Our Team

The people behind your financial clarity

ClearLedger is built on a simple belief: business owners deserve a real financial partner — not a software subscription or a once-a-year tax call. Our team brings decades of hands-on experience to every engagement.

65+
Years Combined Experience
$500K–$30M
Business Revenue Range Served
100%
Focused on Small Business
Nationwide
Remote, Everywhere You Are

LEADERSHIP

The founders who built this

Brittany Farrell

CO-FOUNDER

Brittany Farrell

Fractional CFO · CPA · M&A and Multi-Industry Financial Strategist

Brittany is one of the most experienced operators in the fractional CFO space. As Founding Partner and CEO of Riverwoods CFO & Advisory Services — a firm she's led for over 7 years — she has worked directly with business owners across home services, construction, real estate, manufacturing, hospitality, retail, automotive, non-profits, legal, medical, and professional services. She co-founded Encore Roofing & Exteriors and scaled it to multi-million dollar revenue with strong margins and zero outside equity or debt. At Buy & Build Advisors, she brings M&A, due diligence, and accounting expertise to small and middle-market transactions. As Principal at Copper Mtn Family Holdings, she oversees a diversified portfolio spanning trades, construction, AI, energy, and health. Brittany doesn't just read your financials — she's built and operated businesses herself.

FRACTIONAL CFO

M&A & DUE DILIGENCE

CASH FLOW

BUDGET FORECASTING

MULTI-INDUSTRY

BUSINESS ACQUISITIONS

Contact Brittany
Jerrad Smith

CO-FOUNDER

Jerrad Smith

Chief Revenue Officer · Business Growth & Financial
Strategist

Jerrad brings a rare combination to ClearLedger: 20+ years in sales, marketing, and revenue strategy paired with deep expertise in business operations and financial performance. As a Chief Revenue Officer and Managing Partner across multiple industries — from roofing and home services to business acquisitions and private investment — he has sat in the same seat as his clients, making high-stakes decisions without clear financial visibility. That experience is exactly why he built ClearLedger. Jerrad works directly with founders to close the gap between their revenue and their profit, turning financial data into decisions that actually move the business forward.


REVENUE STRATEGY

SALES & MARKETING

BUSINESS ACQUISITIONS

OPERATIONAL GROWTH

PROFIT LEAK AUDIT™

Contact Jerrad

ASSOCIATES & SUPPORT NETWORK

65 years of expertise behind every engagement

Behind every ClearLedger engagement is a deep bench of seasoned CFOs, CPAs, accountants, and financial associates — each with hands-on experience running the numbers for businesses just like yours. When your engagement calls for specialized depth, it's already on your team.

Fractional CFOs

Senior financial executives who have served as CFO or VP Finance for small and mid-market businesses across multiple industries.

CPA & Tax Associates

Licensed CPAs who specialize in small business tax strategy, compliance, and year-end coordination — so your CPA handoff is seamless.

Senior Bookkeepers

Experienced bookkeepers who have managed accounts for businesses from $500K to $30M — with deep fluency in QuickBooks, Xero, and industry-specific platforms.

Industry Specialists

Associates with deep sector expertise in law firms, home services, agencies, e-commerce, and professional services — who understand your industry's specific financial patterns.

65+

YEARS COMBINED EXPERIENCE ACROSS THE TEAM

$500K–$30M

BUSINESS REVENUE RANGE OUR TEAM HAS SERVED

Multi-industry

LAW, HOME SERVICES, AGENCIES, E-COMMERCE & MORE

100%

REMOTE-FIRST — AVAILABLE NATIONWIDE

HOW WE WORK

The principles behind every engagement

We're partners, not vendors

We measure our success by the clarity and confidence you feel about your finances — not by hours billed. Your wins are our wins.

Forward-looking, not backward-recording

Clean books are the foundation, but they're not the goal. We use your numbers to help you make better decisions about what happens next.

Plain language, always

Financial jargon is a barrier, not a credential. We explain what your numbers mean in terms that make sense — and that you can act on.

Tailored, never templated

Every engagement is scoped to your business — your stage, your industry, your goals. There are no one-size packages at ClearLedger.

WORK WITH US

Ready to put this team
to work for your business?

Book a 30-minute discovery call with Jerrad & Brittany. No pitch, no pressure — just an honest look at your financials and what's possible when you have the right team in your corner.

Book a Discovery Call, Today!