Unlike specialty firms with a narrow focus or high price firms geared toward large companies, we work throughout small companies to help with a full range of issues. See the need service areas below and let’s work on a plan for you.

See the need service areas below and let's work on a plan for you.

Get in touch with us

Service Areas


  • Financial management reporting & training on oversight processes.3434
  • Budget creation
  • Cash flow Management: Simple Processes & Methods
  • Cost cutting analysis

Human Resources

  • Staff Alignment and Organization Chart Development
  • Job Descriptions
  • Interviewing Preparation & Topgrading
  • New Employee Onboarding Processes and Short-Term Goal Structuring
  • Employee Reviews, Bonus Compensation Plans, & Corrective Action Procedures
  • Organization & Productivity Coaching for Staff Members
  • Leadership Coaching


  • Strategic Plan Development
  • Goal-Setting & Accountability
  • Establishing Key Performance Indicators (KPI) and Accountability Measurements
  • Succession Planning
  • Exit strategy: Preparing Your Business
  • Balanced Scorecard


  • Document Key Processes and Procedures (Develop a Policy & Procedure Manual)
  • Assistance in Selecting Outside Services Vendors
  • ERP Project Planning
  • Business Operations Review & Optimization
  • Fractional Administrative Management

Sales & Marketing

  • Marketing Plans & Budgets
  • Strategic Website Review
  • Selling & Pricing Strategies


  • Executive Coaching
  • Start-up Business Planning
  • Business Mentoring
  • Outsourced Management Services
  • Serve as an “Executive On-Call”
  • Help Address Everyday Challenges and Advise on Big Issues
  • Private equity board relationship & meeting preparation
  • Fractional C-level Assistance

How it works

Single Project Support:

We will meet to scope the project, then will provide a detailed proposal for your needs. The proposal will typically include a not-to-exceed estimate of hours and we will bill you monthly for the project hours used until the project is complete.

Fractional Management and Outsourced Operational Support:

We will determine with you the level of difficulty and weekly/monthly hours needed to support your needs. We will then provide either an hourly rate or monthly fee proposal. The first several weeks may require additional hours for ramp-up and orientation for the required responsibilities.

ClearPoint Packages:

We build packages to address the common needs of small companies.

Strategic Planning

  • Review of current plan and strategy materials
  • Five, 2-hour workshops to develop new key strategic plan components
  • Written Strategic Plans
    • Detailed Plan
    • 1-Page Summary Plan
    • 90-Day Action Plan
Call for Pricing

Business Accounting Review

  • Review of existing chart-of-accounts, financial reports, and budget format.
  • Establish meaningful financial reporting and train on efficient use (will work with bookkeeper as needed).
  • Review of key accounting processes (max. 5).
  • Provide recommended changes to formats and processes, as needed.
Call for Pricing

Administrative Policy & Procedure Documentation

  • Meet with stakeholders to map process(es).
  • Work with team to identify additional efficiencies within process(es).
  • Includes one (1) draft revision meeting and update.
  • Includes flowchart and written procedures for each process.
  • Includes both digital files and binder for hard copy safekeeping.
Call for Pricing
Tony Baumgartner

Principal Advisor

Email Tony