Getting Started With The Clear Path To Cash App

Starting your financial journey with “The Clear Path To Cash” app is easy. Follow these steps to set up your company profile and get the most out of the app’s features:

1. Click the “Add Company” Button:

   – After logging into the app, navigate to your HOME Tab on the left menu for company management.

   – Look for the “Add Company” button and click on it to begin the company setup process.

2. Provide Company Information:

   – You will be prompted to enter key details about your company:

     – Company Name: Enter the full name of your company.

     – Service Company: Check the box if your company is a service company. Please note that some calculations are tailored specifically for service companies.

     – NAICS Code: Provide the North American Industry Classification System (NAICS) code for your company. If you are unsure of your NAICS code, you can use the link to the Census.gov search tool to look it up. NAICS codes are essential for industry comparisons.

NAICS Code Lookup Assistant #

The Clear Path to Cash App includes a helpful NAICS Code Lookup Assistant to make finding the right industry code for your business quick and easy. When you click the “Find NAICS” link, the lookup assistant opens, allowing you to search for a NAICS code using either a specific code or a keyword related to your industry.

Once you enter your search term, the assistant will display a list of available NAICS codes that match your query directly below the search bar. Simply browse the results and click on the code that best aligns with your company’s industry. The selected NAICS code will automatically populate in the NAICS Code field within your company’s record, ensuring accurate data for benchmarking and analysis.

This feature streamlines the process of identifying your industry classification, allowing you to leverage industry-specific data and insights within the app.

     – Currency Symbol: Select the currency symbol that corresponds to your business’s financial transactions.

     – Industry Type: Choose the industry type that best represents your business from a dropdown list. This selection is used to calculate the value of your company in “The Simple Valuation.”

Access Sharing #

You can share access to individual company files with different sets of permissions. These users are set up in the company details page. Then they will appear as options in this modal as a drop down selection.

• Members: Share access to your company file with members of your firm. Members have full access to the company data and calculations, allowing for seamless collaboration on financial analysis and planning.
• Clients: Share access to your company file with clients. Clients have view-only access, but they can add:
  • Transferable Value Transactions for the Start With The End In Mind module.
  • Major Events for the Simple Valuation Formula charts.

3. Save Your Company Profile:

   – Double-check the accuracy of the information you’ve entered.

   – Click the “Submit” button to save your company profile.