How Does Clarity Work?

How does the platform work? Here you learn about the structure and processes that leverage technology to grow your revenue more profitably and give all of your clients the value they want and need.

The platform is just one element of the Clarity suite, which also includes education and consulting.

Where are your clients now?

Identify where your clients are now with the 7 Key Numbers they need to know, to understand how their business is performing.

Where are your clients now?
Where are your clients now?

Where could / should they get to?

Collaboratively use the 5 Levers of Success with your clients, to show what’s possible for the business and the inherent improvements to profitability and cash flow.

business advisory platform for accountants
business advisory platform for accountants

Understanding the shifts required

Perform sensitivity analysis on the 5 Levers of Success to identify the shifts required and where the business should focus in order to fulfil its potential.

business advisory platform for accountants
business advisory platform for accountants

Create a Plan

Work with your clients and our systems to create action, growth and funding plans – with clear steps and defined timelines to help your clients achieve their goals.

business advisory platform for accountants
business advisory platform for accountants

Measure/monitor results v plan

Leverage the power of technology, together with our processes, to measure and monitor your clients’ actual results against their plan and hold them accountable for success.

business advisory platform for accountants
business advisory platform for accountants

Integrate your client's accounting data

Seamlessly link to your clients’ accounting data in Xero, QuickBooks or Sage.

Alternatively you can enter the data manually if your clients don’t use any of these.

  • Xero
  • Intuit Quickbooks
  • Sage Accounting

Clarity's Key Features

Take your clients on the full advisory journey and build the accounting firm you’ve always dreamed of with these key features.

  1. 1 Portfolio View
  2. 2 Action Planning
  3. 3 Financial Planning
  4. 4 Financial Performance Review
  5. 5 Agenda Creator
  6. 6 Services Maps
  7. 7 Pricing Module
  8. 8 Task Management
  9. 9 Pipeline and Workflow Management

Engage your clients

Our new approach to delivering business advisory services to your clients is based on a more passionate and personable way of practicing accountancy. We empower you to tell better stories with numbers; helping small business owners understand the impact of their numbers and how to make them better. And you will be able to show entrepreneurs, not only what’s possible for their business, but how to make it happen!

Let your clients know you’ve been thinking of them and crunching their numbers. Email a 7 Key Numbers report to your clients directly through the Clarity platform.

Alternatively, record a short video showing them the profit and cash potential within their business using our systems.

Discover how Clarity workshops can help you engage your clients

Some of the ways we help you engage with clients:

Create a clear strategy and plan

Create an action plan, growth plan and funding plan quickly and efficiently with suggested tasks to prompt your team to help clients achieve their goals.

Action & Strategic Plans

Break down their bigger goals and agree clear actions with your clients on how they will achieve growth in their business. Assign who is responsible for the task and set a deadline. Most importantly, hold your client accountable to complete their actions. Accountability is the secret sauce of success!

Financial Plan

After setting your client’s ideal goals and actions, you can create a 12 month 3D forecast at the touch of a button, based on the agreed objectives. Measure and monitor your clients’ actual results against their plan. Understand the activities that are generating results and when plans need amending.

Funding Plan

By working with your clients to build Strategic, Action and/or Financial Plans within Clarity will allow you to understand how any future plans may affect their cash position. Hence the need for funding. Find the most suitable funding options to support their growth plans or other funding requirements with Funded by Clarity.


Clarity's Portfolio View

Powerful insights for your entire client base, all on one screen. Sort clients to segment them, filter clients to benchmark and improve clients’ numbers all at once.

  • Benchmark your clients by size, industry, year-end, location

  • Identify profit potential of each by moving the key levers of success bar

  • All your clients in one screen

  • See all your clients’ 7 key numbers at a glance

  • Segment and grade your client base

  • Review manager portfolios – identify need for redistributing work

  • Identify topics for conversation starters e.g. Core cash gap


Gain access to world class training modules to help scale your advisory services for you and your team. Learn and access systems, processes, template emails, models, agendas and checklists to build your ideal firm and deliver success to your clients.

Find out more member success and our resources


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

Use our Calculator

Book a call

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.

Book a Call

View pricing

There is a package to suit every size of accounting firm. From start-up to global giant, there’s something for you.

View all our pricing schemes

What our members say...

View more via...

Xero Intuit Quickbooks Sage Accounting

View more via...

  • Xero
  • Intuit Quickbooks
  • Sage Accounting

Popular insights from clarity

Enter your details to download The 7 Reasons Why 'Business Advisory' Isn't Working report

Please note that our website uses cookies. To learn more about our cookies, how we use them and their benefits, please read our Privacy Policy.