I help founder-led agencies, IT services, and consulting firms turn a growing, complex business into one whose numbers leaders can act on: which clients make money, where margin is going, and what they can afford next.
You may be seeing signs like these:
Revenue is growing, but cash still feels tight
Forecasts feel more like guesses than plans
The P&L looks healthy, but you can't see which clients or services are carrying it
Reporting exists, but confidence in the numbers doesn't
Leadership discussions keep turning into reconciliation exercises
Every new client, service line, or hire makes the picture harder to read
As you grow, the finance function falls behind the business. The numbers still arrive; they just stop answering the questions leaders are actually asking. I bring senior financial leadership focused on clarity you can act on.
Which clients and service lines actually make money, and which quietly don't
What's really driving the change in margin, early enough to do something about it
Whether you can afford to hire, and what growth does to your cash
A forecast leaders can plan against instead of argue over
Senior financial judgment in the room when the real decisions get made
A focused conversation to find where the numbers aren't giving you clear answers.
We begin where the numbers feel unreliable: margin, cash, or profitability by client and service line. You come away with a clear read on what's wrong and what it would take to fix it. No system to install, no commitment to continue.
I start with the gaps that change decisions: clean profitability by client and service line, a forecast leaders can plan against, and reporting people trust. The work fixes the source (definitions, structure, and how your data connects) rather than patching the output, so the answers stay reliable. You see progress in weeks, not quarters.
Once the foundations hold, I stay in the room as your fractional CFO: senior financial judgment on hiring, pricing, growth, and cash, without the cost of a full-time hire. We work at the cadence the business needs, scaling up around big decisions and back when things are steady, so the finance function keeps pace as complexity grows.
If you're facing a key financial decision or can't see why the numbers don't add up, a focused conversation can often identify where the disconnect starts.
Most finance problems in growing firms aren't reporting problems. By the time a number looks wrong, the cause is already upstream: inconsistent definitions, disconnected information, a finance structure that never scaled with the business. That's avoidable ambiguity, the kind a business shouldn't have to tolerate, and it's different from the genuine uncertainty every leader has to navigate. My job is to remove the first so you can make confident calls on the second. Left unaddressed, it compounds:
Claricy closes those gaps at the source, so leaders can stop reconciling and start deciding: clear profitability, a forecast that holds, and decisions you can stand behind.
Claricy works with growing B2B services firms where operational complexity is starting to outpace the finance function. I typically work with:
Agencies, IT services, and consulting firms, including MSPs and systems integrators
Tech-enabled and recurring-revenue services firms, where delivery is the economic engine
Businesses with $3M - $30M in revenue, where growth has outpaced the finance function
Teams that need senior financial leaders, but not a full-time CFO
Leaders that have outgrown reactive financial reporting and manual workarounds
Claricy was founded by Niall Cotter, CPA, a fractional CFO who has led finance across large enterprise, private equity-backed businesses, and subscription and recurring-revenue models.
Before launching Claricy, Niall spent 17 years at SAP in senior finance and systems leadership roles spanning controllership, FP&A, operations, and enterprise-scale reporting.
He later served as CFO for PE-backed services businesses, helping leaders turn a complex business into one they could steer with confidence.
Based in Toronto, Claricy supports clients across Canada and the U.S.
If you'd like to discuss your business, a financial challenge, or how Claricy works with growing B2B services firms, feel free to reach out. I'm always happy to have a conversation.
