Business Advising Financial Consulting

Get your finances in order, and take the next step in growing your business.

GET A FREE CONSULTATION
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Is your small business surviving or thriving?

Maybe you’ve been making it work, but then you:

  • Try to apply for a small business loan

  • Want to sell the business

  • Can’t figure out how to create financial reports

  • Struggle to make business decisions

  • Start to wonder where all your money is going

  • Need someone to double check your financials

Sounds like you could use some financial clarity.

MEET YOUR SMALL BUSINESS ADVISOR AND FINANCIAL CONSULTANT

Small Business Consultant in Charlotte

you can ask me anything.

With more than 30 years of entrepreneurial experience, including starting, growing, and selling two successful accounting firms, Lori has a unique understanding of the financial foundation your business needs in order to grow, thrive, or sell.

The struggle is real, but Lori can help.

CHAT WITH LORI TODAY
 
 
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Charlotte Small Business Consulting

BUSINESS ADVISING

For entrepreneurs and small business owners looking for guidance on how to start or sell a business, create a business plan, or reach growth milestones.

Find the answers you need →

FINANCIAL CONSULTING

For small business owners needing to make sure their books are (and stay) in order, set up a budget, manage cash flow, or make strategic business decisions.

CFO and Controller services →

 

Aren’t sure what your small business needs? That’s okay too.
Clarity Consulting offers free advice to get you started.

Guaranteed response within 24 hours.

WHAT CLIENTS ARE SAYING

What Others Are Saying

"Lori completely freed me up to do the strategic work that was most important to our growth. No matter how minor a task, she does it with excellence, and no matter how major a responsibility is, she makes it look simple. I always know I can depend on Lori and her team to be efficient, full of integrity, and patient with any questions we have.”

Angel, SignUpGenius

Lori understands what your business needs and is able to create a system that helps empower you to do it on your own. … I now know where my business stands and I have the tools to do it the right way so I don’t constantly have to go to someone to ask.

Sara Jane, Selah-Vié

I’ve read a lot of ‘business’ material, but Lori’s approach was unique. She’s so passionate about sharing what she knows from experience that it just overflows out of her. The way she so freely gave me tips and advice – far beyond what I was asking for – helped me understand what I was doing so I could close all the tabs I had open in my brain.

Sarah, SOMEDAY SARAH

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CLARITY CONSULTING business consultants serve small business owners and entrepreneurs locally in South Carolina and Charlotte, NC, and virtually across the United States.

We promise to bring clarity to your business and finances so you have what you need to take the next step. Our business advising and financial consulting services help you implement proper business practices and build a solid business foundation so you can grow your company. Our offerings include fractional CFO and controller services, new business start-up advice, small business advising, and accounting and bookkeeping consulting, along with trusted referrals for any other small business services you may need.

Interested in getting started? Contact our Charlotte business consultants today!