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
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
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
Available in
days
days
after you enroll
Available in
days
days
after you enroll
Available in
days
days
after you enroll
Available in
days
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)
Available in
days
days
after you enroll
Available in
days
days
after you enroll
Available in
days
days
after you enroll
Available in
days
days
after you enroll
Available in
days
days
after you enroll