Clarity helps you introduce or scale business advisory services. And it helps your clients understand their numbers, make better decisions and have a better business.
Using Clarity has given our members on average a 125% increase in net profit and 50% improvement in revenue, whilst giving back more time, money and freedom.
Get started with our simple 14 day QuickStart programme TODAY and see how you can start making business simple for all your clients.
The programme 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 team. We are here to help in any way we can.
Course Curriculum
Module 2 - Getting to know the platform
Available in
days
days
after you enroll
- a. The menu system (11:46)
- b. Your firm settings (4:19)
- c. Your profile (4:36)
- d. The calculation methods (5:28)
- e. Portfolio view (9:36)
- f. Sending out emails and reports from Portfolio View (2:13)
- g. How to update your email settings and send our reports to clients (7:08)
- h. An overview of the various client screens/sections (7:10)
- Checklist
Module 3 - Setting up users and adding clients
Available in
days
days
after you enroll
- a.i. How to add a client company - Xero (2:29)
- a.ii. How to add a client company - QBO (3:15)
- b. How to add a client company - Manual entry (7:11)
- c. Adding and updating Full Time Equivalent Employee numbers (4:57)
- d. How to add a team member and user access rights (2:01)
- e. A summary of user access/rights for team and clients
- f. Assign clients to a team member (1:32)
- g. Giving access to your clients (4:05)
- Checklist
Module 4 - How to select your first clients to add to Clarity
Available in
days
days
after you enroll
Module 6 - An overview of pricing
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days
days
after you enroll
Module 7 - How to introduce Clarity and contact/engage your clients
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days
days
after you enroll
Supplementary module A - How to create a Financial Plan for every client
Available in
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days
after you enroll
- a. The financial plan and measuring results/actions v plans (2:12)
- b. How you can price and deliver a financial plan (4:55)
- c. Practicalities 1 for financial plan (4:51)
- d. Practicalities 2 for financial plan (3:02)
- e. How to edit and use the financial plan (5:00)
- f. Measuring and monitoring actual results compared to the plan (4:58)
Supplementary Module B - How to create a Funding service and help your clients get funded
Available in
days
days
after you enroll
Supplementary Module C - How to create a Cash Flow Sense Check and help your clients get peace of mind
Available in
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days
after you enroll
Supplementary Module D - How to use the 7 Key Numbers Plan to help your client see exactly what's going on and make better decision
Available in
days
days
after you enroll
Supplementary Module E - DealFlow: Keep track of your advisory pipeline and know what to do next
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days
days
after you enroll
Module 10 - Next steps
Available in
days
days
after you enroll