Financial and Strategic Insights CFO Services, Financial Analytics, Strategic & Financial Business Consultants

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1 Financial and Strategic Insights CFO Services, Financial Analytics, Strategic & Financial Business Consultants

2 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 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 engaged David to identify revenue and expense opportunities. He and his team used relatively sophisticated data techniques to identify a number of opportunities which we were able to exploit successfully. They were very customer service oriented and acted as a valuable asset in identifying, implementing and measuring the results of the initiatives we engaged them for. Phil Rush, Sr. VP Finance & Accounting Univest 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 I strongly recommend Clarity FI for any business intelligence project where you need prompt answers and real ROI. Joe Cusatis Vantage Point Bank

3 How does a tiny firm create MASSIVE VALUE? We LISTEN, we ANALYZE, we identify ROOT CAUSE, we develop SOLUTIONS and we PARTNER with management to DELIVER RESULTS. Clarity FI is a financial business consulting firm that understands Finance and Business. We are expert Financial Leaders and Management Accountants. We are experienced working with both the largest, most complex companies in the world and small companies who simply want to perform at their highest level. Our team helps organizations chart the clearest path to success by mining information and data, enabling management to make sound financial decisions. We partner with management to optimize customer experience and product pricing, save costs, reduce expenses, and engage employees and customers to produce tangible, achievable results. We offer: Financial Business Consulting Revenue Enhancement (strategy, product pricing, financial analytics & profitability analysis) Expense Reduction and Cost Recovery (offered with a 300% guarantee i.e. a contingent pricing model) Strategic Consulting Strategic planning facilitation Strategic plan creation, research, analysis, documentation and supporting services Part-time Chief Financial Officer (CFO) Services Executive level financial guidance Providing insights, financial management, process, risk management and analysis Leadership Teams and Advisory Boards (With experience relevant for businesses seeking Crowdfunding) Meeting Facilitation Financial Analytics and Dashboards The bottom line? We help you increase income, lower expenses, and watch your profits soar. Financial and Strategic Insights. Shrink Expenses. Grow Revenues. Improve Cash Flow. Although small companies and large companies may feel like completely different worlds, they have one important thing in common: excellent financial decisions make a massive difference. At a billion dollar insurance company we identified $40 million in expense savings, cost recoveries and new revenue opportunity. At a small publicly traded company with $600,000 in net income we found and helped implement opportunities worth over $300,000 in net income, producing a 50% increase in net income and nearly a 100% increase in stock price. For a fitness coach with $80,000 in personal income from her business we identified opportunities which, when implemented, increased her personal income to over $120,000 - a 50% increase.

4 Small Business Strategy and Financial Consulting Helping small businesses effectively plan and achieve financial and business goals. Working hard yet not fully realizing the results you know are possible? Typically entrepreneurs work extraordinarily hard, putting everything they have into their start-up business. While starting and successfully growing a small business can be exciting and rewarding, it s common for new business owners to find a few weak spots or challenges which keep them from fully realizing their goals and aspirations. At Clarity FI, we understand small business and provide Strategic and Financial Consulting to help entrepreneurs and small business owners make solid financial decisions and plan for the future. We help small business owners understand and overcome challenges. We provide strategic planning and meeting facilitation services and to help a business create a plan for success. We use structured problem solving techniques to help identify the root cause of challenges. By helping owners and managers resolve the root cause, the need to put out fires caused by symptoms is eliminated. When it s time for the successful business owner to plan for a transition to the next generation or a new management team, Clarity FI can provide guidance to ease the process for everyone involved. Our planning and facilitation services for small business can make a massive difference. Clear Vision. Solid Strategy. Smart Growth. Strategic Planning Consulting To accomplish your goals, you need to develop a solid strategic plan. We will uncover your strengths and weaknesses and use these to help you focus your efforts on activities with the highest payoff. Whether you need an overall Strategic Plan, a Capital Plan, or a Market Analysis, we provide solid, actionable planning that helps you meet your goals. Succession Planning For your company to build success that is sustainable over the long term, you need to have a clear plan for succession. As your business advisor, succession plans are a key step to building overall financial success. We take the mystery out of developing a succession plan with our extensive experience, solid analyticsbased financial advising, and our personal attention to your unique needs. Revenue & Pricing Strategies We ll help you develop product pricing and revenue strategies, tactics, and procedures that pinpoint your best opportunities for growth. How do your products differ from your competitors? Why do customers choose you? What parts of your business generate the most profit? What new areas should you look at to grow the business? And what pricing strategies best meet your goals? These questions are all part of our financial strategy planning services.

5 CFO Services: Sized just right for Small Business. Financial Leadership available by the day. Providing shared business and financial leadership part-time and on demand. Supporting entrepreneurs on making sound strategic financial decisions. Frustrated with needing financial answers but not having the time or team member who can help? Achieving business success and now finding you need an experienced part-time CFO? When small businesses owners reach a particular level of success, they find they can no longer effectively manage their business by their bank balance. Their bookkeeper simply isn t able to provide answers to the questions the business is facing. Their tax advisor is too expensive and may not be qualified to answer broader business issues. If these challenges sound familiar and your business has between $500,000 and $12 million in revenue, you may wish to hire our part-time CFO Services. Our Part-Time CFO service is focused on small businesses with more complex questions than the typical bookkeeper or tax advisor can answer, yet doesn t require a full time executive. Clarity FI s typical CFO Services client seeks between one and five days of Senior Level Financial Executive Services per month. New clients undergo a rapid initial diagnostic review. Completion of these Vision. Leadership. Success. assesments generally takes between two to four weeks and typically produces a minimum of 3 to 4 times the cost of our services. Our CFO Consultants produce better financial insights for our clients that result in immediate financial benefit. Shared or Part-time CFO Services Our contract, part-time and shared CFO Services include financial planning, business planning, managing your financial teams, establishing financial processes, reporting to help make sound strategic financial decisions. Financial Leadership We provide interim financial management that meets your specific needs. Sometimes a business needs to augment its current financial team. Clarity FI provides an independent objective viewpoint and skilled resources that can help solve problems and deliver solutions. Financial Processes Businesses of any size need financial processes that work smoothly and with minimal risk. From process design to process redesign and re-engineering, we listen to your concerns and develop solutions based on your unique situation and best practices.

6 Middle Market Thru Fortune 100: Business Financial Consulting Services Working with CFOs, Senior Financial, Strategic Sourcing and Procurement teams to reduce expenses and grow revenues. We provide expense audits and cost recovery services. Leaking income? Are you a business leader looking for guaranteed financial return on your consulting investment? Three times your investment, minimum. Guaranteed. We provide financial consulting services to medium and large firms seeking to audit expenses, recover from overcharges, review contracts for billing errors and improve financial processes that are leaking income. At Clarity FI our management consultants work with Senior Financial Managers, Strategic Sourcing, Procurement Leaders and Business Unit Executives to significantly improve financial results. We identify root causes of lost income and excessive expense We identify opportunities to significantly reduce costs and save on low value expenses We work with business units to strategically reduce the volume of unnecessary transactions We produce significant expense savings and cost recoveries and - best of all, for the right opportunities - we provide services on a contingent fee basis where we are paid for performance and results produced. Earn More. Keep More. Let Us Show You How. For every dollar you invest in our consulting service we guarantee you a minimum of $3 in return. That s an investment worth making! Many financial consulting firms can show you how to set up your accounting procedures, create financial statements, and manage your finance team. We provide so much more. As your business efficiency consultant, we find money that others miss. Our expertise is in finding cost saving opportunities while building profit and thereby optimizing your overall business performance, making a measurable impact on your bottom line. Profit Building You want to know how to attract and retain profitable customers. We start with analyzing your current financial records to deliver total clarity. Through data analytics we ll help identify strategies to drive sales and increase overall profitability. Expense Reduction We are true cost reduction specialists who uncover ways to cut expenses, often without impacting your headcount. We have proven success, highlighted in case studies representing a wide variety of businesses and situations. We can help identify things such as inefficient processes, insurance or tax issues, or reporting and control errors.

7 While we can perform virtual CFO, Consulting services and financial dashboard services across the United States, most of our clients are within the Mid-Atlantic region with a concentration of clients in Pennsylvania, New Jersey, New York, Delaware, Maryland, Connecticut and Rhode Island. Don t be a stranger. Give us a call. Tel: info@clarityfi.com Marlton, NJ Business Consulting & CFO Services Office Suite 104 Five Greentree Center 525 Route 73 North Marlton, NJ United States Early Stage Business Incubator Office Rutgers Camden s Technology Campus 200 Federal Street Suite 234 Camden, NJ clarityfi.com Tiny firm. MASSIVE VALUE.

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