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Presented by Steven M. Plumb, CPA
Firm Capabilities
2 © 2009 Clear Financial Solutions, Inc.
Agenda
Target Market Services New Services Partners
3 © 2009 Clear Financial Solutions, Inc.
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.
Services
Contract CFO & SEC Reporting Key Performance Indicator Analysis Performance Improvement SOX Consulting Strategic Planning Audit Preparation Services
5 © 2009 Clear Financial Solutions, Inc.
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.
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.
Partners Steven M. Plumb, CPA David Pomerantz Christine Lee, CPA
8 © 2009 Clear Financial Solutions, Inc.
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.
David Pomerantz
Over 25 years experience Former CFO Focus on Manufacturing & Complex Service
Companies Experienced operational manager
10 Copyright 2009 Clear Financial Solutions, Inc.
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.
Where to Find Me...
Steven M. Plumb, CPAwww.clearfinancials.com
Thank you for coming!!!!