Fractional CFO Services for B2B Services Firms
I help founder-led agencies, IT services, and consulting firms turn a growing, complex business into one whose numbers leadership can act on: which clients make money, where margin is going, and what they can afford next.
When the numbers stop giving you straight answers
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 reconciliation 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
Understand what's actually driving margins, cash flow and operational risk
Build forecasting processes leadership teams can actually rely on
Improve visibility into profitability across clients, services, and teams
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Strengthen reporting processes so leadership can trust every number it decides on
Bring experienced financial leadership into operational and strategic decisions
As you grow, the finance function often stops keeping pace. Reporting takes longer, margins get harder to explain, forecasts drift. I bring senior financial leadership that turns that into clarity you can act on.
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 firms 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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Tech-enabled and subscription/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 leadership, but not a full-time CFO
Leadership teams that have outgrown reactive financial reporting and manual workarounds
Why Claricy
Most finance problems in growing firms aren't really reporting problems. By the time a number looks wrong, the issue started upstream, in inconsistent definitions, disconnected information, and a finance structure that hasn't kept pace with the business. Left alone, the gaps 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 closes those gaps so leadership can stop reconciling and start deciding, with clear profitability, a forecast that holds, and numbers they can act on.
About Claricy
Claricy was founded by Niall Cotter, CPA,
a fractional CFO with over 30 years of experience across professional services, private equity-backed businesses, subscription/recurring-revenue models, and large enterprise environments.
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 leadership teams get to numbers they could act on.
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 firms, feel free to reach out. I’m always happy to have a conversation.
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