Trust | Share | Discover A BETTER WAY TO FIND AND ENGAGE YOUR IDEAL CLIENTS TM trust | share | discoverTM a simple process to ensure that you take on the right clients system notes for your team Why To ensure that all leads and prospects of the firm are treated in a consistent manner, that we manage our pipeline effecAvely, don’t waste unnecessary Ame and only take on new clients that meet our client selecAon criteria. Process All leads and prospects (from wherever they arise - phone/drop-in/event) are to be funnelled through a very simple five step process - preferably using PipeDrive (or similar). If the prospect is reluctant to follow the process, we should be concerned whether they are the right client for us and if we want to proceed. We should explain that we are a very different type of accounAng firm and that we do things differently. We only work for clients for whom we can create significant value. And to determine that, we have a valuable process that will save us both Ame. We can happily share the trust | share | discover brochure (see brochure secAon) with the prospect. Obviously, Ame/diary permiOng, stage 2 could be completed at an event or on the phone when the prospect rings up. Ideally, though, we want to give Ame between each stage - to see how commiPed the prospect is, get them to do “homework’ and see whether we are just on a long list/beauty parade. Step 1 arrange an iniAal 20/30 minute phone/zoom/skype call between the prospect and an appropriate senior member of the team (eg partner/manager). The purpose of that call is to determine why the client is looking to move or become a client of ours, where the lead came from, what they are looking for in an accountant, to posi:on our firm, explain the types of services we provide and obtain informa:on from the client (accounts, budgets, business plan etc) so that we may undertake preliminary work in advance of any first mee:ng - (see detailed system notes). If the prospect rings or drops in - the recepAonist, or whoever is dealing with the prospect, should arrange the iniAal call aUer a few days (say 1-3) with the appropriate team member. If the prospect insists on a meeAng straight away, you can say “At XyZ we are a very different firm of accountants. The way we operate with prospec:ve new clients is also very different. We work with our clients to help them; grow, increase profits, reduce tax bills and plan for exit. clarity. We want to make sure that before we act, we can add significant value to your business. AB Partner therefore always likes to speak with you first to explain to you how we do business, get a feel for what you are looking for from an accountant and make sure that we can deliver. Then, if you are happy to meet us aJer that, we also like to prior to the mee:ng: review your last set of financial statements and compare against industry trends and norms review your structure from a tax perspec:ve; and run your numbers through our diagnos:c healthcheck to see the strength of your company’s vital signs and its profit improvement poten:al. So that we can get a head start on that – would you like to send me through a set of your last full financial statements now? And, if you have them management accounts and any budgets/cashflow are really helpful too. Or would you prefer to speak with AB Partner first?” If they don’t have management accounts/budgets say “Don’t worry they’re not vital for our review and many business don’t have them. We oJen help put these into place.” The person making the iniAal call appointment should follow up with an email, confirming the date and Ame and whether it is a zoom/skype or telephone call. That email should contain a simple introducAon to the firm, brochures, tesAmonials etc - (see example email). The telephone appointment should be reconfirmed the day before - (see example email). Step 2 manager/partner to have the iniAal call with the prospect and make a judgement call whether to proceed to step 3 or politely recommend that they speak to another accountant. Request relevant informaAon in advance of any formal meeAng. Refer to the detailed system notes. Step 3 analyse the informaAon provided by the prospect. For an exisAng business we should have the last full set of financial statements (including detailed profit and loss account) together with recent management accounts or budgets/projecAons (if available). For a startup, we should have a budget/projecAon or business plan (if not, an ideal first point of discussion). We should look at the last detailed profit and loss and see what the accounAng fees are. Is there likely to be any fee resistance? Will our fees likely be higher? What approach will be needed in the iniAal meeAng to discuss any increase? Are our fees lower and do we need to include more value added services in the iniAal bundle? clarity. We should look at the remuneraAon/dividend policy and any other tax points to note, including structure, R&D/innovaAon reliefs, structure, pensions, capital allowance etc Look at the financial statements and note anything odd to discuss. Review budgets/ projecAons for anything out of the ordinary. Are they stretching or is the budget too easy? How do the results compare to similar clients/industry trends? Put the client data on Clarity. See what the 7 Key Numbers are saying. Go to the future screen. Move all parameter by 5% (or more individually or in total if appropriate). Note the profit and cash improvement potenAal. Create a very basic acAon plan if appropriate (unlikely to add value at this stage). Perform a company search and review the status, filings, officers, credit worthiness/ raAng etc This also gives us another opportunity to discuss the accounts, results, how they are presented and how it can affect credit scores. Review website and major social media channels - take some screen prints (to make it clear to the prospect in meeAng that you’re interested and have done your homework). Any other relevant significant regulatory/legal/environmental/industry points to discuss with client at meeAng? Step 4 if we would like to act for the prospect, send our iniAal findings and request/ suggest a meeAng - see example email. When agreed send a confirmaAon email with agenda - see example email. If we are unable to add value, send an email with some suggested accountants or preferably telephone to suggest that the relaAonship is not right at the present Ame. Step 5 hold the discovery meeAng with the prospect. See detailed system notes and agenda. clarity. Step 1 - email1 confirma?on of phone/zoom call Subject: Telephone call with AB Partner to discuss your accounAng needs I am delighted to confirm your telephone/zoom/skype call with AB Partner on Tuesday 10 September 2020 at 10.40am. I aPach our eBrochure, guide on the 7 Biggest Mistakes in Choosing an Accountant and our eBook 57 Ways to Grow your Business. As you probably realise, we are very different from many accountants and work closely and in partnership with our entrepreneurial clients to change their lives by helping them grow, increase profits, reduce tax bills and by working with them on a regular basis help them achieve their business objecAves and personal goals. We offer a number of different tailored packages to suit an individual business and its needs. All are on a fixed fee basis, agreed up front and payable monthly. We only work with those clients for whom we can add significant value. I also enclose our Trust Share Discover process for more detailed informaAon. AB Partner is really look forward to speaking with you on 10 September. If you have any queries, please do not hesitate to contact me Kind regards Jack Step 1 - email2 re-confirma?on of phone/zoom call Subject: Telephone call with AB Partner to discuss your accounAng needs I am just emailing to see if you are sAll available for your telephone/zoom/skype call with AB Partner tomorrow at 10:40am? If for whatever reason you are unable to make that Ame, please let me know and I will happily rearrange. AB Partner is really looking forward to talking with you tomorrow. Kind regards Jack clarity. Step 2 system notes for initial call/skype/zoom ADendees Partner/manager and main client contacts Purpose of the call Understand the moAvaAon for looking to move accountant and/or understand why they have chosen us as their prospecAve accountant Find out where they heard about us Start to understand their business, its issues and their concerns What services they currently get from their accountant and what are they not geOng Are there any issues with the current relaAonship ie what do they do right and what have they done wrong IdenAfy the types of services the prospect is looking for PosiAon our firm and the types of clients and explain the work that typically we do with similar clients and what we believe we may be able to do to help Highlight the fact that we don’t just do compliance (ie accounts and tax returns) but work closely and in partnership with our clients to help them grow, increase profits, reduce tax bills, achieve their goals and plan for exit if appropriate. Explain that we only work for clients for whom we can create significant value - we want to be a profit and not a cost centre So that we can understand the value we create, ask for last set of FULL financial statements (including detailed profit and loss) together with any recent management accounts and any budgets/projecAons (or business plan for a startup). Don’t worry if they don’t have everything - we can help them and a great starAng discussion point. Process for the call/zoom/skype 1. Introduce yourself briefly and what you do at the firm 2. Ask the following quesAons (in a conversaAon style):- So how did you hear about us? Tell me a liPle bit about your business and what you are looking to achieve? What services do you get from you current accountant? Is there anything that they don’t provide you with? Services you feel you need? What do they get right? Why are you looking to move? ie what do they get wrong? If money were no object what services would you like to get from an accountant? clarity. 3. Explain the ethos of our firm, the types of clients we typically work with, the services we generally provide and the results that we have been geOng with our (best) clients. 4. Ask them does this sound like the types of services and results that they are looking for? 5. Highlight the fact that we don’t just do compliance (ie accounts and tax returns) but work closely and in partnership with our clients to help them grow, increase profits, reduce tax bills, achieve their goals and plan for exit if appropriate. Explain that we only work for clients for whom we can create significant value - we want to be a profit and not a cost centre. 6. Tell them that in order to establish that and to make the first meeAng far more valuable, we need to crunch their numbers, to see what’s possible and look at their tax posiAon and structure. Ask them for the last set of FULL financial statements (including detailed profit and loss) together with any recent management accounts and any budgets/projecAons (or business plan for a startup). Don’t worry if they don’t have everything - we can certainly help them and its makes for a a great starAng discussion point at the first meeAng. 7. Tell them that you will get back to them asap once they send through the informaAon . 8. If necessary follow up with the call with an email and con:nue to chase un:l they say no. 9. Once you receive the requested informaAon - go to Step 3 (above). NOTE Remember that most business fail to convert prospects because of a lack of follow up. It takes longer and more Ames than you think. Use PipeDrive to enable Amely follow up. Keep chasing unAl the prospect says “no” and confirm whether that no is a “no, not yet” or “no, I will never be interested”. Use text like “I”m sorry to keep chasing, but I just wanted to follow up on …….” , “I’m sorry if you think I am hassling you, I just didn’t want this to slip through” , “I know that you are busy, but it’s important that..”, “Is there anything I can do to help move this on?” If you don’t get an answer, move the prospect to a “warm” pipeline list and conAnue to provide valuable content. clarity. Step 2 - email1 confirma?on of info required Good aUernoon Ray It was really great to chat just now. [For your informaAon I aPach our eBrochure, the 7 Biggest Mistakes in Choosing an Accountant and our eBook 57 Ways to Grow your Business.] As discussed, we are very different from many accountants and work closely and in partnership with our entrepreneurial clients to change their lives by helping them grow, increase profits, reduce tax bills and by working with them on a regular basis help them achieve their business objecAves and personal goals. We offer a number of different tailored packages to suit an individual business and its needs. All are on a fixed fee basis, agreed up front and payable monthly. [Just a taster of some of the services we offer beyond purely accounts and tax returns: Strategic planning – analysing where you are now, idenAfying where you want to be and conversion into key and achievable strategic objecAves and financial plans Business Model analysis and innovaAon – working out how to create and deliver value to your target market IdenAfying Key Performance Indicators (KPIs) and helping you install systems to measure and monitor the numbers that really maPer Business planning, budgeAng and cash flow management PreparaAon of management accounts, explanaAon of the numbers and comparisons to budgets One-Page Plans – a summary of KPIs to share with management team Financial performance reviews, compeAtor and sensiAvity analysis – working out the profit improvement potenAal inherent within the company Boardview – helping run structured board meeAngs at appropriate intervals Customer advisory boards – finding out what your customers really think and what they are looking for] We only work with those clients for whom we can add significant value. If you would like to see what difference we can make to your business, please send me thorough a set of the most recent annual financial statements together with any management accounts and/or budgets/projecAons, if available. We will look at the structure from a tax perspecAve, benchmark you against your compeAtors and run your numbers through our sensiAvity analysis soUware to determine the profit improvement potenAal. We can then discuss with you what we can do to add value. I look forward to hearing from you soon. Best wishes clarity. Step 4 - email1 summary results and geKng a mee?ng in the diary Good evening Warren Thank you so much for the informaAon you sent through. We now have had a really good look at your numbers. [We benchmarked you against xxx of your compeAtors or those in a similar industry. Looking at that data from six different angles (and taking away the highest and lowest figures) gave us an average net profit improvement potenAal of £xx,xxx.] We then ran your numbers through our sensiAvity analysis soUware – which allows us to see the financial effect of almost every business decision you take before you make it. Assuming you can make just a 5% improvement in revenue growth (pricing, average transacAon value, transacAon frequency), cost efficiencies, producAvity and cash management, your profit and cash improvement potenAal is approximately £xx,xxx & £xx,xxx respecAvely per annum. Clearly, those number have the potenAal to increase significantly with further % increases and in line with the above. [Based on your predicted turnover and previous year’s accounts, your profits for the year ended 31 December 2020 are looking to be in excess of £190k, which in really simple terms (with no access to tax data and capital allowances info) will lead to a corporaAon tax bill of circa £38,000. We would wish to work closely with you to ensure that you don’t pay a penny more in tax than you need to and believe that we can significantly reduce that tax bill with our pre year-end meeAng system.] Just to reiterate, we are very different from many accountants and work closely and in partnership with our entrepreneurial clients to change their lives by helping them grow, increase profits, reduce tax bills and plan for exit. In addiAon to the tradiAonal accounAng services, we also offer strategic planning sessions, business model analysis and innovaAon, profit improvement reviews, tax strategy and structure analysis, M&A etc We spend a significant amount of Ame and energy on our clients. Therefore, we only work with those who are commiPed, for whom we can create significant value, who recognise the contribuAon we make and are willing to share a fair proporAon of the value we create. clarity. We are a profit centre for our clients and offer a 100% money back guarantee on the majority of our services. We work on a fixed fee basis and have a range of packages to suit different type of businesses and the kinds of services they require. AB Other and I would really need to meet with you to see if we are the right fit and to determine the level of service you require to create the maximum value for your business. Please let me know if you would like to come and see us and when might suit you best. I really look forward to hearing from you. Best wishes Step 4 - email2 confirma?on of mee?ng I am delighted to confirm our meeAng on Tuesday 10 September 2020 at 10.40am. Please find enclosed a draU agenda. Do let me know if there is anything missing. I really look forward to seeing you. Best wishes clarity. system notes for discovery meeting/zoom with prospect ADendees Partner/manager/senior and main client contacts Purpose of the mee?ng To confirm whether or not we want to act for the client Show that we have done our research about this prospect in advance. Wave website/ social media/companies house etc print outs - but don’t go through at this stage as it would distract from the purpose of the meeAng. Of course, we will highlight any significant issues they may have being idenAfied during the meeAng when relevant. Don’t solve or suggest soluAons during the meeAng - this will be the first work we will need to undertake. Understand their business, why they got started, what’s driving them, where they see it going, what formal strategy/plans (if any) are in place, what are their key challenges and what would they change if they had a magic wand. Find out their moAvaAon for looking to move accountant. Confirm what services they currently get from their accountant and what are they not geOng. Are there any issues with the current relaAonship ie what do they do right and what have they done wrong IdenAfy the types of services the prospect may be looking for If not already done, posiAon our firm and explain the types of clients and the work that typically we do with similar clients Show them what we can do for them by explaining any significant issues idenAfied and go through the Clarity 7 Key Numbers (now/future, and brief suggesAons - that you’ve already prepped - this is not a full Clarity 7 Numbers session - juts showing them what you will do) and what we believe we may be able to do to help to make quick wins ie budgets/forecasts/management reporAng/bookkeeping/tax restructure/remuneraAon planning/bePer presentaAon of balance sheet/etc Confirm that we’ve discussed everything important to the prospect Suggest logical next steps based on our preliminary work and findings of the meeAng Take the prospect through our pricing system and agree a package or suggested packages before they leave Simplified client agenda to be sent out to client 48hrs in advance of the mee?ng for approval/addi?ons and make sure to include an end ?me! clarity. agenda - for team use for discovery mee?ng with AN Other of XYZ Limited Tuesday 15 September 2020 at 12:00 1 - Understanding you and your future plans How did you get started and what is the Ameline What’s driving you? What’s your purpose? Why do you get out of bed? Where are you going? What are your plans, dreams, hopes? Do you have a formal strategy? What are your key frustraAons? What keeps you up at night? If you could change 3 things in your business what would they be? 2 - Understanding the rela?onship with your current accountant What do they do for you? What do they do well? What do they do badly? What don’t they do for you? So what are you looking for an accountant to do for you? 3 - What XyZ Accountants can do for you Highlight any issues we may have idenAfied during the course of our review (ie tax, remuneraAon strategy, accounAng, presentaAon of accounts, credit scoring). Go through the 7 Key numbers quickly (now & future) and discuss some broad potenAal acAons (from the pro forma suggesAons - nothing specific at this stage). Tell them that as a client you will go through this in detail. Recap and summarise their 3 key frustraAons/issues with business/ current accountant and the 3 key things we can do for them. 4 - Have we covered everything and next steps Go through the most logical next steps from 3 above ….. Ask - Have we covered everything you wanted to discuss? Pricing – preferably go through our pricing system and agree with prospect a recommended package there and then. Alterna(vely, if you need help and/or to think about this - suggest that you will put together the best package for them and email through - note this is not the ideal op(on! End ?me 1:30pm (important to include - so that everyone knows and you don’t run over for your next meeAng) your logo here Supplementary questions for prospect mee?ng (if required) Ques?ons about accountants What is really important to you in using an accountant? What do you expect from us? If money were no object, you had a magic wand and you could have absolutely anything you wanted from an accountant, what would be on your wish list? How important is it to you that we guarantee your complete saAsfacAon – and back that up with the promise that you can pay whatever you feel is appropriate if we fall short of your expectaAons? How important is it that we reply quickly to your quesAons? What do you consider to be “quick”? If we came to your strategic management meeAngs as a resource you can use in any way you want, would that be of value to you? What is it that you like about working with your current accountants? What is it that you are unhappy about with your exisAng accountant? And is there anything you would like that they are not doing for you? What do you expect from an accountant? Before you started using an accountant, what did you hope and expect they would do for you? And how well have the accountants you’ve used in the past matched up to those expectaAons? When did you last see your accountant? Should your accountant be a cost or an investment? Which is your current accountant? Ques?ons about your business What is it that makes you most proud of your business? What makes running your business difficult? What concerns do you have? If you had a free hand to make any improvement, what would it be and why? If there is one thing prevenAng you from meeAng your growth plans what is it? If money were no object, you had a magic wand and you could have absolutely anything you wanted in business, what would it be? What are the three biggest challenges facing your business? What is it about your business that keeps you awake at night? How would you like us to help you with those challenges and problems? Where do you want the business to be in 5-10 years? And what plans have you got for geOng there? How are you going to pay for those plans? §What’s the best way we can learn about your business so that we can be proacAve in helping you become even more successful? How is business? What is your exit strategy? And what plans do you have for making the business worth the amount you want it to be when you leave? How well are you doing compared to your compeAtors? Compared to your expectaAons? Ques?ons about you What do you personally want to achieve? What are your goals? What legacy do you want to leave? Do you have a detailed plan for achieving all of that? And are you on track? Is what you’re currently doing moving you closer to or further away from your goals? Are you happy with the size of your tax bills, or would you rather they were lower? Other ques?ons What’s the best that can happen if you take the next step with us? What’s the worst? What’s the most likely? Can you live with the worst? And are the best and most likely worth having? Is there anything else you’d like help with, but haven’t menAoned because you don’t think we can help you with it? your logo here agenda - for client use for mee?ng with AN Other of XYZ Limited Tuesday 15 September 2020 at 12:00 1 - Understanding you and your future plans 2 - Understanding the rela?onship with your current accountant 3 - What XyZ Accountants can do for you 4 - Have we covered everything and next steps End Ame 1:30pm your logo here example brochure TRUST . SHARE . DISCOVER our unique approach to determine whether we’re the right accountant for you your logo here who we are - (for example) XyZ Accountants is a mulA-award winning firm of accountants that believes in striving for excellence by thinking differently, challenging the status quo and changing lives. We work with some of the country's top entrepreneurs and owner-managed businesses and change their lives by helping them grow, increase profits, reduce tax bills and plan for exit. We change the lives of our team by challenging each and every one of us to excel in everything we do. And we change the lives of those less fortunate; locally through our associaAon with various chariAes and around the world through our partnership with the global giving iniAaAve Buy1Give1. We are passionate about business and love helping entrepreneurs make more money and ulAmately achieve their goals. We typically work with owner-managed businesses with turnovers of between £1m and £10m*. OUen they have hit a wall. Either they are not earning the profits they deserve or are paying too much tax. They may be growing too fast and suffering from the age-old cash flow issue or perhaps the business has stalled and the owners don't know how to scale past the tradiAonal barrier points. There is a proven process that has worked for hundreds of firms and it has at its core, three simple steps. *We also work with high-growth start-ups, those under £1m with big plans and those over £10m (where they may need a Big4 firm to sign their audit report but con(nue to use us as their trusted advisers). trust - (for example) We’re qualified, regulated, members of the InsAtute of Chartered Accountants in England & Wales. Accountants are one of the most trusted professions in the UK. Trust is at the heart of our relaAonships with our clients and it must work both ways. But trust has to be earned. That’s why it’s important for us that we start to develop trust from the very start of our relaAonship with you. When you are ready, we will schedule a telephone, Skype or Zoom call with one of the partners of the firm. During that call we will idenAfy the types of services you are looking for, what you are geOng and not geOng from your current accountant, start to understand your business, its issues and your concerns. We will explain the work that typically we do with similar clients and what we believe we may be able to do to help. If you are just looking for an accountant that will only prepare your annual accounts and tax returns, then it’s unlikely we will be right for you. However, if you are looking for one that will meet you regularly to truly understand you, your business and its needs, work with you to develop your business and financial model, help you develop a management control plan to grow and increase your profits, reduce your tax bills and help you maximise your and your family’s wealth - then we may be right for each other! share - (for example) We only work with businesses for whom we can create significant value. We’re looking for a long term partnership with you, one where we are a profit centre and not just a cost. So it’s important that we get enough informaAon from you to be able to determine what we can do to add value. At the end of the call, if you trust us enough, and we you, we will ask you to share with us your most recent full financial statements together with any recent management accounts and budgets/ projecAons (if you have them). We will use that data to undertake a detailed diagnosAc review of your business, to see how you are performing, where you could improve and determine the profit and cash improvement inherent within your business. We will also benchmark your data against industry and business norms and look at the structure of the business from a tax perspecAve and all the potenAal tax saving angles - holisAcally, with both you business and personal tax in mind. Discover - (for example) Once we’ve done the hard work on the numbers and looked at the various tax angles, we will come up with some parAcular strategies and ideas that we think will work for you. We will arrange a meeAng, talk through those together in detail and you have then got some pragmaAc recommendaAons. We will also discuss with you what we can conAnue to do to add value to your business. This meeAng and everything up to this stage is completely free and without obligaAon. If, aUer that, you would like to discuss working with us, we will go through how we could work together, how we operate, our menu of services and associated fees. We operate a strict no surprise fee policy. The vast majority of our services have fixed fees. For those that do not, we will always agree fees and scope with you in advance of doing the work. We believe that every client is an individual and therefore create bespoke packages that meet their specific needs. Fees are paid by monthly direct debit (or, in the case of transacAonal work - agreed stage payments, also by direct debit). To get the conversaAon started we do have bundles of services that our clients frequently request. the types of services we offer Just a taster of some of the services we offer beyond purely accounts and tax returns: Strategic planning – analysing where you are now, idenAfying where you want to be and conversion into key and achievable strategic objecAves and financial plans Business Model analysis and innovaAon – working out how to create and deliver value to your target market IdenAfying Key Performance Indicators (KPIs) and helping you install systems to measure and monitor the numbers that really maPer Business planning, budgeAng and cash flow management Chief Financial Officer (CFO) support PreparaAon of management accounts, explanaAon of the numbers and comparisons to budgets One-Page Plans – a summary of KPIs to share with your management team Financial performance reviews, compeAtor and sensiAvity analysis – working out the profit improvement potenAal inherent within the company Business coaching and mentoring Entrepreneurship educaAon programme - helping you build a business that works! Boardview – helping run structured board meeAngs at appropriate intervals Customer advisory boards – finding out what your customers really think and what they are looking for contact us We’re an SME that specialises in SMEs - we understand your needs and believe that you deserve to be served by experts who can guide you painlessly through the maze of business opportuniAes and pi}alls. We will show you how to succeed - not just how to do your accounts. We don’t believe in theoreAcal advice - we will give you pracAcal help and advice based on over 75 years of management experience at the very highest levels in and for businesses of all sizes. If you want to get the most out of your business, you need to talk to us today! What our clients say about us your tesAmonials here end of brochure— Compliance is not dead. However, studies show that firms who introduce a repeatable business advisory service triple their profits. Traditional business advisory In the past, traditional business advisory hasn't properly leveraged the right combination of people, processes and technology. It has been heavily reliant on partners or managers to deliver, there isn’t enough time, it's difficult to scale, and only the top 10/20% of clients can typically afford it. Repeatable business advisory Clarity® is the complete business advisory platform that can help you introduce and create a profitable, repeatable and scalable business advisory service for your firm. We help progressive accountants market, sell, price and deliver re-imagined business advisory services at scale. From 90 minutes per week Starting from just 90 mins a week for the first three months, our simple step-by-step implementation plan, coupled with our education systems and member success team, will ensure you generate $37k/£30k/AU$60 GRF, or your money back. Thereafter, we help you build a well-respected and successful transformational accounting firm that earns three times your existing profit with a happier team and clients. Clients love it and ‘get’ it Our multi-award winning solution creates significant value for your small business clients, at a price they’d love to pay. Contact us Why not book a discovery call with one of the team to see what a difference Clarity could make to your firm? www.clarity-hq.com