2021 the Clarity Year in Review – a whilstle-stop round up

Clarity year in review

In no particular order (and definitely not chronologically);

Live Events

Yes, you read that right. #TeamClarity attended a real life, live Accounting event in December 2021, with real living people. AccountingWeb Live hosted a fantastic event for accountants in Coventry. It was brilliant to chat with forward-thinking accountants ahead of 2022 and introduce them to the latest Clarity updates (such as DealFlow) or re-fresh them on the platform’s systems and processes. It’s also important to note that Clarity won the #sicksocks award for the best #fintech socks swag. Proud.


In Q2, Clarity officially added the green giant of the accounting world to our brilliant bow of partners. Clarity now integrates with Sage Accounting, alongside Xero and QuickBooks. We are so delighted to have the opportunity to work with Sage Accountants and, using the seamless integration between Sage Accounting and Clarity, empower them to help even more small businesses succeed.


When the stars align, you know the results are going to be out of this world! And when paths, that have criss-crossed so many times and for so many many reasons, finally converge – you know the best is yet to come! Earlier in the year, we welcomed our Paul Dunn to #TeamClarity with open arms. Paul is the advocate-in-chief, or chief storyteller as it were, for our completely reimagined business advisory movement.

A New Story for your Firm

At Clarity, we believe that accounting is fundamentally about great storytelling. And we want to help you and your team deliver compelling, commercially focused narratives to your clients about their numbers. With Paul, we introduced a brand-new web event in Q3 called ‘A Story of Advisory’. And the results were stunning. If you missed it and want to experience it for yourself and your firm, keep your eyes peeled in the new year – the event has evolved to an even more impactful “A New Story for your Firm”.

5D Planning 

If you don’t know about 5D Planning – have you been living under a rock? We launched 5D Planning in Q4, helping you plan your clients’ futures from every dimension that truly matters. If you’re looking to deliver repeatable business advisory at scale, find out how quick and simple 5D Planning is to use here. 


Clarity® HQ were so delighted and honoured to receive the “Software that has made the greatest difference to the lives of our clients” award from Tennick Accountants back in January – a brilliant way to start the year! 

Firstly, we love working with the team at this digitally-savvy award-winning firm that does amazing work with small businesses. Secondly, our whole purpose is Better Business, Better Life, Better World – giving small business owners clarity, clarity so that they can build a better business for themselves, a better life for their family & team, and ultimately contribute towards creating a better world.

This award still means so much as it gives us validation that we’re on the right track, spurs us on to continuously improve and inspires us to do even more. Thanks so much Graeme Tennick FCCA for all your support, it is massively appreciated.

This year we have also been lucky enough to be finalists in the UK FinTech Awards – Accounting Tech of the Year and the Xero UK & EMEA Awards – Practice App of the Year. It was an honour to be in such mega categories alongside such esteemed nominees as Appzen, Crunch, FreeAgent, IR35 Shield, Xero, Fluidly and Syft Analytics. Bring on 2022 and the next Award season…

Full Disclosure 

It’s been a tough year for web-events. Safe to say every industry found it hard to keep it fresh on zoom or teams or whatever software you were using! #TeamClarity launched a brand new web series for accountants in practice, teaming up with some of the industry greats to create a brand new web event series that’s no-holds barred. Hard hitting frank conversations, with those that have been there, done it and worn the t shirt! 

Though we may say it ourselves. It was a brilliant series. We heard from Carl Reader (small business expert, head of accounting at Practice Ignition, chairman of TeamDT – d&t chartered accountants, best-selling author, social media supremo) Kelly Hurst (TikTok sensation and Senior Business Development Manager at Clarity® HQ) who discussed all things social media. 

Alastair Barlow shared some Practical insights, hints, tips, war stories and quick wins on the topic of Strategy……. what even is it and do you really need one for your firm?

We had a frank, open and honest conversations about outsourcing and offshoring Vipul Sheth, MD at AdvanceTrack Outsourcing, along with a brilliant client of theirs, Nikki Adams, Director at Ad Valorem Group. 

Pricing month

We tackled the wonderful world of pricing in a series of Full Disclosure events. Answering tricky questions such as; How do you ensure that you can really charge what you’re worth? How do you get the team to price consistently? Do you use menu, fixed, value or 3 tier pricing and when? How do you get the client to say yes? How do you deal with scope creep? We called in favours with pricing experts to help us answer these questions for the #ClarityCommunity. Thank you Mark Wickersham , Ron Baker,  Jody Padar, and James Ashford. 

6 figures

Member Wins

For a re-cap on some member wins, keep your eyes on the Clarity social accounts for our Clarity Christmas awards – showcasing some of our wonderful members. Our workshop graduates have produced some powerful results for their firms and clients.

One particular “win” from our latest workshop cohort comes to mind:

“I have been way overcomplicating advisory. It’s exactly like you said. On of our clients has increased revenue by £169k, GP by 5% and EBITDA by £62k – all with monthly accountability calls, requiring little effort or prep on my part. It’s repeatable and scalable!”

“Clarity has been immense for our firm too. The plans, the actions, the team onboard. December is our best month ever and we still have a week or so to go. I’ve paid my tax bill six weeks early (which is completely unheard of!). It’s clarity all in for 2022”

Workshop dates

If you’re looking to make business advisory effortless for your firm, check out our 2022 workshop dates here.

P.S If creating six figures in six weeks is on your New Year’s Resolution list… check out our upcoming course. Learn multi-award winning hi-impact strategies, overcome limiting beliefs and master the science of building profitable revenue, quickly! Read more here

Making an Impact

As a team, we re-focused on our core values at the beginning of the year. From which, initiatives such as #GlobalGoaloftheMonth surfaced. We strive everyday at Clarity® HQ, in big and small ways, to promote equality and giving back. 

We always revert back to our challenge: what if every time we do business something good happens in the world?

A huge part of our purpose is create a better world. And every time an accounting firm joins Clarity or you sign up for a Clarity event, you are helping us make an impact all over the world. Read more about this here. 

672 smiles

So in this season of giving, made possible through our partnership with the global giving movement B1G1.com , #TeamClarity have sent e-cards of gratitude to celebrate the special people in our lives. Through these impact-full e-cards we have provided; 120 days of access to education, 400 days of access to water, 60 days of access to shelter, 30 meals, 32 medical treatments, and planted 30 trees globally that make our world a better place in every single way. We love that, while you may not see this physical card in your mailbox, the e-card creates real, tangible, life-changing impacts in the world. 

Finally, from all of us at Clarity® HQ we hope you have a wonderful Christmas period with your family and friends. 

2022 is going to be awesome and we can’t wait to tackle it with you.


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