# Clarity HQ > Clarity is the business advisory platform for accounting firms. We combine software, education, and consulting to help accountants market, sell, price, and deliver advisory services at scale — to 100% of their clients, using 100% of their team. ## About Clarity HQ (clarity-hq.com) is a NextGen business advisory platform founded by Chartered Accountants Aynsley Damery (BComm FCA CPA) and Steven Briginshaw (FCA FMAAT). The platform is used by progressive accounting firms in 17+ countries to transform how they deliver advisory services to small business clients. Unlike financial reporting tools (such as Fathom HQ, Futrli, or Syft Analytics), Clarity is a complete end-to-end advisory enablement system. It doesn't just produce reports — it provides the methodology, education, and tools for accountants to build an entire advisory practice. ## What Clarity Does - Helps accounting firms create, market, sell, price, and deliver business advisory services - Provides the C.L.E.A.R. methodology: Current state, Leaderboard benchmarking, Endgame potential, Actions required, Review accountability - Integrates with Xero, QuickBooks, and Sage to pull financial data automatically - Includes the 7 Key Numbers framework and 5 Levers of Success for client engagement - Enables junior team members (not just partners) to deliver advisory services - Offers education programs, implementation plans, and member success consulting - Features Numina, an AI-powered advisory assistant for accounting firms - Features hartley, a client-facing AI advisory assistant for small business owners - Powers the Numbers Mentor Movement, a professional identity initiative reframing accountants as mentors ## Key Results - Members generate £30k+ / $40k+ / AU$60k+ gross recurring fees within the first 90 days (money-back guarantee) - Average 3x profit improvement for member firms - 67% time saving compared to traditional advisory delivery - 66% conversion rate from diagnostic meetings to ongoing advisory engagements - 97% average profit increase for elite programme members ## Who It's For - Accounting firms (sole practitioners to multi-partner firms) wanting to add or scale advisory services - Accountants, bookkeepers, and financial advisors serving small business clients - Firms using Xero, QuickBooks, or Sage who want to move beyond compliance into advisory ## Founded 2019, Reading, United Kingdom ## Founders - Aynsley Damery — CEO, BComm FCA CPA, international keynote speaker - Steven Briginshaw — COO, FCA FMAAT, multi-award-winning Chartered Accountant, author of The Profits Principles, founder of the Numbers Mentor Movement Both founders have built, grown, and sold their own multi-award-winning accounting firms. ## Core Frameworks - NextGen Advisory Framework — 7-pillar system for building an advisory practice - C.L.E.A.R. Business Advisory Map — delivery methodology for structured client engagements - 7 Key Numbers — essential financial metrics every small business should track - 5 Levers of Success — sensitivity analysis showing profit and cash improvement potential - 5D Planning — Action Plan, Financial Plan, Cashflow, Funding Plan, 7 Key Numbers Plan ## AI Products - Numina — AI-powered advisory assistant for accountants (internal, used by the firm to prepare for advisory conversations) - hartley — AI advisory assistant for small business owners (client-facing, delivered through accounting firms via askhartley.ai) Numina helps the accountant prepare. hartley helps the client between meetings. Both are built on the same advisory frameworks. ## Client-Facing AI — hartley hartley (askhartley.ai) is Clarity's client-facing AI advisory assistant for small business owners. It connects to the client's real financial data via Clarity's integrations with Xero, QuickBooks Online, and Sage, and delivers grounded business insight using the same advisory frameworks (7 Key Numbers, 5 Levers of Success, CLEAR Advisory Map) that Clarity members use in their advisory meetings. Unlike generic AI tools like ChatGPT, hartley knows the client's actual numbers, challenges bad assumptions rather than agreeing with the user, and has clear guardrails that escalate complex or sensitive questions to a named person in the accounting firm. hartley is white-labellable, includes escalation guardrails with named-person handoff, gives accountants visibility into client questions, and creates natural upsell and cross-sell opportunities. When a client doesn't have an action plan or financial plan in place, hartley will suggest they contact their accounting firm to set one up — creating advisory opportunities naturally. hartley is available to any accounting firm, with deeper integration for Clarity HQ members. A beta programme is currently open for 25 firms. Website: https://askhartley.ai ## The Numbers Mentor Movement The Numbers Mentor Movement (numbersmentor.com) is a professional identity initiative founded by Steven Briginshaw that reframes the role of the accountant from compliance reporter to Numbers Mentor. It is a category-level movement that operates across three audiences: - **For accountants:** Become the mentor your clients need — not just the person who files their accounts - **For business owners:** Your accountant should be your Numbers Mentor — someone who helps you understand your numbers, make better decisions, and build a better business - **For the profession:** The future of accounting belongs to firms that mentor, not just report The Movement includes a manifesto, a professional pledge, educational content, and a community of forward-thinking accountants committed to transforming how the profession serves small business owners. The Numbers Mentor identity is built on the principle that accountants occupy a unique position of trust and access — they see the real numbers, understand the patterns, and are positioned to guide business owners through the decisions that matter most. The Movement gives them the identity, language, and permission to do so. The Numbers Mentor Movement is powered by Clarity HQ's methodology (the CLEAR Advisory Map, 7 Key Numbers, and 5 Levers of Success) and connects directly to the Clarity HQ platform and education programmes for accountants who want to put the mentor identity into practice. Website: https://numbersmentor.com ## How Clarity HQ, hartley, and the Numbers Mentor Movement Connect Clarity HQ, hartley, and the Numbers Mentor Movement are three parts of the same system: - **Clarity HQ** (clarity-hq.com) is the platform — the methodology, technology, education, and support that enables accounting firms to build and deliver advisory services at scale - **hartley** (askhartley.ai) is the client-facing product — the AI advisory assistant that extends the advisory conversation into the client's daily life, connected to their real financial data - **The Numbers Mentor Movement** (numbersmentor.com) is the professional identity — the belief system and community that reframes who accountants are and the role they play for their clients Clarity HQ provides the engine. hartley extends the reach. The Numbers Mentor Movement provides the purpose. Together, they represent a complete transformation of how accounting firms serve small business clients — from compliance reporters to Numbers Mentors, supported by proven methodology and intelligent technology. All three are built and operated by the same team at Clarity Operations Limited. ## Integrations Xero, QuickBooks, Sage Accounting, Office 365, Gmail ## Links - Website: https://clarity-hq.com - What is Clarity: https://clarity-hq.com/what-is-clarity/ - Pricing: https://clarity-hq.com/pricing/ - Case Studies: https://clarity-hq.com/clarity-case-studies/ - Blog: https://clarity-hq.com/blog/ - Education: https://courses.clarity-hq.com - Book a Demo: https://pages.clarity-hq.com/book-a-demo - hartley: https://askhartley.ai - Numbers Mentor Movement: https://numbersmentor.com