Sometimes you need someone competent and reliable to fulfill your basic tasks. Clarity provides a broad suite of basic services that can help you on your road to financial health. Take advantage of them all, or mix and match to suit your unique needs.

Financial Planning and Projections: 

Smart decisions about the future rely on a solid analysis of current and historic data. Clarity has the expertise, staff and systems to support organizations with their planning and projections for the future. Tools we offer to keep you financially fit:

  • Helping you create your annual budget
  • Preparing cash flow projections (When will the money come in? Where will it come from?)
  • Guiding you through financial crisis management and contingency planning
  • Conducting Profit and Loss analysis (P&L statements help you measure rates of return, assess trends, and make positive choices about your business or organization)
  • Help you with revenue analysis (Set benchmarks for your business or organization; identify gaps and opportunities) 

Recording, Reporting & Oversight

Reaching financial health within an organization means you have to know where you are headed, and you have to know where you’ve been. Clarity is here to make sure your financial information is telling an accurate story of the health of your business, so you can plan appropriately to reach your goals – without any surprises along the way.

  • Accounting systems assessment or set-up (Is your accounting system efficient, consistent, and effective? We’ll bring procedures and best practices that help keep things humming)
  • Accounting staff management (Clarity can oversee accounting staff, helping to implement improvements in policy and procedure, and guiding staff members in keeping your finances clean)
  • Regular reviews of financial information
  • Preparation of finances for year-end or audit
  • Quickbooks training (Empower your staff to consistently and capably use this powerful tool for financial health)
  • Grant invoicing & reporting
  • Full charge bookkeeping (Data entry, management of accounts payable and receivable, payroll, and tax reporting—we can handle any and all of your bookkeeping needs)

Our accounting and bookkeeping services will keep you fit and moving forward.