Clear Financial Solutions provides contract CFO, accounting, and SEC compliance services primarily to startups and small companies. Their services include strategic planning, financial reporting, audit preparation, and Sarbanes-Oxley compliance. They target high-growth industries such as technology, life sciences, manufacturing, and energy. The firm is led by Steven Plumb, a CPA with public company experience, along with partners David Pomerantz and Christine Lee, who each have over 25 years of experience in finance, accounting, and operations.

1. Firm CapabilitiesPresented by Steven M. Plumb, CPA

2. © 2009 Clear Financial Solutions, Inc.2AgendaTarget MarketServicesNew ServicesPartners

3. © 2009 Clear Financial Solutions, Inc.3Target MarketStartupsCompanies with revenues < $100MHigh technology (Life science & IT)ServiceManufacturing & DistributionOil & GasReal estate

4. © 2009 Clear Financial Solutions, Inc.4ServicesContract CFO & SEC ReportingKey Performance Indicator AnalysisPerformance ImprovementSOX ConsultingStrategic PlanningAudit Preparation Services

5. © 2009 Clear Financial Solutions, Inc.5Contract CFO ServicesBread and butter of firmStrategic planningBusiness plan developmentFocus on market researchCapital formationFinancial statement preparationGo public servicesM & A due diligenceSEC filings

6. © 2009 Clear Financial Solutions, Inc.6New ServicesSarbanes-Oxley tool for shell companiesFixed fee of $1,250Can be scaled up for add’l $Reporting package for shell cosRecordkeepingSEC filingsSOX complianceFixed annual fee of $6,500

7. © 2009 Clear Financial Solutions, Inc.7PartnersSteven M. Plumb, CPADavid PomerantzChristine Lee, CPA

8. © 2009 Clear Financial Solutions, Inc.8Steven M. Plumb, CPA25+ years experience (26 as CPA)Former KPMG auditorPublic company experienceSECPIPEsRegistration statementsLife science & IT entrepreneurCapital formation

9. Copyright 2009 Clear Financial Solutions, Inc.9David PomerantzOver 25 years experienceFormer CFOFocus on Manufacturing & Complex Service CompaniesExperienced operational manager

10. Copyright 2009 Clear Financial Solutions, Inc.10Christine Lee, CPAOver 25 years experienceFormer Delloite & Touche senior managerExperience in key treasury and financial roles in private and public companiesApplies knowledge of best practices to bring value to any business.Expertise in oil & gas, finance, retail, healthcare & manufacturing

11. © 2009 Clear Financial Solutions, Inc.11Where to Find Me...Steven M. Plumb, CPAwww.clearfinancials.comsteven@clearfinancials.com713.780.0806Thank you for coming!!!!