Clarity is a global business advisory platform that helps accountants, bookkeepers and advisors to introduce and/or scale business advisory services.
The platform provides the tools to help small business owners understand their numbers and how to improve them, create a plan to build a better business and an online structured data room to access funding and investment to grow or exit.
Clarity enables even junior members of the team to have a business advisory conversation, or directors/partners to prepare on-the-fly when there’s limited time, in a numbers led and systematic way.
The main benefits for accounting, bookkeeping and advisory firms are:
- Additional revenue from new service lines
- Scalable business advisory services for all clients
- Sales funnel created for bigger ticket advisory work
- Junior members of the team have more variety and involvement with clients.
For small business owners:- Clarity helps you understand your numbers - where you are now, where you want to be and helps you get there with an accountable action plan. At the same time Clarity helps create a strategic plan to build your ideal business and a data room to share the relevant data will lenders and investors.
Clarity is the business advisory platform that's making business simple so that business owners can have a better business, a better life and contribute towards a better world!
Clarity HQ + Xero
Clarity extracts your Xero profit and loss and balance sheet data to calculate the 7 key numbers of your business. This looks at profitability, cash flow, productivity and business return. You can then play with these 7 key numbers to see what targets and goals you'd like to create in profit and cash generating an action plan to help you do it.
Connecting your Xero data to Clarity is done simply in a few clicks. Choose Xero as your data source, connect your Xero data and map a few accounts. That’s it.