Step 1
Submit your Financial Clarity Review
Create your portal account, upload your latest statements and exports, and submit your review.
Process
A clear path from review to ongoing support
Firm guidance with portal-delivered speed. Start by submitting your statements, then choose the level of partnership you need.
Three steps
Firm-first process
No long kickoff timeline required to get clarity.
Step 2
Optional 15-minute walkthrough
Talk through your results with EJC and get a second set of eyes on priorities.
Step 3
Engage monthly support
If we are a fit, we move into monthly close, reporting cadence, and advisory support.
Time expectation
Most scores are ready in under 5 minutes once your submission is complete.
FAQ
Common process questions
Most scores are ready in under 5 minutes once your submission is complete.
No. You can submit asynchronously in the portal. A 15-minute walkthrough is optional.
You can implement recommendations internally, book a 15-minute walkthrough, or engage EJC for ongoing monthly accounting support.
Start with your latest Profit and Loss and Balance Sheet in PDF, CSV, or Excel format.