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Presented by Steven M. Plumb, CPA Firm Capabilities

CFS Overview

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Page 1: CFS Overview

Presented by Steven M. Plumb, CPA

Firm Capabilities

Page 2: CFS Overview

2 © 2009 Clear Financial Solutions, Inc.

Agenda

Target Market Services New Services Partners

Page 3: CFS Overview

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

Page 4: CFS Overview

4 © 2009 Clear Financial Solutions, Inc.

Services

Contract CFO & SEC Reporting Key Performance Indicator Analysis Performance Improvement SOX Consulting Strategic Planning Audit Preparation Services

Page 5: CFS Overview

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

Page 6: CFS Overview

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

Page 7: CFS Overview

7 © 2009 Clear Financial Solutions, Inc.

Partners Steven M. Plumb, CPA David Pomerantz Christine Lee, CPA

Page 8: CFS Overview

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

Page 9: CFS Overview

9 Copyright 2009 Clear Financial Solutions, Inc.

David Pomerantz

Over 25 years experience Former CFO Focus on Manufacturing & Complex Service

Companies Experienced operational manager

Page 10: CFS Overview

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

Page 11: CFS Overview

11 © 2009 Clear Financial Solutions, Inc.

Where to Find Me...

Steven M. Plumb, CPAwww.clearfinancials.com

[email protected]

Thank you for coming!!!!