About Angela Klunk | Coastal Clarity Advisory

What Working Together Feels Like

"Owners often tell me they're not looking for more reports—they're looking for someone who can interpret results. Your financials tell a story! What are they saying about the past, present, and future of your business?"

My role is to bring calm, clarity, and disciplined thinking into complex situations. That means asking the right questions, challenging assumptions when needed, and helping you focus on what truly matters—without ego or agenda.

I'm here to help you gain focus and clarity when the pressure is on.

20+ Years of Financial Leadership

CFO Experience in Multiple Industries

CPA Pennsylvania Licensed

Experience That Matters

Strategic Financial Leadership

Over 20 years partnering directly with CEOs and executive teams, developing long-term business strategies, and driving organizational growth through data-driven decision-making.

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CFO & Director Experience

Served as CFO and Director of Finance for manufacturing and engineering companies, managing complex financials, consolidating multiple ERP systems, and leading accounting teams.

Cash Flow & Growth Management

Successfully navigated companies through significant growth periods, managed cash during expansion, and secured major financing for new facilities and operations.

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Banking & Lender Relations

Extensive experience working with banks and lenders to secure lines of credit, negotiate financing terms, and maintain strong financial institution relationships.

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Process Optimization

Implemented financial systems (Spreadsheet Server, Avalara), revamped accounting departments, and strengthened internal controls to support business growth.

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Team Leadership & Development

Built and led finance teams, managed consultants, and developed talent while maintaining accountability and driving results.

Professional Background

Key Career Highlights

• Director of Finance (Current)
Leading financial reporting, team development, and strategic initiatives including securing major facility financing and navigating significant sales growth.
• CFO
Progressed from Assistant Controller to CFO, managing financial reporting, banking relationships, executive compensation, and a team of seven employees.
• Public Accounting Experience
Auditor (employee benefit plans, governmental overhead audits) and Small Business Specialist (tax planning, financial statement preparation).
• Business Owner Experience
Founded and operated Bike Rite USA, achieving wholesale distributor status with major retailers including Walmart and REI.
• Corporate Finance
Financial Analyst and Cost Accountant, working with cross-functional teams on product costing, system implementations, and financial analysis.

Education & Credentials

Certified Public Accountant (CPA) - Pennsylvania
Graduate Certificate in Accounting - Penn State University (4.0 GPA)
BSBA in Accounting - Shippensburg University (3.7 GPA, Magna Cum Laude)

Angela M. Klunk, CPA