Clarity - Business Advisory Effortlessly

The end-to-end business advisory suite for your accounting firm ... giving you the tools to market, sell and deliver business advisory services to your clients - effortlessly!

See how Clarity works

The end-to-end business advisory suite for your accounting firm ... giving you the tools to market, sell and deliver business advisory services to your clients - effortlessly!

See how Clarity works

The end-to-end business advisory suite for your accounting firm ... giving you the tools to market, sell and deliver business advisory services to your clients - effortlessly!

See how Clarity works

Make your accounting firm more profitable

Clarity’s award-winning solution makes business advisory effortless. It provides a bridge that makes the complex worlds of business and numbers beautifully simple.

We help you tell better stories with numbers, whilst giving your firm an additional time-effective and profitable service line. One that adds value to small business owners at a price that they can afford (and would love) to pay. Our actionable strategies, systems and tools can be delivered by 100% of your team to 100% of your client base.

Find out more about how Clarity can help you

Quickly grow recurring revenue by 50% and net profit by 125%

The structure and processes to deliver advisory to all your clients

Find out more about how Clarity can help you

Fast to implement & effortless for your team to use

Immediately boost your firm's success (and your clients' too)

Clarity creates win/win relationships both for you and all your clients

Some of our members

Find out more about how Clarity can help you

Calculator

Clarity has created a calculator to show you how you can improve the profit potential in your accounting firm.

Use our Calculator

Book a call

Want to find out more? Book a call with our team to find out if Clarity is a good fit for your team, clients and accounting firm.

Book a Call

View pricing

There is a package to suit every size of accounting firm. From start-up to global giant, there’s something for you.

View all our pricing schemes

We understand you

Clarity business advisory has been built by accountants for accountants. Our founders have built and sold their own multi-award winning, multi-million dollar revenue accounting firms.

From their years of experience with thousands of small businesses around the world, they also understand entrepreneurs and small business owners; what they want, how they think, their biggest fears and challenges and most importantly how we, as accountants, can bridge the communication gap and help them succeed.

We understand the challenges you face as an accountant and how to overcome them. Such as:

Not enough time
Not enough profitable revenue
Unable to empower the team to help
Lack of structure
Scarcity of resources
Overwhelm
Clients don't get it

We understand the challenges you face as an accountant and how to overcome them. Such as:

Not enough time
Not enough profitable revenue
Unable to empower the team to help
Lack of structure
Scarcity of resources
Overwhelm
Clients don't get it

How it works

Clarity business advisory is the systemised business advisory platform for accountants that combines award-winning processes and integrates with Xero, QuickBooks and Sage (or you can enter numbers manually) to create, build and deliver your advisory services at scale.

Discover more about how Clarity works

Clarity’s cutting edge solutions provide a bridge that makes the complex worlds of business and numbers beautifully simple. Our actionable strategies, systems and tools can be delivered by 100% of your team to 100% of your client base.

Where are your clients now?

Identify where your clients are now with the 7 Key Numbers they need to know, to understand how their business is performing.

Where could / should they get to?

Collaboratively use the 5 Levers of Success with your clients, to show what’s possible for the business and the inherent improvements to profitability and cash flow.

business advisory platform for accountants

Understanding the shifts required

Perform sensitivity analysis on the 5 Levers of Success to identify the shifts required and where the business should focus in order to fulfil its potential.

Create a Plan

Work with your clients and our systems to create action, growth and funding plans – with clear steps and defined timelines to help your clients achieve their goals.

Measure/monitor results v plan

Leverage the power of technology, together with our processes, to measure and monitor your clients’ actual results against their plan and hold them accountable for success.

Where are your clients now?

Identify where your clients are now with the 7 Key Numbers they need to know, to understand how their business is performing.

Where could / should they get to?

Collaboratively use the 5 Levers of Success with your clients, to show what’s possible for the business and the inherent improvements to profitability and cash flow.

Understanding the shifts required

Perform sensitivity analysis on the 5 Levers of Success to identify the shifts required and where the business should focus in order to fulfil its potential.

Create a Plan

Work with your clients and our systems to create action, growth and funding plans – with clear steps and defined timelines to help your clients achieve their goals.

Measure/monitor results v plan

Leverage the power of technology, together with our processes, to measure and monitor your clients’ actual results against their plan and hold them accountable for success.

What our members say...

View our Case Studies

Sharon Pocock

Kinder

We generated £82k GRF within the last three months and our clients and team couldn’t be happier.

Repeatable business advisory is the way to go! The platform, framework, and systems give the team the confidence to have more impactful client meetings. This stops partners from being the bottleneck and ultimately means we can support more clients. The support is amazing too!

Paul Miller

Cornish Accounting Solutions

Clarity is so easy to use and intuitive. It’s plug and play advisory. It’s a complete no brainer!

We love the systemised approach that allows us to spread advisory across all of our team, generating additional revenue for our firm and additional guidance for our clients. Why would you not use Clarity to generate advisory fees and, most of all to look after your clients?

Khyam Chudhry

Fortuous

A Clear Winner

If I didn’t have Clarity, my client wouldn’t have said yes. Naming my price was a piece of cake. My client took the largest package of £600 + vat, not because they could afford it, but because they believed in it. As the name Clarity suggests. Clarity works!

Graeme Tennick

Tennick Accountants

If you think it just software, you’re missing the point

It’s a mindset, a different way of doing business and a shift in the way we talk about our firm to prospects and clients. This is hands down the easiest software I’ve had to implement. Within just two weeks, I had spoken to six clients and generated £42k .

Marie Donaldson

Fresh Clarity

I really enjoyed doing the meetings. It reminds me why I do what I do

My clients now understand their business when I show them their 7 key numbers in Clarity. It sparks good conversation about how we as their trusted advisor can help them get to where they want to be. When moving the levers in Clarity, it shows where and how they can improve their business. It gives them a better understanding that not just revenue can be improved. Using Clarity gives them the understanding of their business

James Bennett

J-Benn Finance

The Clarity process helps price too. Otherwise, I’d be stuck at fees of £600 plus vat per month and that is still under charging.

I now realise Clarity isn’t just software. It’s coaching and training on a step by step structure and process to help clients buy business advisory services from my firm rather than us have to sell it to them! Plus I’m not doing this on my own. I have the Clarity team, and all their knowledge and experience, to help stay on track and get the right things done at the right time.

View our Case Studies

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Adaptability in integration

Help your clients understand their numbers with the Clarity business advisory solution, create a world-class business and access the cash to grow and/or exit – integrating seamlessly with Xero, Sage and QuickBooks.

You can of course enter data manually.