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Firm Capabilities Presented by Steven M. Plumb, CPA
© 2009 Clear Financial Solutions, Inc. 2 Agenda Target Market Services New Services Partners
© 2009 Clear Financial Solutions, Inc. 3 Target Market Startups Companies with revenues < $100M High technology (Life science & IT) Service Manufacturing & Distribution Oil & Gas Real estate
© 2009 Clear Financial Solutions, Inc. 4 Services Contract CFO & SEC Reporting Key Performance Indicator Analysis Performance Improvement SOX Consulting Strategic Planning Audit Preparation Services
© 2009 Clear Financial Solutions, Inc. 5 Contract CFO Services Bread and butter of firm Strategic planning Business plan development Focus on market research Capital formation Financial statement preparation Go public services M & A due diligence SEC filings
© 2009 Clear Financial Solutions, Inc. 6 New Services Sarbanes-Oxley tool for shell companies Fixed fee of $1,250 Can be scaled up for add’l $ Reporting package for shell cos Recordkeeping SEC filings SOX compliance Fixed annual fee of $6,500
© 2009 Clear Financial Solutions, Inc. 7 Partners Steven M. Plumb, CPA David Pomerantz Christine Lee, CPA
© 2009 Clear Financial Solutions, Inc. 8 Steven M. Plumb, CPA 25+ years experience (26 as CPA) Former KPMG auditor Public company experience SEC PIPEs Registration statements Life science & IT entrepreneur Capital formation
Copyright 2009 Clear Financial Solutions, Inc. 9 David Pomerantz Over 25 years experience Former CFO Focus on Manufacturing & Complex Service Companies Experienced operational manager
Copyright 2009 Clear Financial Solutions, Inc. 10 Christine Lee, CPA Over 25 years experience Former Delloite & Touche senior manager Experience in key treasury and financial roles in private and public companies Applies knowledge of best practices to bring value to any business. Expertise in oil & gas, finance, retail, healthcare & manufacturing
© 2009 Clear Financial Solutions, Inc. 11 Where to Find Me... Steven M. Plumb, CPA www.clearfinancials.com steven@clearfinancials.com 713.780.0806 Thank you for coming!!!!

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CFS Overview

  • 1. Firm Capabilities Presented by Steven M. Plumb, CPA
  • 2. © 2009 Clear Financial Solutions, Inc. 2 Agenda Target Market Services New Services Partners
  • 3. © 2009 Clear Financial Solutions, Inc. 3 Target Market Startups Companies with revenues < $100M High technology (Life science & IT) Service Manufacturing & Distribution Oil & Gas Real estate
  • 4. © 2009 Clear Financial Solutions, Inc. 4 Services Contract CFO & SEC Reporting Key Performance Indicator Analysis Performance Improvement SOX Consulting Strategic Planning Audit Preparation Services
  • 5. © 2009 Clear Financial Solutions, Inc. 5 Contract CFO Services Bread and butter of firm Strategic planning Business plan development Focus on market research Capital formation Financial statement preparation Go public services M & A due diligence SEC filings
  • 6. © 2009 Clear Financial Solutions, Inc. 6 New Services Sarbanes-Oxley tool for shell companies Fixed fee of $1,250 Can be scaled up for add’l $ Reporting package for shell cos Recordkeeping SEC filings SOX compliance Fixed annual fee of $6,500
  • 7. © 2009 Clear Financial Solutions, Inc. 7 Partners Steven M. Plumb, CPA David Pomerantz Christine Lee, CPA
  • 8. © 2009 Clear Financial Solutions, Inc. 8 Steven M. Plumb, CPA 25+ years experience (26 as CPA) Former KPMG auditor Public company experience SEC PIPEs Registration statements Life science & IT entrepreneur Capital formation
  • 9. Copyright 2009 Clear Financial Solutions, Inc. 9 David Pomerantz Over 25 years experience Former CFO Focus on Manufacturing & Complex Service Companies Experienced operational manager
  • 10. Copyright 2009 Clear Financial Solutions, Inc. 10 Christine Lee, CPA Over 25 years experience Former Delloite & Touche senior manager Experience in key treasury and financial roles in private and public companies Applies knowledge of best practices to bring value to any business. Expertise in oil & gas, finance, retail, healthcare & manufacturing
  • 11. © 2009 Clear Financial Solutions, Inc. 11 Where to Find Me... Steven M. Plumb, CPA www.clearfinancials.com steven@clearfinancials.com 713.780.0806 Thank you for coming!!!!