Our Mission
Our mission is to assist our clients to calibrate the financial disciplines of their organizations illuminating strategic opportunities, enabling business growth, and enhancing profitability.
Our Vision
Our Vision is for businesses of all sizes to maximize the value of finance within their organizations by leveraging our expertise, tenacity, and pragmatism.
We are Claritas
Claritas Financial began as a partnership between Stuart Taylor, a corporate tax professional, and Joe Meyer, a corporate finance executive, each with decades of experience. Together, Joe and Stuart have helped steward and manage companies’ financial resources across industries and around the world.
Over each of their careers in the corporate sector, they recognized the same unfilled need: advisory firms bringing real experience working in and understanding the challenges of tax, finance, and treasury corporate functions.
Enabling Business & Illuminating Opportunities
Large accounting firms have long dominated the industry in accounting, tax, and treasury services. These firms have chosen to focus their best resources and efforts on promoting services to larger companies under the assumption those companies are more complicated with greater risks. These accounting firms have viewed this focus as a key driver of readily identifiable and large payoffs to them. Consequently, any opportunity that is perceived to be less robust and less profitable is delegated to staff with less experience, less expertise, and less drive for excellence.
We believe that each client has its own unique set of challenges and risks regardless of the size of the organization, and each of these clients, large or small, hold opportunities of high untapped value waiting to be identified and utilized for the organization. We tenaciously dedicate the greatest resources and expertise, unlike the larger accounting firms, to each of our clients, because our clients deserve the best efforts from us. That’s why we’re different. That’s why we’re the best.
Objective solutions guided by a vested partner.
We are tenacious and unwavering in our commitment to deliver the best and most pragmatic advice, systems, and executions for your organization at every stage of its growth journey.
Because it matters, we seek to understand the core drivers of a business, and then build the financial models and support processes that make delivery possible—no matter where the levers need to be pulled in an organization. To us, a company is much more than a balance sheet: we are vested stewards of a company’s financial well-being.
Driven, vital execution to ensure maximum impact today and tomorrow.
Advice, no matter how profound, lacks value without execution. Our team combines its six decades of deep finance expertise with a hard-hitting, “roll up our sleeves” approach to the processes that will have the most impact on business operations and profit.
In short, we are passionate about getting the right things done and identifying the right time for the companies with which we partner.
Expertise for scalable growth at every stage of your business.
No matter their size, all businesses are challenged to keep both current financial processes and future opportunities in mind. We help our clients consistently move to their next level of growth by pragmatically focusing our expertise on their business, both today and tomorrow.