Fractional CFO Services for B2B Services & SaaS Companies
Claricy helps leadership teams strengthen the financial infrastructure
behind reporting, forecasting, and operational visibility.
This includes the systems, processes, and financial structure that
turn business activity into reliable reporting and financial insight.
When financial reporting becomes harder to trust
You may be seeing signs like these:
Revenue is growing, but cash still feels tight
Forecasts feel more like guesses than plans
Margins look better on paper than they do operationally
Reporting exists, but confidence in the numbers doesn't
Leadership discussions keep turning into reconcilation exercises
The business is getting more complex than the finance structure behind it
You're not wrong, and you're not alone.
These are signs your finance function isn’t keeping up with the business.
How I Help
As companies grow, financial processes often become harder to trust.
Reporting takes longer.
Margins become harder to explain.
Forecasts drift.
Teams rely on spreadsheets and manual workarounds.
Claricy helps leadership teams strengthen the systems and financial structure behind reporting and operational visibility.
Understand what's actually driving margins, cash flow and operaitonal risk
Build forecasting processes leadership teams can actually rely on
Improve visibility into profitability accross clients, services, and teams
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Strengthen reporting processes so the numbers stay reliable as the business grows
Bring experienced financial leadership into operational and strategic decisions
CFO Conversation
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.
Who I Work With
Claricy works with growing B2B Services and SaaS businesses where operational complexity is starting to outpace the finance function.
I typically work with:
Service firms — consulting, creative, professional services, and technical service providers
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SaaS companies with onboarding, implementation, or managed service complexity
Businesses with $2M - $50M in revenue, where growth has outpaced the finance function
Teams that need senior financial leadership, but not a full-time CFO
Leadership teams that have outgrown reactive financial reporting and manual workarounds
Why Claricy
Most finance issues in growing companies are not caused by reporting itself.
They start earlier, in the systems, operational processes, and financial structure behind the numbers.
Over time, small disconnects begin to compound:
• margins become harder to explain
• forecasts drift
• reporting requires manual reconciliation
• teams work outside core systems
• leadership discussions turn into reconciliation exercises instead of decision-making.
Claricy helps leadership teams strengthen the financial infrastructure behind reporting, forecasting, and operational visibility.
That includes the systems, data flow, and financial structure that connect business activity to reliable reporting and financial insight.
About Claricy
Claricy was founded by Niall Cotter, CPA,
a fractional CFO with over 30 years of experience across professional services, SaaS, private equity-backed businesses, and large enterprise environments.
Before launching Claricy, Niall spent 16 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 professional services and SaaS businesses, helping leadership teams strengthen reporting, operational visibility, and the systems behind them.
Based in Toronto, Claricy supports clients across Canada and the U.S.
Let's Connect
If you'd like to discuss your business, a financial challenge, or how Claricy works with growing B2B Services and SaaS companies, feel free to reach out. I’m always happy to have a conversation.
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