Finance & Accounting

The financial clarity
your business deserves

We handle your full finance function — accounting, payroll, FP&A, and treasury — so you can focus on building your business.

Clarex
01

Senior-level expertise

No junior handoffs — you work directly with experienced finance professionals.

02

Full-service scope

One firm handling accounting, payroll, FP&A, treasury, and more.

03

Tech-forward

Built on QuickBooks, Ramp, ADP, and Bill.com for speed and visibility.

A boutique finance team that works like an in-house partner

Clarex brings senior-level financial expertise to growing businesses — without the overhead of a full-time hire. From startup foundations to mature finance functions, we build the systems and deliver the results your business runs on.

"Clean books aren't just good hygiene — they're the foundation every great business decision is built on."
Tools we work with
QuickBooks ADP Bill.com Ramp Excel & Google Sheets

Financial expertise, built for your stage

From early-stage startups to established businesses, we deliver hands-on finance and accounting services that keep you accurate, compliant, and in control.

Full-Cycle Accounting

End-to-end bookkeeping and accounting so your books are always audit-ready and accurate.

  • Accounts payable & receivable
  • Month-end close & reconciliation
  • General ledger management
  • Financial statement preparation

FP&A

Forward-looking financial planning and analysis to help you make confident, data-driven decisions.

  • Budgeting & forecasting
  • Variance analysis
  • KPI dashboards & reporting
  • Scenario & sensitivity modeling

Payroll

Accurate, on-time payroll processing with full compliance — so your team always gets paid right.

  • Payroll processing & administration
  • Tax filings & compliance
  • Benefits & deduction management
  • ADP setup & management

Treasury

Proactive cash and liquidity management to protect your business and optimize working capital.

  • Cash flow forecasting
  • Banking relationship management
  • Working capital optimization
  • Payment controls & approvals

Startup Finance

Finance infrastructure built for founders — from entity setup through your first institutional raise.

  • Finance function buildout
  • Investor reporting & cap table
  • Runway modeling
  • Audit & due diligence prep

Tech Stack & Tools

Implementation and optimization of best-in-class financial tools for automation and visibility.

  • QuickBooks setup & cleanup
  • Bill.com AP automation
  • Ramp spend management
  • ADP payroll integration

Our approach

01
Assessment
We review your current books, tools, and workflows to identify gaps, risks, and quick wins.
02
Setup
We configure your tech stack — QuickBooks, ADP, Bill.com, Ramp — and establish clean processes from day one.
03
Operate
We run your finance function on an ongoing basis, delivering timely close, payroll, and reporting every cycle.
04
Advise
With clean data in hand, we layer in FP&A insights and strategic guidance to help you grow with confidence.

Let's start a conversation

Tell us about your situation. We typically respond within one business day.

Email
hello@clarex.com
Phone
+1 (555) 234-5678
Office
350 Fifth Avenue, Suite 4200
New York, NY 10118
Hours
Monday – Friday, 9am – 6pm ET

"We don't just close your books — we make sure you understand what they're telling you."

— Founding Partner

Thank you — we'll be in touch shortly.