A Watershed Moment For The Profession: Clarity Financial Plan

Business Advisory made simple - Financial Plan

Clarity Financial Plan

Clarity’s latest product update – Financial Plan. Setting the scene: You’ve experienced it over the past 8 months. There’s no question about it, we are at a defining moment.

Not just with the effects of COVID19 on your firm, team and clients but within the accounting profession too.

A defining moment for businesses - financial plan

For the past 30 years leaders in the profession have shared with, inspired and led firms that business owners want more from accountants, not just accounts and tax returns. We know that accountants are trusted and best placed to help.

A watershed moment

Well I believe we’re now at a watershed moment. A moment from where the profession will never be the same again (for the better).

Previously the technology and process hasn’t been available to sustainably help all clients understand their numbers, build a plan and fulfil their goals. And even COVID19 has taught us that there are only so many hours in the day.

Combination of People, Process, Technology - Financial Plan

So can a software update really deliver this unique changing point in history? Well if you think Clarity is just software, you’re missing the point. It’s about enabling you, and all in your firm, get the time, money and freedom you deserve, and to help your clients to get the same.

The missing piece

The financial plan update in Clarity, along with the toolkits and processes, now enables you and your team to generate additional profitable revenue (dare I say it, easily) and helps your clients get to where they want with their business. It’s the complete wrap around “business advisory” service for those clients that don’t need/want/understand detailed management accounts, three way projections and personalised dashboards.

Watch now the short 2 minute video below to see how:

Yes of course, for the right client, and the right fee, a full FD type service is still required and there are plenty of apps to help you deliver the right elements of that service.

But never before has there been the tech and the process to deliver additional services to all the non-FD service clients. (And there is a lot of them that need and want your help!). A mass market business advisory service, if you will. Delivered by the mass of your team.

Keep it simple

Because let’s face it, explaining to a client where they are now and where they can get to, asking about how they can close the gap, holding the client accountable and measure and monitoring the figures can be done by any numbers savvy person in your team.

It really is this simple (goodness knows what the profession has done to overcomplicate this):

Business Advisory made simple - Financial Plan

Simple to deliver, simple for clients to understand buy hugely valuable to them too.

And of course if a client needs more hands on help or more insight or planning then they can get help from someone more senior in the team.

So now you and your team have everything you need to help all of your clients (did I mention we have a dedicated member success team to help you implement this), how soon will your firm and your clients get the time, money and freedom you, and they, deserve?

Want to know more?

Simply message me or arrange a call with one of the team today.

About clarity – the global business advisory solution

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.

If you think those numbers are too magical, check out your own using our calculator here. To then fully appreciate your firm’s potential and ability to thrive, take our Success Factor Quiz.

And don’t just take our word for it. Check out some 5* reviews here and what our members say here.

More information

We understand that Clarity is not for everyone. But we do know that for those that successfully implement, Clarity enriches the firm, its team and clients.

If you’d like to get started straight away or find out how Clarity can help drive your firm’s profitability, then please contact our team and set up a call to see how our members have done just that, some during their first two weeks!


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

Use our Calculator

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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.

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