Our services
Clarity’s depth and breadth of financial services means you’re in control of how hands-on or off you’d like us to be.
Whether you need someone that takes on a CFO’s big-picture approach to your financial operations or a controller’s keen attention to detail for audit and compliance support, we can adapt to your preferences at competitive rates.
Financial operations
Do you need a sustainable financial infrastructure?
We can set up and manage your financial back office to run efficiently and provide the information you need to make smart operational decisions. Our services include helping set up your business structure, software selection and implementation, general ledger setup and maintenance, and internal control best practices.
We can also create or improve your monthly closing checklist, support or perform daily accounting activities like full cycle AP/AR, payroll, billing, credit and collections.
Cash management, treasury and banking
Are you struggling with covenant reporting?
We know that establishing a banking relationship that both meets your current needs and will allow for future growth can be a challenge. On top of that, completing covenant reporting requirements for your lenders can be difficult to untangle when it isn’t already built into standard reporting software. Clarity can establish or manage your banking relationships, help negotiate loan and credit lines with banking institutions, assist with cash management and handle your cash and covenant reporting.
Financial reporting
Do you need a financial reporting package you can rely on?
If you feel like your business is stuck in the financial reporting dark ages, we can help establish a state-of-the-art reporting infrastructure to meet the needs of internal and external stakeholders. For more in-depth support, Clarity can also customize out-of-box software reports or even build personalized graphical reporting packages that integrate data from one or multiple sources. Whether it’s a monthly, quarterly or annual financial reporting cadence you need help with, we’ve got you covered.
Profit improvement planning and restructuring
Are you facing pivotal business decisions?
Businesses must make tough choices—we’ve been there. We can perform an in-depth cost analysis, come up with an improvement plan and provide support for any reorganization or restructuring that may be necessary. Clarity can also help facilitate vendor negotiations, conduct an outsourcing analysis and assist with implementation, and provide alternative scenario modeling for whatever challenges you may be facing.
Budgeting and forecasting
Do you need reliable budgeting and forecasting tools?
A realistic and consistent budgeting process is vital to understand the financial health of your business. Clarity can assist your organization with financial projections and forecasting, formulating budgets with operational estimates and line of business reporting. We can also help develop key performance indicators that measure how your business is doing. Then over time, we can analyze and report on your budget compared to actual financial outcomes.
Staff development and planning
Have attracting and retaining top accounting talent become a challenge?
We aren’t just skilled number crunchers—we understand that a business is nothing without its people. If you’re struggling to develop a dynamite financial team, Clarity can help your staff achieve their goals and positively impact the whole organization in the process. We can provide mentoring and coaching for your current team, train them on applicable best practices and help hire additional support when called for.
Audit support
Are you concerned about your next audit—or facing your first one?
Without someone who understands an audit’s demands, they can be intimidating at best and overwhelming at their worst. The Clarity team has managed dozens of audits and is ready to help you complete yours with confidence. Plus, we can ensure your team is doing the right thing all year long so that your next audit is a manageable process.
Project-based services
Do you need a temporary, time-boxed service?
We’re ready to step in and assist with any short-term or incidental support you may need. Maybe you need guidance selecting some new financial software, assistance with a financial emergency or help covering for someone on maternity or paternity leave. Let us know what kind of project-based support your business needs and we’ll see how we can help.