CFO Financial Profit Consultants Logo

Call: 877-866-9813

Expenses and Cost Management Consulting

Expense Savings and Cost Reduction Consulting = 3x Guaranteed.

We offer cost savings and expense reduction consulting with a guaranteed minimum 300% ROI. Better yet you also have the protection of an hourly rate project. You pay the lower of the two.

Why both? Because it works better for you, our client.

Click here for an example of how our expense reduction approach protects our clients.

Change is inevitable. To stay competitive, businesses often need to reduce expenses. Our cost reduction consulting helps you identify where the business is leaking money. When faced with complex financial challenges, executives often need expert expense reduction consultants to help them leap over the hurdles—and fast. Clarity FI can help you develop strategies and tactics for effective and strategic cost reduction.

We work directly with your finance, purchasing, and accounts payable departments. We start at a high level by interviewing key members of management and staff in relevant functions. We then gain a thorough understanding of overall financial performance of the organization. Finally we dig deep into the details reviewing and auditing the accounts payable files and reviewing contracts and purchasing spend. We meet frequently with your steering committee to review progress and determine the right tactics to produce tangible results.

Our Expense Reduction Consultants will:

  • Starting with the big picture review expenses by company, business unit, product, category and vendor
  • Review external purchases and categories most likely to produce significant strategic cost reduction
  • Develop purchasing and expense category strategies
  • Audit Accounts Payable file for duplicate payments and errors in billing
  • Review all invoices and vendor contracts
  • Engage in detailed discussions with staff to identify hidden opportunities
  • Help staff negotiate better rates with vendors while maintaining or improving service levels
  • Benchmark rates as appropriate

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 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

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


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.

Contact us today to learn how our expense reduction consulting service can help you save more money. Our strategic cost reduction consulting will make an immediate impact on your bottom line – we guarantee it.

Boost efficiency. Improve service. Watch costs dwindle.


Call 877-866-9813 or email today to get started.

Copyright © 2018 Strategic Financial Business Consulting and CFO Services, LLC