Library
Reference shelves: searchable, no sequence, dip in anywhere. Every document reads in the page with a PDF download beneath.
Core Library
ClarityThe core reference shelf every Clarity member gets: the numbers, the language, the first conversations.
Get Started
The CLEAR Advisory Map
The five-stage map every Clarity engagement runs on: Current, Leaderboard, Endgame, Actions, Review.
Read → PlaybookThe First Advisory Sale
For your very first advisory sale: mindset, meeting flow, objections and what to do after yes.
Read → One-pagerThe 7 Key Numbers Snapshot
A single page you can print, pin to the wall or hand to a client at the next review.
Read →eXperience
The Clarity Meeting Cheat Sheet
The four-stage meeting at a glance, with timings, the question bank and the debrief table.
Read → PlaybookThe 7 Key Numbers Playbook
The seven numbers every owner-managed business should watch, in the order they appear on the Clarity panel.
Read → PlaybookThe 7 Reasons Playbook
The seven patterns behind the drift, written for accounting firms, with what to look for in each one.
Read →Transform
The Year 2 Renewal Cheat Sheet
How to keep clients engaged, paying, and growing after the first year.
Read → PlaybookHow to Create Systems
Systemization within an accounting firm is the cornerstone of operational excellence. Here are six simple steps to create systems for your firm.
Read →General
Client Grading Matrix
A strategic approach to client management.
Read → ResourceExtra Work Order (EWO) guide and template
Eliminate Scope Creep and stop giving away your services.
Read → ResourceThe Clarity Time Tracker App
This app is a free resource of The Clarity Time Machine.
Read → ManualThe Clarity Time Machine
This guide shows you how to 'create' time, get control and focus on what's important.
Read → Field guideAfter Action Reviews
After action reviews (AARs) are one of the greatest ways to improve performance and learning, increase intellectual capital and share knowledge within an accounting firm.
Read →