SECURE CLIENT PORTAL

INDEPENDENT CFO support

focused on outcomes, not billable hours

CLARUM partners with founder-led and board-governed businesses to provide independent, CFO-level support

and specialized advisory support for complex financial and governance matters.

Led by a Disney alumnus with senior CFO and Controller experience,

bringing disciplined financial leadership to complex financial decisions.

End-to-end encrypted secured file exchange for maximum security

In-depth tax & accounting research for compliance and growth

Cloud-based efficiency with real-time financial insights

Our Services

ASSURANCE & AUDIT

We prepare accurate financial statements, ensure GAAP compliance, and enhance confidence for lenders, investors, shareholders and boards.

TAX COMPLIANCE & PLANNING

From filings to strategic tax planning, we help businesses minimize tax exposure while staying fully compliant with federal and state regulations.

CFO ADVISORY

Timely financial reporting, Cash flow management, forecasting, budgeting, and financial strategy - acting as your fractional CFO for informed decisions..

BUSINESS STRUCTURE

We help entrepreneurs choose the right legal and tax structure - LLC, S-Corp, C-Corp or Partnerships - to optimize protection, tax efficiency and scalability.

M&A ADVISORY & VALUATION

We support mergers, acquisitions, and ownership transitions from valuation, due diligence and negotiation support with strategic alignment.

CLOUD REPORTING

We bring your accounting and reporting to the cloud with real-time reporting with clarity, control and confidence for informed decision-making.