Struggling with Financial Complexity?

We Simplify Your
Financial World

At CLN Equity Management LLC, we get it — running a business is tough, and the numbers can be a headache. That’s where we come in. We’re not just your accountants; we’re your partners in making your business life easier. 

We handle the finances so you can get back to doing what you love, growing your business and making big moves. Let’s take care of the money stuff together, so you can focus on what really matters.

CLN Equity ManagementCLN Dashboards
dashboards.clnequitymgmt.com
Illustrative data
CLN Dashboards

Your books, always current.

A live dashboard, connected straight to your books, spreadsheets, and more.

Overview

Everything, on one screen.

Cash balance — last 6 months
Weekly digest

A weekly update, delivered automatically.

Week of Sep 8 – Sep 14, 2026
Balance sheet

Assets, liabilities, and equity — at a glance.

Statement of cash flows

Track cash flow trends over time.

Net cash by activity, monthly
Profit & loss

Revenue and expenses, updated in real time.

Revenue vs. expenses, monthly
AR / AP aging

Know what's owed — and what you owe.

Receivables vs. payables, by age
See your numbers like this.

CLN Dashboards connects to your QuickBooks, spreadsheets, and more — keeping your numbers current, with no manual pulls and no waiting for month-end.

clnequitymgmt.com
Demo shown with sample data.
Introducing CLN Dashboards

How We Work

How We Help You Grow: Our 3-Step Process

01

Assess

We dive deep into your financials to understand your unique needs and challenges.

02

Strategize

We create a financial strategy that’s spot-on for your goals and dreams.

03

Execute

We put the plan into action, driving growth and helping you succeed.

Our Certifications

Verified by Experts. Valued by Clients.

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Recognized by Intuit for advanced QuickBooks expertise and trusted client support.

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Certified to manage core QuickBooks Online tasks - setup, bookkeeping, and reports.

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Officially trained in bookkeeping essentials for accurate, reliable records.

What Our Clients Say

Trusted by Businesses Like Yours

Stephanie is fantastic! She is very knowledgeable and invested in doing what's best for our business. She is also very patient in walking us through proper bookkeeping procedures with our QBO software and provides timely responses to my numerous questions. Highly recommend!

Terry

Stephanie provides an excellent accounting service. She replies promptly to all inquiries. She gives appropriate feedback and corrections to any correspondence. She provides clear guidance on a variety of topics from cost accounting to state sales taxes.

John Warfield
Radrock Creations

Stephanie Kirkpatrick has been absolutely amazing. Never hesitates to answer any questions we may have in a timely manner. She also makes everything clear and understandable, so there is no question what is going on.


Jennifer Giles
MaxFit Sports Nutrition - Pace
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