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Member QuickStart - Essentials Part 3
Delivery of Repeatable Business Advisory Services using the Clarity Platform
Welcome - before you get started
Introduction (1:58)
Service Map Overview
Show client where they are now (1:37)
Month 1 - Detailed Action Plan
Follow the Clarity guide when delivering your first meeting (11:30)
Month 2 - Financial Plan, Cash Flow Sense Check & Funding Service
Use Clarity's wide range of features to give your client exceptional service (30:39)
Month 3 - Finance Performance Review & Accountability Meeting
Comparing the client's plan to their actual performance (15:30)
Months 4-5, 7-8 & 10 - Accountability Only Meeting
Ensuring your client's are completing their tasks to achieve their goals (7:33)
Month 11 & 12 - Preparing for the next 12 months
Re-engaging your clients for the next year to achieve an even larger goal (4:40)
Reminder of what we accountants bring to business owner clients
Your key take away (2:45)
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Comparing the client's plan to their actual performance
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