The NextGen Business Advisory Blueprint

“We generated over £32,000 GRF within the first month alone! What an incredible and fast return on investment. We now know the potential for our business advisory services, and our plans are huge for the next twelve months. Don't hesitate, you will regret it if you do..."

Matthew McConnell, Pulse Accountants

Working with you, hand-in-hand, over a 90 day period, we focus on the five key elements of a successful business advisory implementation plan.

We give you the tools, structure, resources, education and support to make NextGen Business Advisory a success in your firm.

From just 90 minutes a week over a three month period you will achieve tangible results.

In fact, the only reasons why you could fail are:

1. You don’t spend 90 minutes a week.

2. You have a predetermined mindset that this will fail.

3. You don’t follow the step-by-step process.

Built by industry experts, based on over 50 years of experience and working with thousands of accounting firms implementing business advisory services. We know what works and why. We also know what doesn’t.

You can jump the curve and avoid the mistakes many others make.

This proven blueprint is generating firms 3x profits;

engaging and retaining your team,

starting from just 90 mins per week

Depending on the size of the team (and we recommend three if possible - a leader, a doer and a supporter), the process and the results you can expect are above.

Some firms will look at this as an education program for their team without expectations of results.

Whilst others will want those 5 clients paying the firm £457/US$867/AU$717/€507 per month from the 90 day program

**Clarity Makes "selling"* advisory easier** (our members' average conversion rate is 66%)

*Professional services are bought, not sold. Clarity does the hard work for you; visually with simplicity and clearly demonstrating your value.

What you get on the NextGen Advisory Blueprint:

a Bespoke Implementation Plan for your firm

full access to Clarity at Business Advisor level

education program for the team (for life)

access to weekly group coaching and accountability calls

scheduled 1-2-1 check in calls with your team

resources to supplement your journey

Working with you, hand-in-hand, over a 90 day period, we focus on the five key elements of a successful business advisory implementation plan.

We give you the tools, structure, resources, education and support to make NextGen Business Advisory a success in your firm.

Depending on the size of the team (and we recommend three if possible - a leader, a doer and a supporter), the process and the results you can expect are below. Some firms will look at this as an education program for their team without expectations of results. Whilst others will want those 5 clients paying the firm £457/US$867/AU$717/€507 per month from the 90 day program

What you get (in detail)

Bespoke Implementation Plan for your firm

During your individual kick-off call, we will go through our mutual responsibilities, understand your expectations and goals and work with you to develop an implementation plan that suits your specific needs and timing.

Full access to Clarity (unlimited team/unlimited clients)

Access to the Clarity platform at Business Advisor level, including access to Benchmarking and AI modules, and the latest updates, including Business Diagnostic Reviews (compliance+/advisory lite/prospectingt tool)

Education programme for the team for life

Lifetime access to our AdvisorU education self-paced learning programs for you and the team. All the latest thinking and know-how from experts in the field of business advisory, instructional videos and best practice. Take it at your own pace, use it as a reference resource and boost confidence and knowledge within the team.

Resources to support and supplement your journey

All the required resources to supplement your implementation journey in business advisory, including checklists, scripts, systems etc updated for best practice and what’s working right now.

Scheduled 1-2-1 Check in calls with your team

Calls with your project team to discuss progress, answer questions, celebrate wins, practice and overcome any specific challenges you may have. The content of the calls will depend on the specific requirements of your team and will be adapted as necessary.

Access to weekly group coaching and accountability calls

Access to optional weekly group coaching and accountability calls, where we share wins, provide help and support and answer any questions you may have on elements of the program. Attend as many or as few as you need.

Total Investment* £2999 (a one-off payment, plus VAT), or pay in three, with installments of £1199* plus VAT

(please note that there is a commitment to make all three payments)

* This program includes up to 5 team members. You can pay an additional fee of £199 plus VAT per team member thereafter (or an extra £69 per month plus VAT if you prefer to pay over 3 months).

+From the outset, we let you behind the curtain, share the secret keys, and go above and beyond to make this a success for you. You will get immediate access to education, downloads, the platform, and our time. As a result, you explicitly waive any rights to a cooling-off period, if applicable in your jurisdiction.

Alternatively, if you wish to exercise your rights to a cooling-off period, please let us know before you purchase, and we will wait for the required period for you.

The total value of the Blueprint is a minimum of £6,741

Access to Clarity Business Advisor for three months £2,247, Lifetime access to our AdvisorU Education Program £497 per person, Resources £997 and Coaching, Mentoring and Accountability £3,000

During the three-month Blueprint (assuming you work 90 minutes a week), you'll:

Educate the team - get clarity on why business advisory, what is business advisory, how to hold meetings, how to speak the language of small business owners, how to sell, price and deliver, the importance of a zero tolerance approach to scope creep, and so much more
Understand the potential in your existing client base (accountants always think that they don't have the clients and need new clients for business advisory) - you do have the clients for this!

Have at least 5 clients buying one of your NextGen business advisory packages

Build confidence in the entire team. Unleash the heroes within, and know that you do have the time, the inherent skills and ability to do this!
Engage clients and get them to finally understand and say ‘yes!’
Use a straightforward structure to deliver repeatable and consistent services - that generates three times the profit in a third of the time
Build agendas that create extraordinary meetings clients value and want to pay for
Innovate workflows to streamline your services, saving time and avoiding scope creep
Change your leadership mindset from, always being up against it, to being on the front foot
Once you've proved the concept, start to roll out a complete Go-to-Market strategy for your NextGen Advisory service

Become the standout firm that everyone wants to buy from, work with and rave about

I don't think that I have the clients for this?

We find that this is a frequent misconception and have known many accountants to be proved wrong, and quickly.

However, with Clarity's Portfolio View, we can quickly see (and quantify) the potential within your firm. And that's before you even get started. You'd be surprised by clients that want this. You'll be even more surprised by those that don't. Or members average a 66% conversion, from the initial Clarity meeting to buying a NextGen business advisory package.

Clarity has been built with small business owners in mind. It's visual and easy to understand. It bridges the communication gap between the worlds of complex financial data and actionable plans that achieve results.

I'm not sure that we will get the return that others have generated?

Yes!

I have a solo firm; will this program help me?

Yes!

This program has been built for firms of all sizes. What is being covered and the solutions will impact you as much as it would with multi-partner firms with teams.

Why is there three months of group coaching calls included, and do I need to attend them?

Everyone learns differently, and we want to support them all.

Some people will complete the necessary actions within their blueprint bespoke plan and own scheduled 1-2-1 calls. And therefore may need one or two check-in calls to ask questions or to clarify certain things. Others will want to learn from others, what they have done and get inspired by their results. Healthy competition, as it were. Others will want to do it at their own pace and may need more support.

We want to ensure maximum success for all and offer flexibility to make that happen. The coaching calls are optional, and you choose how many you want to attend.

I don't want to work any harder than I already am. Why should I take this blueprint?

The old adage, work smarter, not harder, is definitely our mantra at Clarity.

In a recent study by our friends at AdvanceTrack, 88% of accountants reported that their increased working hours significantly harmed their work-life balance, with 30% describing that harm as severe. We want to bring the fun back to accounting.

This blueprint is definitely NOT about working harder. It's about achieving more with the hours you feel are appropriate. And it's about spending your work hours doing work you really love doing.

I don't want to recruit any more team members. Will I have to?

Not necessarily. It's vital that your business model represents you and what you want to achieve.

Don't get fooled by influencers that tell you, "This is the way it has to be..." It's logical, though, that if you want to achieve more and get a natural work-life balance, you may need some extra resources. This does not necessarily need to be full-time or even onshore. There are many possibilities, and some firms end up creating so much capacity elsewhere, they find they need the same or even fewer team members. In any event, this program is about you. And we will help you make the right decisions for you.

Can I pay in installments?

Most people prefer to make a one-off payment, to benefit from the discount.

However, we can split payments if you prefer that. It's three payments of £1,199. You will be liable for all three payments.

Will this work with my team?

Of course! Your team is very similar to other firms, despite what you may think.

The structure, tools, systems, and resources will work with your team as they have done for countless other accounting firms. On top of these, the coaching, accountability and mentoring sessions will help ensure that this is the case for you too.

This all sounds great, but I just don't have the time!

If you don't have the time, we have built a Capacity Creation Program for you.

This six-week program is for firms that cannot seem to get off the hamster wheel. It focuses on building a robust foundation for scalability.

We will work with you to unlock your capacity, create time, and help you to stop over-engineering your compliance function. We will start you on the journey of doing the right stuff with the right team for the right clients.

Aynsley Damery (BComm FCA CPA) and Steven Briginshaw (FCA FMAAT) are multi-award-winning Chartered Accountants that have created, built, and sold a number of accounting firms.

Trailblazers in accounting innovation, they bring rich experience from Big4, regional and local accounting firms. Renowned for transforming their own practices into beacons of business advisory excellence, their insights are rooted in advising thousands of businesses globally.

Some of the UK's most influential accountants, their expertise lies in empowering firms to unlock their potential, leveraging data-driven strategies for growth and success.

As seasoned international keynote speakers, they have captivated audiences at major industry events such as QBConnect San Jose and London, Xerocon London, ICAEW Practice Conference, CPA Ireland, Accountancy Europe and many more.

They've hosted (and appeared on) panels and roundtable discussions for almost every regulatory body. Aynsley has also spoken at entrepreneurial events around the world, including Necker Island.

Their engaging speaking styles, combined with deep expertise in business advisory and accounting innovation, have made them sought-after speakers. They are known for delivering actionable strategies, inspiring change & driving excellence.

The NextGen Advisory Blueprint

certainty | predictability | consistency

A complete, step-by-step implementation and education plan for your team - building a modern business advisory service within three months (working just 90 minutes a week).