measurable ROI built in.
Founder-led growth companies between $5M and $100M in revenue that have outgrown a bookkeeper but are not ready for a $300K-base full-time CFO.
PE-backed portfolio companies that need 100-day plan execution, value-creation discipline, monthly reporting standards, and fractional finance leadership during a transition.
Family offices and holding companies with operating subsidiaries that need group-quality reporting, consolidation, and finance discipline imposed across portfolio businesses.
International groups with U.S. operations that need finance leadership in U.S. time zones with comfort in both U.S. GAAP and IFRS reporting.
Our partners have sat in the CFO seat — closing across entities, owning IFRS consolidation, building investor-grade models, and running 13-week cash forecasting through restructuring pressure.
We have shipped AI in production across finance, voice, and workflow. Practical implementation, not AI theatre.
See all practices →Tell us the business outcome you need — fundraising, restructuring, cash discipline, consolidation, or practical AI adoption. We'll define the fastest path forward.
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