About
Two halves of one strong business.
The discipline to make a business run lean, and the creativity to make it grow. That combination is the whole point.
Chris — the financial & operations engine
Chris is the sitting CFO of a $100M Samsung operation. Day to day he runs financial workflows, reporting, and process evaluation at a scale most small businesses will never face — and brings that same rigor to companies a fraction of the size.
What that means for you: someone who can look at how your business actually runs, find the expensive and painful parts, and fix them. Financial workflows. Reporting you can trust. Process diagnosis and improvement. Real productivity gains measured in hours saved and errors removed.
For many clients this is fractional CFO services in Columbia, MO — CFO-level judgment without a full-time CFO salary.
Stephanie — the growth engine
Stephanie makes businesses visible and memorable. Her range covers graphic design, marketing, and social media management, plus a full promotional-products operation: engraved cups, vinyl banners, posters, shirts, and hats.
What that means for you: once the back office has room to grow, Stephanie fills it. A brand that looks the part, a website that converts, social channels that stay active, and physical products that put your name in customers' hands.
Together that's a marketing department on call — without hiring an in-house team.
Why the combination matters
Efficiency creates the room; marketing fills it
Efficiency without growth just makes a small business smaller and tidier. Growth without efficiency floods a broken process with more work until it breaks harder. We do both at once — make the processes better so the business can get bigger, and market it so it does. Our mission: help small businesses get bigger by making their processes better, so owners can focus on what they do best — their customers.
How we work
It starts with a look, not a pitch
Free assessment
We learn how your business runs — no sales pitch, no jargon.
Find the pain
We rank the highest-cost operational and growth pain points.
Show the fix
What we'd fix first and what it's worth in hours, dollars, or errors.
You decide
You choose where to start. Based in Columbia, MO; serving mid-Missouri.
Get started
Discover how Cleridian Advisors can help you reach your goals
Most engagements start with a free, no-pressure conversation. We learn your goals, then show you the fastest path to them.
Schedule a free consultation- 1
Book a free consultation
Tell us where it hurts — operations, reporting, or growth.
- 2
We assess your business
A Process & AI Readiness review ranks your biggest time and cost drains.
- 3
You get a prioritized plan
Exactly what we'd fix first, and what it's worth in hours, dollars, or leads.
- 4
We execute — and you grow
A leaner back office and a bigger front office, handled by one team.