advisor partner pricing

Our partner pricing has be set up in a way to scale with your firm as it grows, to provide you with the marketing, training and implementation that suits your goals and to easily to roll out the Clarity conversation to all of your business owner clients.

The advisor partner programmes cater to all types of firms;

whether you want to start having advisory conversations with your clients about growing and improving their business,

you have a small team but only the leaders of the firm currently deliver advice and you want 100% of your clients and team to benefit or

you have a large firm with an advisory department and want to create a sales funnel for them and free up some of their time for big ticket advice only.

The advisor partner programmes have been set up to give you the maximum benefit and a great return on investment regardless of your goals.

advisor partner pricing

Scalable licencing for accountants, bookkeepers, coaches and mentors.

All prices are in USD and are excluding any relevant sales tax.

Learn more about our advisor partner program here

basic partner plans

advisor partner programs

Monthly price. $195

Min. number of Starter clients. 24

Min. number of Essentials clients. 1

Discount for Essentials & Advanced clients. 0%

Additional Starter Licences*: $3

Online training & implementation

Technical support

Monthly price. $1,295

Min. number of Starter clients. 74

Min. number of Essentials clients. 26

Discount for Essentials & Advanced clients (already applied to price above). 15%

Additional Starter Licences*: $3

Online training & implementation

Advisory services systems support

Technical support

Monthly price. $4,086

Min. number of Starter clients. 99

Min. number of Essentials clients. 101

Discount for Essentials & Advanced clients (already applied to price above). 20%

Additional Starter Licences*: $3

Online training & implementation

Advisory services systems support

Advanced training & implementation

Technical support

Monthly price. $16,982

Min. number of Starter clients. 199

Min. number of Essentials clients. 501

Discount for Essentials & Advanced clients (already applied to price above). 30%

Additional Starter Licences*: $3

Online training & implementation

Advisory services systems support

Advanced training & implementation

Premium support and in-person training

Technical support

advisor partner programs

Partner level.

Monthly price

Minimum number of Starter clients.

Minimum number of Essentials clients.

Additional Starter Licences*:

Discount for Essentials & Advanced clients (already applied to price above).

Bronze

$195

24

1

0%

$3

Silver

$1,295

74

26

15%

$3

Gold

$4,086

99

101

20%

$3

Platinum

$16,982

199

501

30%

$3

Discount for Essentials & Advanced clients

0%

15%

20%

30%

Partner level.

Online training & implementation

Advisory services systems support

Advanced training & implementation

Premium support and in-person training

Bronze

Yes

-

Silver

Yes

-

Gold

Yes

-

Platinum

Yes

*From $4 per client per month plus the relevant sales tax. This is based on adding a block of 100 clients.

^Per client per month plus the relevant sales tax, this already includes the relevant discount.

"Details of what's included in our starter and essentials licences are at the bottom of the page.

partner get started

If you’re ready to get started, and don’t want to add clients adhoc, you can immediately join a level in the advisor partner program.

starter

Get Started

Key Numbers
Ideal Goals
Action Plan
Business University – Essentials
Document Verification
Data Control
Benchmarking
Business University – Advanced
Growth & Funding Plans
Access to Lenders & Investors

get started

essentials

Our Most Popular Plan

Key Numbers
Ideal Goals
Action Plan
Business University – Essentials
Document Verification
Data Control
Benchmarking
Business University – Advanced
Growth & Funding Plans
Access to Lenders & Investors

free trial

advanced

(Coming Soon)

Key Numbers
Ideal Goals
Action Plan
Business University – Essentials
Document Verification
Data Control
Benchmarking
Business University – Advanced
Growth & Funding Plans
Access to Lenders & Investors

free trial

what our members say

Clarity is set up very quickly and can easily be integrated into a clients' Xero ledger. We rolled it out to a small number of clients very quickly. Our staff have all been trained quickly as the system is extremely easy to use.

Joe David

Easy insight into the essential drivers of any business. It's a springboard for having important conversations with your clients that will help them grow or maintain their income.

Melanie Schroeder

This is hands down the easiest software ive ever had to implement. Within just two weeks, I had spoken to six clients and generated an additional £42K GRF, at no extra cost!

Graeme Tennick