Financial Clarity. Strategic Depth.
Real Answers.
For Founders of growing Service and SaaS firms who need CFO-level clarity on Cash, Profit and What's Next
For Founders Feeling the Pressure
If you're thinking...
"Revenue’s growing, but cash still feels tight."
"We’ve got reports, but no real clarity on what’s driving results."
"Our team’s busy, but where’s the profit?"
"Forecasts feel more like guesses than guidance."
"We’re winning clients, but margins keep slipping."
“We’re growing fast, but finance isn’t scaling with us.”
You’re not alone and you’re not wrong.
These are signs your finance setup isn’t keeping pace.
How I Help
I focus on what matters most for growth-stage founders:
Reveal what’s really driving cash flow, margin, and risk
Build decision, ready forecasts, not just spreadsheets
Clarify profit by client, offer, or team
Use AI when it sharpens insight
Help you act fast, with confidence and experience
If you’re facing a key financial decision or can’t see why the numbers don’t add up, a focused conversation can bring clarity fast.
Who I Work With
Claricy supports founders who want their numbers to work, clear, reliable, and ready to guide confident decisions.
I typically work with:
Service firms, consulting, creative, marketing, and tech providers
SaaS companies, particularly those combining software with onboarding or managed services
Most generate between $2M and $50M in annual revenue.
Some already have a controller or small finance team.
Others are scaling quickly and need
Senior financial leadership to bring clarity, control, and confidence as they grow.
Why Claricy
I’ve helped companies grow, restructure, and exit with investor-ready systems and tools that work, including AI, when it truly adds value.
My role is to steady the ship, reveal what’s really happening in the numbers, and help you make decisions with confidence.
About Claricy
Claricy Inc. was founded by Niall Cotter, CPA, a strategic finance partner with over 30 years’ experience, including nearly a decade as a full, time CFO across private equity, professional services, and SaaS.
Before launching Claricy, he held senior finance roles at SAP for 16 years, combining operational, FP&A, and systems leadership.
Based in Toronto, Claricy supports clients across Canada and the U.S.
Contact Us
Let’s Connect
Have a question before booking your CFO session? Send a message, I’ll respond personally within one business day.
Office Address
