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Professional Management Consultants

Our clients range from small entrepreneurial firms to Fortune 100.

People say the nicest things about us.

I strongly recommend Clarity FI for any business intelligence project where you need prompt answers and real ROI.”
– Joe Cusatis, Vantage Point Bank

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.

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

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

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

David, Director of Clarity SB, 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

“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

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.

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.
Business Partner/ Vendor – Jocelyn Brady, Owner, Scribe llc

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.”
Business Partner / Vendor – Patrick Parnaby PhD, Associate Professor of Sociology, University of Guelp


Our history includes a strong relationship with the financial services industry and their service providers including large regional banks, national financial institutions, mortgage companies, insurance companies, and credit card companies. Our efforts have bolstered their financial performance by consistently delivering revenue, efficiency, customer experience, and actionable business insights.

With rising demand for our services—and because of the value we have been able to demonstrate across industries and size of companies—we’ve taken our own advice and expanded to serve a range of industries and businesses that are committed to achieving real results.

Here’s a closer look at the kinds of Financial and Management Consulting Services we deliver:

Financial and Management Consulting Services

  • Revenue and Product Pricing Reviews
  • Product Profitability Analysis
  • Spending Analysis and Benchmarking
  • Accounts Payable Audits
  • Purchasing and Procurement Function Reviews
  • Financial Function Reviews
  • Financial Dashboard Development
  • Contract Reviews
  • Contract Negotiation
  • Financial Modeling
  • Advanced Analytics
  • Predictive Analytics

Industry Agnostic—we provide tailor-made solutions to a variety of unique businesses. Give us a call to discuss your situation and see where Clarity FI can help you.

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