Why the Business Improvement Report?

Business is tough. In fact, it’s really complex and not as easy to achieve success as everyone thinks. Business owners are working harder and longer for small returns. The last two years has taught us that it’s not getting any easier.

How do you show clients simply, visually and effectively the potential in their business? How do you show them how to improve and the effects of any improvements on their business, team and family?

Bridging the communications gap

Our brand new report engages clients on the things that really matter to them. And it also proactively shows them the value of working with you.

It is high impact, effortless to generate and will go a long way to help with converting advisory work into paying clients. More importantly it will entice more sophisticated clients into your portfolio.

What is the business improvement report?

If you are ready to take the next step with your clients then sending a business improvement report from Clarity is the way to go.

You may have just had a brilliant client meeting and want to lock them in and stave off buyers remorse. Or, you may want to give business owners (clients and prospects) a powerful reason to meet with you.

The simple report is the eye catcher, the entree if you will. It is fantastic for getting your client’s attention and a brilliant tool for booking a call. If your clients are hesitant or want that little bit more to get them locked in, we recommend the power of the business improvement report. It has more detail and insights insight (than the simple report), clearly shows the value and incentives business owners to take action with you.

How we recommend you use it

We recommend co-creating it with your client once you’ve got them in a meeting off the back of the simple report (and/or a Loom video).

The business improvement report is a brilliant tool for communicating the potential for additional profit and cash along with a potential valuation for your client’s business. It breaks down the client’s current position, business potential, as well as review of whether they are growing sustainably or growing broke (checking their business model works or whether they require funding).

From the clients perspective

It enables them to see why they should be working with you (the accountant). It demonstrates that the firm is proactive. The client would not ask for this report, you’ve simply taken the initiative to provide it. The potential charts show the improvement available across the 5 levers of success and how much your clients can earn.

Is the client’s business model scalable?

Are you growing profitably or growing broke? How much in cash is required to service your business? The report shows whether your client’s business model is working or not as well as whether your clients need funding. It’s a nice positioning piece for your clients.

It is incredibly flexible and can  be customised per client; including text, images and colour.

Clarity is providing you another weapon in your arsenal to service and satisfy your clients with the newly developed business improvement report.

Realising potential. The potential of your firm, your team and your clients.

We can’t wait to hear your successes!