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PURPOSE BUILT FOR SCALING AGENCIES

Financial clarity, without the complexity

From financial clarity to confident growth decisions, ClariFi helps scaling agencies build profitability that lasts, with our signature approach.

2-WEEK FINANCIAL BLUEPRINT SPRINT

$999 | FIXED FEE

WHY CLARIFI

Real-time financial dashboards, live in 48 hours

Traditional fractional CFOs spend six to eight weeks building static, manual spreadsheets before you ever see a number. ClariFi works differently. We integrate directly with your existing accounting system and stand up live P&L, balance sheet, and cash flow dashboards within 48 hours, giving you real-time visibility into your financials from day one, with zero disruption and no lengthy ramp.

LIVE DASHBOARDS IN

48 Hours

Real-time P&L, balance sheet, and cash flow, integrated with your existing stack. Decision-ready visibility from day one.

TYPICAL RAMP TIME

6-8 Weeks

Static, manual spreadsheets rebuilt from scratch, with delayed month-end reporting and no live view of your numbers.

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THE CLARIFI BLUEPRINT

Clarity starts with a Blueprint.

The ClariFi Blueprint is a personalized financial foundation built for your business. It clarifies where you stand, what’s driving profit, and where growth is constrained. It’s the roadmap that bridges the gap between where you are now and your goals. The ClariFi Blueprint brings order to your financial strategy. We assess where you are today and build a roadmap to where you’re going, so you stop executing without a plan and start making every move with intention. Clear, aligned, and structured: exactly what your company needs to scale without the confusion or overwhelm.

01. Financial reality map and performance snapshot

02. Profit and pricing analysis

03. Customized 12-month financial forecast

04. Scenario planning: base, conservative, and growth

05. Resource and capacity plan to support growth

06. Your 3–5 priority growth levers

07. Financial roadmap and ongoing FP&A support that evolves with you, keeping growth on course through every shift

ONGOING SUPPORT

Ongoing visibility & advisory support.

For firms ready to scale, ClariFi’s ongoing advisory delivers the strategy, systems, and support to build lasting financial clarity. Our FP&A partnerships pair customized forecasting, live reporting, and continuous CFO-level advisory to expand your profitability and strengthen every decision you make.

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Our advisory packages include ongoing financial management, from bookkeeping and AP/AR to monthly reporting and rolling forecasts. You’ll also receive CFO-level decision coaching, dashboard integration across your existing stack, and performance insights to grow both your profitability and your long-term financial resilience.

 

What makes ClariFi different is our approach: financial visibility from the onset, and how seamlessly Dhara blends CFO advisory, FP&A, and analyst execution into one integrated system. Every engagement is designed not just to report the numbers but to build lasting financial strength across every part of your business, so you can see, understand, and act on your numbers with confidence.

THE NEXT STEP AFTER YOUR CLARIFI BLUEPRINT

From strategy to execution

Once we map out your strategy, we bring it to life through strategy-led implementation. This is where the ClariFi Blueprint becomes action, momentum, and the clarity you need to scale with confidence.

 

Your financial operations become consistent, aligned, and handled by a seasoned finance team that knows your business inside and out.

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BOOKKEEPING, AP/AR, AND MONTHLY FINANCIAL REPORTING

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ROADMAP EXECUTION BASED ON YOUR BLUEPRINT

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PRICING, MARGIN, AND PROFITABILITY OPTIMIZATION

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DECISION SUPPORT FOR HIRING, PRICING, AND INVESTMENT

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BUDGETING, CASH FLOW, AND ANNUAL OPERATING PLANS

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REAL-TIME DASHBOARDS AND KPI TRACKING

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MONTHLY STRATEGIC FINANCIAL REVIEW WITH DHARA

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PERFORMANCE INSIGHTS AND ONGOING RE-FORECASTING

VISIBILITY FROM THE INSIDE OUT

The 360° approach to financial clarity.

Financial clarity is never one-dimensional. Our approach integrates strategic finance, FP&A, real-time reporting, and CFO advisory to build lasting profitability. Each layer is designed to build momentum so every forecast, decision, and dollar moves you closer to your growth goals.

01

Blueprint

Map your financial reality, pricing, and growth constraints, for a clear picture of where your business stands and where it’s headed.

02

Build

Bring your Blueprint to life with a 12-month forecast, scenario models, and real-time dashboards that make your numbers clear, decision-ready, and consistent across the business.

03

Optimize

Strengthen profitability through pricing, margin, and capacity analysis that tightens efficiency, expands your margins, and aligns your resources to your growth goals.

04

Scale

Leverage ongoing FP&A, forecasting cycles, and CFO advisory to deepen financial control and grow with confidence, turning clarity into sustainable growth.

BUILT BY AN OPERATOR

A track record of measurable financial impact.

20+

Years Global Finance Leadership

$150M+

Fortune 500 P&Ls Managed

$255M

Acquisition Positioned

18%

YoY Revenue Growth Driven

48 Hrs

To Live Financial Dashboards

Dhara has spent more than two decades helping companies grow through strategic finance and real-time visibility that drives decisions. Across global agencies like IPG (Weber Shandwick, Golin, and Jack Morton) and PE-backed, high-growth firms, she has led $150M+ P&Ls, partnered with founders through financing events and exits (including positioning one company for a $255M acquisition), and built the forecasting systems that turn ambition into execution.

 

These results extend beyond a single report. Her approach builds lasting financial clarity, strengthens margins, and gives leadership real-time visibility across every part of the business, from unit economics to 13-week cash flow. The momentum her clients gain leads to smarter capital decisions, healthier profitability, and sustainable growth.

Growth at this level is never random. It’s the outcome of a clear financial picture, a strong strategy, and a committed finance partner.

GET STARTED

GET FINANCIAL CLARITY IN 2 WEEKS

Stop guessing. Start seeing your business clearly. We’ll send the intake, connect your financial systems, and begin mapping your current financial reality this week.

ClariFi Blueprint $999

ONE-TIME DIAGNOSTIC SPRINT · NO ONGOING COMMITMENT

BOOK YOUR CLARIFI BLUEPRINT
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