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Executive
Do It For You

This plan is built for executives who need more than information—they need a blueprint. The Executive Plan delivers personalized strategy, team-wide alignment, and direct access to expert oversight, so your entire organization can operate with intention. From private roadmap sessions to policy audits and regional cohorts, this isn’t about learning—it’s about leading. If you're ready to hardwire ROI into your financial operations and empower your team to move in sync, this is your edge.

Valued at $5,999/6 mo (billed semi-annually)
Subscription contents

What's included?

Everything in the Professional Plan plus...

Quarterly Business Reviews

Get tailored strategic guidance in private sessions that align your goals with execution.

1:1 Transformation Plan Consulting

Our done-for-you approach—where we guide and execute your transformation plan alongside your team to ensure every efficiency, rebate, and cash flow opportunity is fully captured.

Satisfaction Guarantee

Our Satisfaction Guarantee ensures qualified customers only pay if measurable value is delivered. If we don’t produce results, you owe nothing.*
*Guarantee eligibility requires approval and execution of the Satisfaction Guarantee Addendum prior to project start.
Don’t Wait to Profit From the Money You’re Already Spending

Every month you delay is cash left on the table.
Start building your ClearView System today—and turn your back office into a growth engine that pays you back.