OUR MISSION AND OUR STORY

WHY CLF EXISTS

Why We Built CLF Advisory Group

 

Tech moves fast — but financial clarity doesn’t happen by

 accident. Before founding CLF Advisory Group, our founder

 worked inside a large tech organization, watching

 innovative teams build, launch, and scale… while their

 financial operations lagged behind.

 

We saw the same pattern again and again:

✔  Cash flow wasn’t being proactively managed.

 

✔  Pricing didn’t match workload or margins.

✔  Financial decisions were reactive.

✔  Founders were stretched thin with

no real financial partner.

 

CLF was created to change this.

 

Today, we help tech firms build strong financial

foundations, stabilize operations, and grow without

flying blind.

WHO WE SERVE

We specialize in working with:

 

✔  Tech service providers

 

✔  IT firms

 

✔  Network engineering and cybersecurity consultants

 

✔  Tech-enabled small businesses scaling operations

 

If you’re a tech founder who wants clean books, clear

 reports, and strategic financial direction — you’re in the

 right place.

WHAT WE DO

CLF delivers financial clarity, stability, and

support for fast-moving tech businesses.

 

Our services include:

 

✔  Monthly bookkeeping & financial management

 

✔  Cash-flow clarity & advisory support

 

✔  Forecasting & profitability planning

 

✔  Financial readiness reviews

 

✔  Operational insights for tech service firms

 

We don’t just deliver reports.

 

We deliver understanding, direction, and a clear path forward.

OUR APPROACH

How We Work


You don’t need more financial data — you need

clarity, confidence, and a partner who

helps you make sense of the numbers.

 

Our approach combines:

 

✔  Tech-industry insight

 

✔  Expert bookkeeping & strategy

 

✔  Truth-based guidance

 

✔  Transparent communication

 

✔  Accurate, timely reporting

 

✔  Forward-looking planning

 

So you always know where your business

stands — and where it’s headed.

MEET THE TEAM

Charmaine L. F.

Founder & Chief Financial Strategist

 

Charmaine brings 15+ years of experience supporting

business owners. With deep insight into tech operations, she leads

all strategy and advisory at CLF, ensuring clients receive practical,

 honest, and actionable financial guidance.

Dailah R.

Bookkeeping Team Lead

 

Dailah oversees the bookkeeping operations at CLF, ensuring every

 transaction is placed correctly and every report is accurate. Her

 attention to detail keeps your financial foundation rock-solid.

Henry J.

Social Media Team

 

Henry manages CLF’s LinkedIn presence, sharing insights, education,

 and updates that support our tech community.

Future VA

Administrative Support (Hiring Early 2026)

 

We’re growing. Our Admin VA will strengthen onboarding,

 documentation, and client support workflows.

OUR VISION

Our Vision for the Future


CLF Advisory Group is growing into a firm grounded in

 partnership, trust, accuracy, and long-term financial

clarity for tech founders.

 

Our vision is simple:

 

To be the financial partner tech entrepreneurs

rely on when they want sustainable

growth, stability, and clear direction.

 

We continually evolve our systems, knowledge, and

tech-focused services to support the speed of the

industry — because your business never stands still,

and neither do we.

LIGHT SOCIAL PROOF

A Word From the Tech Community


“CLF gave us clarity we didn’t even know we were

missing. Clean books, clear direction, and support that

actually understands tech.”

 

— Tech Founder, Michigan

READY TO GET YOUR

FINANCIAL CLARITY BACK?

Meet with us for a Financial Readiness Review

and get a clear snapshot of where your

business stands today — and what comes next.

READY TO GET STARTED?

Let’s build the financial clarity and confidence your

business deserves. CONNECT WITH ME HERE.

NEWSLETTERS

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bookkeeping resources and support

CONNECT WITH US

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