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Call: 877-866-9813

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

2012-08-30T13:34:01+00:00

Patrick Parnaby, PhD, Business Partner Review, Associate Professor of Sociology

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.

I strongly recommend Clarity FI for any business intelligence project where you need prompt answers and real ROI.

Joe Cusatis, SVP, Client Review

2012-08-30T11:52:44+00:00

Joe Cusatis, SVP, Client Review

I strongly recommend Clarity FI for any business intelligence project where you need prompt answers and real ROI.

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

2012-08-30T13:30:00+00:00

Phil Rush

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.

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

2012-08-30T13:29:23+00:00

Brynne Tillman

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.

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.

Denise Peck, Vice President

2012-08-30T11:52:09+00:00

Denise Peck, Vice President

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.

David 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

2012-08-30T13:32:49+00:00

Jocelyn Brady, Business Partner Review, Owner

David 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.

Valuable business insights and financial expert. They cleaned up our accounting and bookkeeping and then went far beyond the roll of bookkeeper and well into the CFO senior financial advisers role for our small business. They understand product profitability and product pricing decisions.

JoAnn Taylor, Business Solutions

2018-08-31T16:23:53+00:00

JoAnn Taylor, Business Solutions

Valuable business insights and financial expert. They cleaned up our accounting and bookkeeping and then went far beyond the roll of bookkeeper and well into the CFO senior financial advisers role for our small business. They understand product profitability and product pricing decisions.

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

2012-08-30T13:30:37+00:00

Larry Hyett

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.

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

2012-08-30T13:28:47+00:00

Tony Streeter, Sr. Solutions Architect

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.

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

2012-08-30T13:31:59+00:00

Vladimir Vukicevic, Co-Founder

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.

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

2012-08-30T13:31:19+00:00

M. Palmer, Senior Market Analyst

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!

About Us : Meet our team

Professional management business consultants, financial business advisers, bookkeepers and mentors serving founders. We serve startups, small and mid-sized business.

We provide sound strategic financial, accounting, bookkeeping and business insights built on solid business evaluation; a foundation of quantitative analysis and qualitative research; process review and problem solving.

Our clients are entrepreneur’s and business managers who are experts on their industry. We know the business of business, assisting clients in making smart business financial decisions. Our business advisors and bookkeepers produce results. We provide founders and managers, small business financial leadership available by the day and part-time Chief Financial Officer (CFO) services, management accountants and leadership support for crowdfunding, angel investors, venture capital funding, banking, borrowing and cash flow management. Our professional financial consulting service generates top line revenue growth and expense reduction. Ask us about how we help clients realize Massive Value.

Feature Article: Why hire a bookkeeper for your business?

Financial, Accounting and Strategic Insights. Shrink Expenses. Grow Revenues. Improve Net Income and Cash Flow.

Serving Frederick Maryland, Philadelphia, Wilmington, Atlantic City, South Jersey and Central Michigan including Grand Rapids, Saginaw, Alma and Mt Pleasant, MI.

We invite you to call us at +1 (877) 866-9813 or email us at Info@clarityfi.com.

Contact our CFO Business Consultants

Proud member of:

Institute of Management Accountants - IMA Financial Executives Networking Group FENG Philadelphia and South Jersey Chapters Greater Philadelphia Senior Executive Group and GPSEG South Jersey Financial Managers Society - FMS Philadelphia Independence Business Alliance, Philadelphia LGBT Chamber of Commerce Consultant are members South Jersey Bankers Association
David is highly organized, very methodical and an absolute professional. He went above and beyond to ensure that our project...

Elena Danke, Director of Marketing

2012-08-30T13:28:14+00:00

Elena Danke, Director of Marketing

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
David is exceptionally knowledgeable within and beyond the financial market space. I highly recommend David and his firm for any...

Tony Streeter, Sr. Solutions Architect

2012-08-30T13:28:47+00:00

Tony Streeter, Sr. Solutions Architect

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.
I was extremely happy with the work undertaken. Good communication ensured the work was completed efficiently and to specification. The...

M. Palmer, Senior Market Analyst

2012-08-30T13:31:19+00:00

M. Palmer, Senior Market Analyst

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!
David, director of Clarity FI, has an exceptional ability to see through the haze of complex issues and clearly understand...

Larry Hyett

2012-08-30T13:30:37+00:00

Larry Hyett

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.
In my role as Sr VP Finance & Accounting at Univest Corporation I engaged David to identify revenue and expense...

Phil Rush

2012-08-30T13:30:00+00:00

Phil Rush

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.
David is perhaps one of the most gracious clients I have ever worked with. He's both understanding and very insightful....

Patrick Parnaby, PhD, Business Partner Review, Associate Professor of Sociology

2012-08-30T13:34:01+00:00

Patrick Parnaby, PhD, Business Partner Review, Associate Professor of Sociology

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.
Smart, professional, personal and concise, David is an experienced, polished strategic & financial business consultant. He's organized, forward thinking, responsive,...

Denise Peck, Vice President

2012-08-30T11:52:09+00:00

Denise Peck, Vice President

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.
I strongly recommend Clarity FI for any business intelligence project where you need prompt answers and real ROI.

Joe Cusatis, SVP, Client Review

2012-08-30T11:52:44+00:00

Joe Cusatis, SVP, Client Review

I strongly recommend Clarity FI for any business intelligence project where you need prompt answers and real ROI.
Valuable business insights and financial expert. They cleaned up our accounting and bookkeeping and then went far beyond the roll...

JoAnn Taylor, Business Solutions

2018-08-31T16:23:53+00:00

JoAnn Taylor, Business Solutions

Valuable business insights and financial expert. They cleaned up our accounting and bookkeeping and then went far beyond the roll of bookkeeper and well into the CFO senior financial advisers role for our small business. They understand product profitability and product pricing decisions.
I've had the pleasure to work with David for about one year. He is a strong manager, thoughtful teacher, and...

Vladimir Vukicevic, Co-Founder

2012-08-30T13:31:59+00:00

Vladimir Vukicevic, Co-Founder

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.
David partners with you to make sure you can clearly understand exactly what he is envisioning, offering extremely responsive and...

Jocelyn Brady, Business Partner Review, Owner

2012-08-30T13:32:49+00:00

Jocelyn Brady, Business Partner Review, Owner

David 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.

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