Compliance is not dead. However, studies show that firms who introduce a repeatable business advisory service triple their profits.
Traditional business advisory
In the past, traditional business advisory hasn't properly leveraged the right combination of people, processes and technology. It has been heavily reliant on partners or managers to deliver, there isn’t enough time, it's difficult to scale, and only the top 10/20% of clients can typically afford it.
Repeatable business advisory
Clarity® is the complete business advisory platform that can help you introduce and create a profitable, repeatable and scalable business advisory service for your firm.
We help progressive accountants market, sell, price and deliver re-imagined business advisory services at scale.
From 90 minutes per week
Starting from just 90 mins a week for the first three months, our simple step-by-step implementation plan, coupled with our education systems and member success team, will ensure you generate $37k/£30k/AU$60 GRF, or your money back.
Thereafter, we help you build a well-respected and successful transformational accounting firm that earns three times your existing profit with a happier team and clients.
Clients love it and ‘get’ it
Our multi-award winning solution creates significant value for your small business clients, at a price they’d love to pay.
Make the most of your membership
Get started with our QuickStart program TODAY and see how you can start making business simple for all your clients.
The program has been designed to help you create the maximum impact during your QuickStart period.
If you need any help or are missing access to any resource, please don't hesitate to reach out to the member success team. We are here to help in any way we can.
THIS COURSE IS FREE FOR MEMBERS - please get in touch if you don't have your 100% discount code
If you're not a member, why not contact us
Why not book a discovery call with one of the team to see what a difference Clarity could make to your firm?
Course Curriculum
- a. before you start (for those that prefer to dive straight in!)
- b. What to expect from this programme (9:01)
- c. An introduction to your instructors (1:46)
- e. The challenges facing small businesses, what they want from their accountants and how clarity can help (3:33)
- f. What is business advisory? (6:59)
- g. The 5 Levels of business advisory (6:24)
- Are you ready to move to the next module?
- 1. Fundamentals of your account. Inviting team, adding clients and checking data (5:42)
- a. Introduction to the 7 Key Numbers (6:17)
- b. Resources for the 7 Key Numbers
- c. Portfolio view (2:18)
- d. Improving the 7 Key Numbers (2:50)
- e. Initial report (4:58)
- f. Customer journey (2:18)
- g. Service maps (2:17)
- h. Agendas (1:23)
- i. Summary (2:02)
- Are you ready to move to the next module?
- a. How to use Clarity with a client (24:27)
- a.i. 5 levers of success (7:28)
- b. The action plan (9:44)
- b.i. The action plan - overview (3:48)
- c. Business Improvement Report (1:49)
- d. Financial Plan, Cash Flow Sense Check, Financial Performance Review (7:00)
- e. DealFlow (1:15)
- e.i. DealFlow extended (2:26)
- f. Pricing (3:19)
- g. Task Management (2:13)
- h. Agendas + Meeting Mode (2:32)
- i. Conclusion (1:13)
- ii. Making a sale (11:18)
- iii. Following up (4:48)
- iv. A note about how and when not to speak about Clarity (3:08)
- v. A word about role play (1:40)
- Checklist