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Josh M.

Fractional CFO | Fund Manager | Venture Capitalist | Entrepreneur | Certified Exit Planning Advisor (CEPA®) | Start-up Advisor | CPA

With over 20 years of experience in operations, accounting and finance, and sales (and the grey hair to prove it), I founded ClearBooks to help businesses elevate their performance with strategic financial leadership and bookkeeping services. As a CPA and MBA, I have the credentials and the expertise to drive growth, efficiency, and profitability for my clients across various industries, including SaaS, tech (various), healthcare, biotechnology & diagnostics.

I am also a co-founder and managing partner at New Leaf Ventures, a boutique venture capital firm focusing on remarkable entrepreneurs building disruptive companies to tackle meaningful problems in a challenging economic environment. Our Genesis Fund focuses on investing in early-stage companies, ranging from seed to series A funding rounds, and we employ a sector-agnostic approach, allowing us to back the most promising and innovative businesses.

I have a passion for discovering and supporting disruptive ideas and entrepreneurs, and use my operational and financial skills to provide guidance, mentorship, and value-added services to our portfolio companies.

My mission is to empower businesses to achieve their vision and goals with strategic financial solutions and partnerships.

Hire Josh
Josh M.
Google SheetsStrategic VisionChief Financial OfficerData AnalyticsFounderMicrosoft ExcelQuickBooks CertificationSlack
Fractional CFO rates

Testimonials

Josh was able to disentangle a complex payroll tax issue involving 15+ states, the IRS, two vendors, and admittedly, some pretty poor record-keeping on our end. He moved swiftly and autonomously while maintaining excellent communication. Beyond that, he's just a fun guy to work with and I'm not sure how one makes taxes "fun." Basically, he did in a week what two major HRIT platforms failed to do over the course of 9 months. I would highly recommend Josh and will be using him again.
JG
John GwinCEO, The Auctus Group
Once we engaged ClearBooks, they immediately put our accounting house in order. All of our transactional accounting and reporting quickly became things we didn’t have to worry about. We appreciated how they integrated technology to help us make our processes simpler and more streamlined. They also quickly evolved our prospective financial modeling so that it provides more valuable information for the business. ClearBooks has set the bar even higher.
MS
Mike SchatzmanFounder and CEO, The Franklin Room

Work

ClearBooks | Fractional CFO and Outsourced Accounting

clearbookshq.com
ClearBooks | Fractional CFO and Outsourced Accounting

Whether you're raising your first round, growing your bootstrapped business, or trying to clean up your books, you can rely on us for your strategic finance and accounting services. 

It doesn't matter if you're a small family business or a VC-backed enterprise scaling your business, we can work together to drive your business forward with precise financial operations, informed decision-making, and a partnership built on results.

Chief Financial Officer

Experience

Dec 2023 — Present
ClearBooks

ClearBooks

Founder and CEO

Whether you're raising your first round, growing your bootstrapped business, or trying to clean up your books, you can rely on us for your strategic finance and accounting services. It doesn't matter if you're a small family business or a VC-backed enterprise scaling your business, we can work together to drive your business forward with precise financial operations, informed decision-making, and a partnership built on results.

  • Supporting SMBs & small commercial enterprises through exponential growth to exit
Jul 2021 — Present
New Leaf Ventures

New Leaf Ventures

Founder & Managing Partner

We concentrate on early-stage investments, seeking visionary entrepreneurs crafting groundbreaking solutions to meaningful problems, undeterred by the economic tide. Our sector-agnostic approach creates a uniquely diversified venture investment portfolio.

  • Founder and Managing Partner of Emerging Venture Capital Fund

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