Do any of these sound familiar?

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  • You feel the growth of your business is limited.
  • Your bookkeeper is inexperienced or overwhelmed, leaving you with no valuable advice.
  • Your CPA only handles your taxes, offering no insights into your business strategy.
  • Debt and cash flow issues are keeping you awake at night.
  • You're unsure about budgeting, pricing, product/service profitability, and achieving your dreams. Do you have unanswered questions about the next step? We can help.

We specialize in elevating businesses just like yours. We understand your journey because we've walked it with countless entrepreneurs, guiding them toward unprecedented success. Our approach is simple yet powerful: we take your bookkeeping off your hands and provide you with invaluable business advice.

Expert Business Advisory Services

Our seasoned advisors will be your trusted partners, offering strategic insights tailored to your unique situation.

Confidence in Decision-Making

Gain the confidence you need to make critical decisions that drive growth and profitability.

Holistic Financial Management

We don't just handle your books; we optimize your financial processes for maximum efficiency.

Your business is in the hands of experts.Meet David, our team leader.

David Wagstaff brings over two decades of financial management and consulting experience. He honed his skills at Price Waterhouse and KPMG, two of the largest accounting firms globally.

  • He worked closely with the management team of a prominent bank.
  • David has held high-ranking positions in organizations of various sizes.
  • He started, scaled, and successfully sold multiple businesses, including startups with capital exceeding $15 million.
Financial leadership and consulting - Entrepreneurs Organization - Entrepreneurial Spirit - Business Networking Groups

"The Board usually doesn't notice internal projects. They have noticed Clarity FI’s work and appreciate the value created."

Bank CFO

"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."

Elena Kessi

"Smart, professional, personal, and concise, David is an experienced, polished strategic & financial business consultant."

Denise Peck

5x return on your investment

We understand your concerns. That’s why we’re proud to offer a guarantee: our services will not only pay for themselves but also provide a minimum 5x return on your investment, year after year.

We’re invested in your success, and our fees are a small price to pay for the incredible value you’ll receive.

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We help you get there faster


With over 20 years of experience in financial consulting.


Satisfaction. Commitment to delivering high-quality financial services.

Transform your business trajectory today.

Say goodbye to financial uncertainty and hello to success. Don’t let your hard work go unnoticed any longer.

David 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. He is a pleasure to work with and collaborates extremely well.

Larry Hyett - Principal at Hyett and Company