Delivering business results.
Call to learn more 877-866-9813
Solving business challenges.
Business Advisors & Financial Leadership
We help clients Win.
Strategic Planning For Financial Success
Planning for profitable growth
Small Business Strategic and Financial Consulting
Business advisors providing financial health analysis, management consulting and strategic planning to increase your income. We help entrepreneurs uncover opportunities to grow sales, improve income, manage expenses, increase cash flow, analyze profitability, plan exit and achieve goals.
Small Business Advisors and Financial Leadership (CFO) Services
Providing small business advisory services, consulting and financial leadership. Helping entrepreneurs win through strategic and financial business decisions. We partner for your success.
Middle Market thru Fortune 100 Business Financial Consulting Services
Partnering with CFO’s, senior business and financial leaders, strategic sourcing and procurement teams, we reduce risk, improve management control, shrink expenses and grow revenues. We provide vendor contract compliance audits which reduce risks and recover costs.
People say the nicest things about us.
David is perhaps one of the most gracious clients I have ever worked with. He’s both understanding and very insightful. Communications are fast and efficient and all transactions relating to the project were on time. A wonderful experience.
Patrick Parnaby, PhD, Business Partner Review, Associate Professor of Sociology -- University of Guelp
David is the kind of client you dream of working with–so much so that even the word “client” sounds too terse a term. He partners with you to make sure you can clearly understand exactly what he is envisioning, offering extremely responsive and helpful feedback. He even offered to answer questions by phone or email during non-traditional working times to keep this project running smoothly and efficiently. I thoroughly enjoyed working with David on this project and hope to continue this relationship well into the future.
Jocelyn Brady, Business Partner Review, Owner -- Scribe LLC
I’ve had the pleasure to work with David for about one year. He is a strong manager, thoughtful teacher, and an exceptional consultant.
David has the knowledge and inspiration to lead others. He consistently cares for his colleagues and clients. David clearly conveys instructions and makes valuable recommendations. He successfully worked with a diverse team to bring about positive change and real results.
David was an invaluable teacher and mentor who easily communicated his extremely wide breadth and depth of expertise. David’s open-ended advice and insightful lessons quickly increased my capabilities.
Finally, David works relentlessly to deliver value for his clients. He is quite creative yet logical and practical. He will not rest until every bit of opportunity is explored and until all expectations are exceeded.
Vladimir Vukicevic, Co-Founder -- RocketHub, Inc. (Crowdfunding Platform)
I was extremely happy with the work undertaken. Good communication ensured the work was completed efficiently and to specification. The expertise, initiative and understanding of the subject matter helped to provide a very useful outcome for my project. Thanks!
M. Palmer, Senior Market Analyst -- PIRSA - South Australia Government
David, director of Clarity FI, has an exceptional ability to see through the haze of complex issues and clearly understand what problems need to be solved to move forward in a transformational way.
Larry Hyett -- Hyett & Company
In my role as Sr VP Finance & Accounting at Univest Corporation I engaged David to identify revenue and expense opportunities. David used relatively sophisticated data techniques to identify a number of opportunities which we were able to exploit successfully. David was very customer service oriented and acted as a valuable asset in identifying, implementing and measuring the results of the initiatives we engaged him for. Top qualities: Great Results, Expert, High Integrity
Phil Rush -- Univest Corporation
The incredible insight into cost efficient ways to do things in conjunction with the expert knowledge in running small businesses seamlessly has helped us with getting started very quickly.
Brynne Tillman -- Business Development University
David is exceptionally knowledgeable within and beyond the financial market space. I highly recommend David and his firm for any analytical or research needs within the financial services industry.
Tony Streeter, Sr. Solutions Architect -- Deluxe Corporation
David is highly organized, very methodical and an absolute professional. He went above and beyond to ensure that our project was a success. I would absolutely hire David again. Top qualities: Great Results, Expert, High Integrity
Elena Danke, Director of Marketing -- Aquafin Inc.
I strongly recommend Clarity FI for any business intelligence project where you need prompt answers and real ROI.
Joe Cusatis, SVP, Client Review -- Vantage Point Bank
Smart, professional, personal and concise, David is an experienced, polished strategic & financial business consultant. He’s organized, forward thinking, responsive, honest and thorough. I highly recommend David.
Professional business consultants, advisors and accountants serving Fortune 1000 through to small business. We provide sound strategic financial, accounting and business insights built on solid business evaluation; a foundation of quantitative analysis and qualitative research; process review and problem solving. Our clients are experts on their industry, we know the business of business, assisting clients in making smart business financial decisions. We help Fortune 1000 companies generate expense savings / cost recovery through our supplier audits and vendor audits. Our business advisors and cost recovery audit specialist produce results. We provide small business financial leadership available by the day and part-time Chief Financial Officer (CFO) services, management accountants and leadership support for crowdfunding, angel and venture capital. Our professional financial consulting service generates top line revenue growth and expense reduction. Ask us about contingent fee projects and other innovations in ensuring clients realize Massive Value.
Financial, Accounting and Strategic Insights. Shrink Expenses. Grow Revenues. Improve Net Income and Cash Flow.
Located in the Philadelphia, Wilmington, South Jersey market place. Our Financial Management Consulting and Meeting Facilitation Offices are in Marlton, NJ and Rutgers Camden’s Business Incubator, minutes from Philly, Cherry Hill, Mt Laurel, Pennsauken, Deptford and Moorestown. Our clients span the Mid-Atlantic region including Pennsylvania, New Jersey, New York, Delaware, Maryland, Washington DC, Virginia, Connecticut and Rhode Island.
We invite you to call us at 877-866-9813 or email us at Info@clarityfi.com.