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Clarity HQ

By Clarity HQ
4.97 out of 5 stars
Making business advisory services effortless (with our 100% money back guarantee)... ..so your Xero clients understand why they need your help and your team can get involved in making it happen. Generating powerful results for your firm (and clients) from your existing and prospective clients.
Rated
5.0
out of 5
Reviewed by
79
Xero users
Listed for
4 years
July 2019
Key functions
Accountant tools
Reporting

Overview

Clarity is a global platform that combines the power of cutting-edge technology and proven award-winning systems to enable our members (accountants, bookkeepers and advisers) to create, package, price and deliver added-value business advisory services to their small business clients. By doing this, we help them increase revenue by 50%, net profits by 125%, engage their team, free up time and create freedom - helping their clients to do the same along the way.

In fact, we guarantee it. If you don’t generate a 100% return within the first 30 days, we’ll give you your money back. No questions asked!

In this digital age, starting a business is easier than ever before. But staying in business is tougher than ever. More than 50% of businesses fail within the first five years and only 10% last more than ten.

Using Clarity you will make it easier for small business clients to thrive by bridging the gap between financial data and the practical business insights required to build a sustainable business. Our platform will help small business owners to understand their numbers, manage and access cash and create a business that works.

Business advisory made effortless:

In one platform, the business owner can be taken through the whole business advisory process. Ideally this should be done with their accountant who can talk them through their 7 key numbers, where they want to get to, how to fill the gap, create a plan to get there and then measure and monitor results against it. The accountants provide that secret sauce: accountability. You’re statistically 78% more likely to achieve something with someone to hold you to account.

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.
  • Freeing up your time - historically most advisory work was delivered by the partners and directors. Now your whole team can use Clarity to grow better relationships with your clients and help them build their ideal business.
  • Increasing ROI on your other apps by signposting in the action plans

Clarity is the business advisory platform that's making business effortless so that business owners can have a better business, a better life and contribute towards a better world!

Clarity HQ
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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. Furthermore, you can now create a financial plan, including a P&L forecast and then monitor actual vs plan. The complete business advisory platform.

Plus Clarity signposts nicely to the other apps - for cash flow forecasting, management reporting, KPI dashboards and 3 way projections - you may well use such as Futrli, Fathom, Float, Fluidly, Castaway, Syft and Spotlight etc.

Reviews & ratings

5.0 out of 5 stars
79 Reviews

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Most recent reviews

MG
Marius Greyling
Posted 21 Feb 2024
5 out of 5 stars

First Win

I won my first Planning Client on Clarity HQ, the client saw the value we can bring and we replaced his business coach, as we presented him with a clear action plan and tasks to do monthly. This is a great addition to our firm and advisory services giving more value to our clients. Also found the training and accountability for Clarity HQ very helpful as well. They really believe in the product and can see that in their training and support.
JL
Jonathan Lakpuri
Posted 23 Jan 2024
5 out of 5 stars
Easy to use and great visuals when running through the numbers with clients. A great tool to help with business advisory!
BB
Bethany Bryan
Posted 25 May 2023
3 out of 5 stars

No online payments

Was excited to try out this software because all the great reviews. But they don't let you have a free trial and after talking with a rep they don't offerer online payments...like none. That is a dealbreaker.

Additional info

Shared data

Xero
Clarity HQ
Accountsshared from Xero to Clarity HQ and from Clarity HQ to Xero

Functions

Accountant toolsReporting

Industries

Accounting

App details

By Clarity HQ
Added in 2019

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@clarity-hq.com

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Get started with Clarity HQ

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.