Turning data into decisions, and decisions into systems that run themselves
Everything below is one engagement: the dashboards that show you what's happening, the operating leadership that decides what to do about it, and the automation that makes it happen without a person pushing every button. Delivered as a fractional, interim, or long-term partnership, priced for SMB budgets.
Senior operating leadership with direct CEO, COO, and CFO experience, paired with in-house analytics that most advisory firms outsource, all delivered through the CLEAR™ Business Performance Framework.
Executive Leadership
Fractional, interim, or long-term operating leadership embedded in your team: meeting rhythm, accountability structure, and quarterly planning discipline, with full EOS® discipline or an equivalent cadence depending on your system.
Financial Performance
CFO-grade visibility: revenue, OPEX, EBITDA, and cash position at a glance, with YOY trending, waterfall analysis, and cash flow forecasting built for confident board reporting.
Operational Excellence
ERP and process improvement, role and metric definition, and the issue-resolution discipline that stops the same problems from resurfacing quarter after quarter.
Executive Intelligence™
Purpose-built dashboards: sales & pipeline intelligence with what-if scenario modeling, interactive P&L drill-down, and geographic & market analytics, connected directly to your QuickBooks, ERP, CRM, or flat files.
AI Enablement
Practical AI readiness for small and midsize businesses: assessing where AI genuinely helps, preparing your data, and putting it to work inside the workflows you already run.
Fast to Value
Most clients are live with their first dashboard within 2–4 weeks. We build on your existing systems (no rip and replace), and every engagement includes ongoing refinement, not one-and-done delivery.
This is what makes a decision permanent. Once leadership decides something should happen every time, we wire it into secure, reliable, cost-aware infrastructure, sized for small and midsize businesses, not enterprise price tags.
Systems Integration
Your ERP, CRM, accounting, and operational systems rarely talk to each other. We build the event-driven connections that make them work as one: an invoice created in your ERP can automatically assemble a branded sales piece of the items sold and email the PDF to your client, with no person in the loop. If it has an API, we can put it to work.
Process Automation
The manual work between your systems (reports assembled by hand, data re-keyed between tools, files moved on a schedule), scripted, scheduled, and monitored so it happens every time, without anyone remembering to do it.
Monitoring & Alerting
Know about problems before your customers do: uptime and performance monitoring, actionable alerting, and dashboards that show the health of every system you rely on.
Cloud Architecture & AWS
Well-architected AWS environments: migrations, greenfield builds, security and cost reviews, and infrastructure-as-code so your environment is documented, repeatable, and auditable.
From kickoff to clarity in four steps
Discovery
We map your business questions, data sources, systems, and stakeholder needs. No assumptions. We start with outcomes.
Connect
Secure connections to your ERP, accounting, CRM, and operational systems. Cloud or on-premise.
Build
Iterative development with rapid prototypes, stakeholder reviews, and refinement cycles, for dashboards and infrastructure alike.
Activate
Training, onboarding, and a transition to ongoing advisory support, so value compounds over time.
A partnership model, not project consulting
ClearwaterIQ works fractionally, on an interim basis, or as a long-term partner: a durable resource for owners who intend to stay lean indefinitely, or a bridge to an internal hire for those building toward one. Either way, you work with one dedicated partner who learns your business in depth, not a rotating bench of consultants.
Not sure where to start?
Most engagements start with a single dashboard and grow from there. Start with a 30-minute discovery conversation and we'll tell you honestly what would move the needle first.
Schedule a Discovery Call