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Strategic financial oversight without the cost of a full-time executive. We step in as fractional CFOs or Finance Directors to stabilize operations, strengthen internal controls, and provide clear, reliable financial direction. Our services include budget management, financial reporting, cash flow planning, year-end preparation, and leadership support through periods of growth or transition.
Clarity on where every dollar goes. We build project costing frameworks, track budget-to-actuals, establish WIP reporting, allocate labour and overhead accurately, and create dashboards that show true project performance across construction, capital builds, and multi-phase initiatives.
Smarter purchasing decisions and stronger vendor value. We assess existing vendor relationships, negotiate pricing, establish procurement controls, review contracts, implement approval workflows, and help businesses reduce overspending and improve cost efficiency.
Data-driven decision making for sustainable growth. Through actuarial expertise, we provide revenue modeling, risk and sensitivity analysis, margin projections, and pricing strategies for services, products, and programs. We help companies understand the financial impact of pricing decisions and build models that support long-term profitability.
Systems that work together — not against you. With experience across Sage 50, QuickBooks, Workday, SAP, DonorPerfect, Dext, and other platforms, we clean up data, restructure your chart of accounts, establish project coding, streamline integrations, and document clear SOPs for consistent, accurate workflows.
Aligned roles, smoother operations, and efficient teams. We redesign workflows, clarify responsibilities, strengthen internal controls, optimize approvals, support hiring and onboarding, and help teams operate with confidence and accountability.
Immediate help when things feel overwhelming. We step in during turnover, backlogs, rapid growth, system changes, or leadership gaps to stabilize financials, rebuild structure, clean up outstanding issues, and quickly restore order.
Forward-looking insights for confident decision-making. We support leaders with scenario planning, capital project forecasting, risk assessments, revenue modeling, and long-term financial strategies that support growth and sustainability. Custom service packages are available for construction companies, medical clinics, project-driven organizations, nonprofits, professional services, and growing small businesses.
We assess your systems, identify gaps, and understand your operational challenges and goals clearly.
We design structured financial systems, workflows, and reporting tools tailored to your organization’s needs.
We refine processes, train your team, and ensure everything runs smoothly and consistently long-term.
Clarity Advisory provides structured financial leadership, streamlined workflows, and project-focused solutions that help organizations operate with confidence, clarity, and efficiency.
780-708-0509
info@clarityadvisory.com
Edmonton and Sherwood Park