Coaching and Advisory services

Business Coaching

Our business coaches assist owners and managers across every aspect of their business management, operation and expansion. We bring in sector resources needed to address specific needs and issues. Our approach is to surround you with the help that you need, when you need it!

ClearBlu Coaching primary services include customized one-on-one advising designed to assist and inform business owners and managers to help them make better informed business decisions to grow and sustain their businesses.

We take our clients through in depth discovery, defining a clear mission, vision and core principles, a full assessment of their current market position, short and long term planning for success.

In-Depth Assistance

We take the time to get to know you and your business to insure you get the assistance you need. Typical advising sessions include financial topics, access to capital, growth planning, marketing and sales, employment issues, government procurement, e-commerce and more.

Your coach will take the time to learn about your business and you as an owner/manager. This approach is part of the long-term relationship with your business that is designed to help insure you have the knowledge, tools and processes you need to take the business wherever you want it to go. In short, we help you find what you need to make better informed business decision now and into the future.

Real Estate Project Management and Owner Representation Services

ClearBlu offers comprehensive real estate project management and owner representation services that help to take your vision from a concept to a finished product.  We work side by side with owners and developers to create a development strategy, perform due diligence studies including a zoning and site analysis, establish and monitor budgets and schedules, process entitlements, obtain permits and monitor construction activities. Our advisors will use our connections to assemble an expert design and construction team to execute your vision.  As your representative, we will meet with local approval agencies on your behalf, make presentations to the zoning board and City Council, and plan and conduct important meetings (kick-offs, regular progress meetings, groundbreaking, etc.).

Most of all, ClearBlu prioritizes relationships and has established a commitment to building strong communities.  We will ensure your project’s success by forming strong bonds through community engagement and outreach. 

Business Accounting and Financial Reporting

ClearBlu offers full-service bookkeeping solutions providing accounts payable, accounts receivable, bank reconciliation, and financial reporting for small businesses, churches, and nonprofits.  We genuinely value the objectives of each business client and are continually seeking revolutionary methods to preserve resources, scale down tax obligations, and at all times keep your company running seamlessly.  We spend time in understanding all we can regarding how your business works day-to-day, and then we plan accounting and bookkeeping services around your specific requirements.

Ready to Get Started?

We recognize how much of our work depends on talented brokers and generous referrals, which is why our relationships with other financial professionals matter so much.  Contact us today to speak to one of our commercial finance consultants, set up an interview to join our team, or learn more about our referral and broker program.

Get in touch
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