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
If you completed our QuickStart program parts 1 and 2, then get stuck in with the advanced features of clarity.
The program is designed to be a reference for making the most of your membership with Clarity.
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. 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
- 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)
- h. Task Management (2:01)
- Checklist
- 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)