Clarity helps accountants, bookkeepers & advisors to introduce and/or scale business advisory services. Clarity is a systemised business strategy & goal setting tool that enables business owners to understand and improve their numbers and create a clear strategic plan to build their ideal business.
    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 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 simple:

    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 simple so that business owners can have a better business, a better life and contribute towards a better world!

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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.

    Reviews & ratings

    5.0
    48 Reviews
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    CH
    Caroline Harridence
    Posted
    Clarity is a simple but really effective tool that allows us to plan and set clear targets and action plans with our clients to help them to reach their goals. It allows us to outline the steps required to take businesses from where they are now to where they want to be and we can then help them to achieve their goals. I feel we are really adding value and helping business owners fulfil their ambitions. The Clarity team are great, responsive and really supportive!
    DD
    Diane de Garis
    Posted
    Clarity is a simple platform to facilitate providing core advisory skills consistently. Calculate those 7 key numbers for your client (or new business lead) and build a plan to improve them. It really helps formulate the plan and lead to achieving of targets. I've tried with a few clients, as have my team, and also on my own business and I am super excited for the next 12 mths!
    DW
    Deborah Whitaker
    Posted
    Clarity HQ is a great tool to start the advisory conversations and set some goals and action plans. Intuitive and a tool the team can use so great for developing the team into the advisory space too. Love the fact that all clients are on a dashboard and we can benchmark within our portfolio of clients and grade them too. Brilliant. The support from the Clarity team is top notch too... Massively supportive and encouraging.
    Additional info

    App details

    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 walkthroughIntegration walkthroughsupport@clarity-hq.com

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