Business Advisory

Agenda Creator in Clarity

We all know the power of agendas.

A meeting agenda helps you and your colleagues/clients prepare for a meeting and guide yourselves through the items you need to discuss.

Save time

Time spent in planning an agenda will likely save time for all meeting participants by providing a clear set of topics, objectives, and time frames. In addition, some meetings may require more planning time than others, so having an agenda there will help with that efficient preparation.

Structure

Having an agenda can help with all of the above for an experienced member of the team delivering a client meeting. Still, for a junior team member, there is the added benefit that it provides a structure to follow and learn from; it’s also an educational tool.

At Clarity, our Agenda Creator is a game changer!

With Agenda Creator, we have you covered for both advisory and compliance + agendas for team and client use.

You have access to 3 advisory agendas:

initial meeting
short 50/60 minute catch-up (say monthly)
longer 2 hour catch-up (say quarterly)

Under compliance +, you will have access to 5 agendas:

Pre-Year End meeting
Before Accounts
During Accounts
After Accounts
Post Year End meeting

Customise your own agendas

All the agendas are pre-populated and customisable, so you have two options for using this feature.

Option 1

Take the agendas in the platform as they are, leaning on the knowledge and expertise of our founders, who have distilled the agendas down to what they are today from over a decade of trial and error in front of clients.

Option 2

Upload agendas you already use into the platform or create your own agendas from scratch. Giving you the ability to let your tone of voice carry through the services you deliver.

Agenda Creator also feeds into another great feature of the Clarity platform, Meeting Mode.

How annoying is it to switch between tabs or pages as you move through your agenda, referring to the numbers or reviewing action points in a digital world?

With meeting mode, you can view up to 3 areas of the Clarity platform at one time on one screen. So, for example, you can have your agenda up to refer to can keep the meeting on track – while adding your notes in real-time. But instead of navigating away from the screen to look at the financial reports for the last quarter, you can open this directly on the page you are on, viewing them simultaneously.

And if you want to, you could even pull up the action plan with the client’s task list on the same page as well allowing you to follow the agenda and review the actionable task and the financial effect of that task all at once without breaking your flow or focus by having to navigate between each of these areas within the platform.

About Clarity

Clarity® is the end-to-end business advisory suite for accounting firms.

We help accountants thrive, by realising the full potential of their team, their firm and their clients.

Clarity brings meaning to the word “advisory”. Our multi-award winning platform, education systems, and consulting team give you the structure, tools and plans to create, market, sell and deliver business advisory services; and the confidence to make it happen.

We enable you to introduce and create a profitable, repeatable and scalable business advisory service for your firm. One that increases revenue in excess of 40% and profitability by over 125%.

Significant value

Using Clarity adds significant value to small business clients. Value they clearly understand and want to pay for.

Why not book a call, so we can schedule a strategy session with you to create a customised implementation plan? We will then work with you to execute your plan.

And download our free report “The 7 Reasons Why Business Advisory isn’t Working” here.

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