Clarity •
Clarity •
Defined By You
We believe that every business owner deserves to have access to the very best information about their business. We understand that Clarity means something different to everyone.
It’s our mission to understand what does Clarity mean for you and to ensure we deliver it.
What does Financial Clarity look like?
Tax Clarity • knowing where you stand when it comes to tax • clear view of future liabilities • proactive tax forecasting • mid-year reviews • opimising profit extraction
Clarity Calls • dedicated client adviser at the end of the phone • regular calls • monthly or quarterly reviews of your numbers • real-time problem solving • your sounding board for decision making • proactive tax and business advice
Clarity Reports • Monthly or Quarterly management accounts • bespoke reports for your business • cash flow visibility • performance tracking • profitability tracking • budget and forecasting • trend analysis • KPI monitoring
We customise the service to match your needs, deliver consistent, measurable results and we adapt as your business evolves, ensuring that your business has absolute clarity over the numbers throughout your business journey. Check out our tax planning, clarity call and clarity report services.
Your Clarity Journey •
How we work
Discovery Phase
Understanding your definition of clarity is our starting point.
We identify your pain points.
Set clear objectives, with your short, medium and long-term goals in mind.
Align on expectations and responsibilities.
Know your preferred methods of communication – whether that’s email, call, face to face or WhatsApp.
Customising your package to your needs.
Month 1
Implementation
We’ll align on expectations and responsibilities.Â
Set up a schedule for communications – whether its for tax planning, our clarity calls or clarity reports.
Introduction to your dedicated client advisor and the rest of the team.
System Integrations – ensuring we have access to your cloud software & you’re fully onboarded with us.
Tailor our reports to your business’ needs.
Months 2-9
Ongoing Support
Access to real-time data – collect, process and sign off monthly/quarterly bookkeeping.
Provide a query and action plan sheet and work through answers with client.
Continuous optimisation and proactive advice.Â
Touch points with your dedicated client adviser.
Agreed clarity services delivered on time and in line with expectations.
Flexible adjustments as the business needs change.
Months 10-11
Pre Year-End
Tax planning ahead of your year end.
Identify opportunities to save tax.Â
Time to start on your plans for the year ahead, think about your new goals and we will prepare your budget for your Clarity Reports.
We’ll re-align on expectations and services.
You’ll receive a fee proposal for our continued and renewed services for the year ahead – our clients receive a loyalty discount on renewal.
Month 12
Year-End
Collect, process and sign off monthly/quarterly bookkeeping.
Agree start date for the year-end accounts for sign off within 4 months of year end, along with your tax return.
Summarise your year and give clarity on how to interpret your financial statements.
Match up your software – making sure your bookkeeping software agrees to the year-end accounts, explaining any adjustments.
