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Tiny Firm
MASSIVE VALUE.®

How does a tiny firm create MASSIVE VALUE?

Ant Illustrating how a small financial consulting firm can produce big results for business
Part-time CFO Services, Financial Consulting,
Expense Audits and Cost Recovery

By Delivering Results

From our Part-time CFO services through strategic and financial consulting, we partner to provide insights and leadership to deliver results.

Our shared CFO service and business consultants find opportunities that deliver Massive Improvements in income for our clients.

We understand Finance and Business. We engage expert Financial Leaders and Management Accountants with experience working with both the largest, most complex companies in the world and small companies who simply want to perform at their highest level.

Although small companies and large companies may feel like completely different worlds, they have one important thing in common: excellent financial decisions make a massive difference.

  • At a billion Insurance company we identified $40 million in expense savings, cost recoveries and new revenue opportunity.
  • At a small publicly traded company with $600,000 in net income we found and helped implement opportunities worth over $300,000 in net income, producing a 50% increase in net income and nearly a 100% increase in stock price.
  • For a fitness coach with $80,000 in personal income from her business we identified opportunities which, when implemented, increased her personal income to over $120,000 – a 50% increase.
Contact our Financial Business Consultants and Advisors

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, 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.
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.
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.
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.
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.
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
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.
The incredible insight into cost efficient ways to do things in conjunction with the expert knowledge in running small businesses...

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.
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.
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!

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