5 ways to generate Quick Wins for your Firm using Clarity

5 ways to generate quick wins using Clarity

1. Prospecting

Using Clarity to gain new clients.

“By working with us, this is what we can help you achieve”.
“On average our clients grow by x% when they work with us”.
“This is what this looks like for you”.

Integrate their numbers through Xero, QBO or Sage (or manual entry) and show them their numbers in a way they’ve never seen before. Simple and understandable. Show them the journey you can take them on and your interest in their business and personal objectives.


2. All clients on Clarity

See your entire client portfolio on one screen. Clarity doesn’t charge per client, so make the most of Portfolio View by seeing them all on one screen.
Slice and dice your client base, sort by revenue, core cash gap and move the levers to see which businesses have the most profit/cash potential.
To read more about the benefits of Clarity’s Portfolio View read this blog.


3. Segment, benchmark and triage your clients

Many accounting firms don’t use a CRM system. Even more aren’t able to pull off a breakdown of their clients figures by revenue (or the other key numbers).
Being able to look at your client base from lots of different angles gives you the opportunity to be much more proactive with the advice and support you are giving.
A great place to start in this environment is to triage your clients. Using the firm data tags in Clarity’s Portfolio View and glancing at the 7 key numbers, note down which clients are Critical, Serious, Stable and Growing. You can then adjust the urgency and tone of your communication with them.

Do you have a niche or specialism within your firm? You can benchmark your clients in the same industry and use this information to tailor your advice and focus of your conversations.


4. Simple, hi-impact, visual report

You can send out a profit and cash potential report directly from Clarity. Tell your clients you’ve been thinking about them and crunching their numbers. Show them that with some focus, actions and a layer of accountability, what can be achieved within their business.
This simple report is a great way of engaging your clients and encouraging them to book in a meeting with you. Your opportunity to get to the bottom of what each business owner wants to achieve and putting a plan together to make that a possibility.


5. Funding by Clarity

Within Clarity, it’s never been easier to identify who needs funding conversations. Using the Portfolio View, you can sort by who in your client base has the biggest ‘cash gap’. These will be your most critical clients to speak with first. Of course, it may not be critical.
But you won’t necessarily know until you reach out. The answer might be to do a cash flow forecast or bring in credit control to recall outstanding debtors. Or the answer might be that they need to apply for additional funding. Either way, you have quickly identified who in your client base needs to be speaking with you and now.

So, those were the 5 ways of generating quick wins using Clarity. Take action today and grow your firm’s profitable revenue with Clarity.

Bonus: Financial Plan at the click of a button

See how you can make a financial plan for your clients quicker than it takes to make a cup of tea



Clarity HQ

The Clarity platform is empowering all of your team to deliver business advisory to all of your clients through our out-of-the-box solution. We provide accountants with the tools to scale advisory, that is appropriate for both the client and the fee involved. So, by making business simple, Clarity offers a conversation starter that empowers all members of your team to introduce advisory to 100% of their client base.

Finally, if you would like to speak to a member of the team, contact us on [email protected] for more information.


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

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