Business planning is critical for success.
Yet surveys show that fewer that 5% of small business owners have even a very basic financial plan. When asked, accountants often give the following responses: “clients don’t ‘get it’”, “clients don’t understand the value”, “clients don’t want to pay for it”, or, as a firm, “we don’t have the resources, structure or time”, or “we’re totally overwhelmed by compliance work”. 5D Planning sets out to solve these challenges.
Clarity CEO, Aynsley Damery, said, “Our next-generation business planning is like nothing accountants have seen before. It’s delivered in a way that’s both beautifully elegant and simple. Simple enough that more of their team members can get involved in delivering business advisory services. Elegant enough that their clients finally ‘get it’ and understand how they can add value! Combine that level of planning with the ability to see whether your clients are on or off-track AND more importantly the reasons why. You’ve now got a complete end-to-end system that will create a significant impact for not only your clients, but your firm too.”