Steer your business toward smarter decisions and higher profits.
Sometimes your business just isn’t big enough to need a full time Chief Financial Officer (CFO) or Chief Operating Officer (COO), but you still need an experienced leadership team member to help manage financial, accounting, human resources, and operational aspects. With Clarity FI as your trusted finance and operations partner, you’ll know you’re making the right decisions to grow your business. We are available on a part-time or as needed basis.
Uncover new, money-making insights
You know your business better than anyone, but a set of fresh eyes can be a powerful (and profitable) thing. We’re experts at stepping into a business, learning the ins and outs quickly, and spotting new ways to reach your goals. The answers are all there—you just need an outside perspective to help find them.
Create smarter systems and processes
Businesses of all sizes need accounting, finance, human resources (HR) and business processes that work smoothly and minimize risk. We’ll work with you to design, redesign or re-engineer your processes to make them more efficient and effective, and ultimately help drive growth and profitability. From accounting and financial reporting to budgeting and HR, we can review and rework any area of your business.
Solve your greatest business challenges
Every business has something keeping them up at night. What is it for you? Whether it’s cash flow management, product pricing, staffing decisions or daily operations—or all of the above and more—we can help. With decades of operational, financial, accounting, and human resources experience and a history of guiding businesses in just about every industry, we’ll get your business running smoothly—and you sleeping soundly.
One service to support all your business decisions
Our ClarityMgmt consulting plan includes:
- The Clarity FI Complete Business Review™, a thorough audit of your business
- Development of a management dashboard for your business
- Testing Analysis and Refin Reporting and Planning
- Your Clarity FI Plan of Action™, a detailed roadmap for success
- On-call management decision making support
Pricing
Pricing varies based on the scope of your needs. Contact us today for a customized quote.
Why trust your business with Clarity Fi?
Partnership & Leadership
Our clients tell us we’re more than a consultant to them, we’re an extension of their management team. We value long-term relationships and often guide clients from growth to all-grown-up.
Likeability & Trust
We know it can be nerve wracking to bring an outside partner into your business. Will you like them? Can you trust them? We strive to make sure our clients can confidently answer “yes” to both of those questions.
Results & More Results
At Clarity Fi, your success is our success. We devote ourselves to making sure you reach your goals. Take a look at our case studies to see what we’ve done, and what we can do for you.
"I engaged a business consultant 20 years ago and wasn't happy with the results, so I was afraid to engage again. Then my daughter recommended we engage you. I liked your approach from beginning to end and like that we were included in each step of the process. I feel we have a useful plan for moving forward. This was a great consulting experience. Thank you."
- CEO and Founder of a $5 million Building Products Manufacturer
"The Board usually doesn't notice internal projects.They have noticed Clarity FI’s work and appreciate the value created."
- Bank CFO
"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."
- Bank Controller
"Smart, professional, personal and concise, experienced, polished strategic & financial business consultant.Clarity FI is organized, forward thinking, responsive, honest and thorough. I highly recommend."
- Software Development Co-Founder
Take control of your business today.
Talk to us about how ClarityMgmt can provide the expert leadership and decision support you need to successfully scale your business.