Now that you're considering implementing new cloud software, it's time to rethink and re-order your client lifecycle!
The cloud-based software in our recommended app stack supports you every step of the way.
Our Director Amy Holdsworth talks us through what a traditional firm's client lifecycle looks like vs. what the process should be!
Watch the video below:
When Xero first acquired Max Solutions (now known as WorkflowMax - WFM), they purchased an, at the time, leading cloud job management solution that filled a need for Xero - a job/workflow application to help compete with MYOB AO/AE, APS and Handisoft! We found an original blog post here re the acquisition.
A few years later, Xero added Xero Tax and Xero Practice Manager (XPM). At the time, however, this meant there were two different sub-domains; the original WorkflowMax and Practice Manager.
Fast forward 6 years and Xero has now completely split off Xero Practice Manager from WorkflowMax. This should allow the two products to go in different directions and allow future development of the products to be independent of each other. This also means a better result for the end users!
We have a very quick video of the new login process here:
When Clarity Street first encountered XBert at Heather Smith’s annual pre Xerocon meetup, we were there to introduce the speakers. Like all new applications on the market, we always try to understand what pain point the app is solving. Truth be told, at the time we weren’t too sure what problem XBert was solving, but boy have our opinions been changed now!
Fast forward 12 months and our initial thoughts have been turned on their head.
Have you always preferred using Trello because you like the Kanban-style view better than the Jobs List view in Xero Practice Manager? If so, you'll be excited to hear that FYI Docs have released one of their best features to date!
You can now connect Xero Practice Manager to FYI Docs, and manage your jobs in a much more visual way, making the whole process a lot easier to use!
Watch the FYI Docs video below for an insight into how it works!
As you may have already noticed, Practice Ignition have recently released a new update for their Client Billing Schedule. This update allows for improved visibility into your client relationships. The changes may be a bit overwhelming at first, but we can guarantee you'll love them once you get the hang of it!
The In Demand Accountant Podcast episode 40 - Bringing Clarity to your Accounting Practice, with Amy Holdsworth
We were recently interviewed by Sam Dean on The In Demand Accountant Podcast. In Episode 40, Sam has a brilliant conversation with Amy Holdsworth, the CEO and Founder of Clarity Street. Amy and Sam discuss her background and why she started Clarity Street, how we can supercharge our processes as an industry as well as the beliefs that have served our industry well in the past that now need to change going forward.
We're super proud that our Director Amy Holdsworth was nominated as a finalist for the 'Accounting Consultant of the Year' category in the Women in Finance Awards 2020!
It's great to see so many women recognised as Australia’s top finance industry professionals.
We were recently interviewed by Heide from the Tax Talks Podcast. In episode 246 we discussed our Clarity Street guided tours and why these came about. Essentially there are so many applications in the accounting space and when it comes to events for the industry, it’s super easy to get really overwhelmed when you attend an accounting expo. Not to mention, how to get an ROI on attending an event, how do make sure you’re seeing the right vendors, attending the relevant speakers and actually getting value for your attendance when it could be otherwise spent doing work back at the office.
We unpack this and help you understand why we started our tours at app events, what would have happened if the Accounting Business Expo had proceeded in March 2020 (cancelled due the COVID-19 restrictions) and what you can potentially expect in future.
To listen to full episode, click on the link below.
In the previous episode of the Tax Talks podcast where we were interviewed by the lovely Heide, we discussed what we see as the “core applications” relevant to an integrated cloud and Xero based accounting practice. During this episode, we take a deeper look at what we call the peripheral apps that aren’t necessarily essential, but certainly make it a darn sight easier to run your firm.
Listen in below as we talk through all the peripheral apps that sit on our “preferred app stack”.
Clarity Street is honoured to have been interviewed by Heide from the Tax Talks podcast. Over three separate episodes we cover off the core apps for accountants, the peripheral apps for accountants and then talk in detail about attending industry events and how we’ve tried to remove the overwhelm in app space with our “guided tours”.
In this episode we begin by talking through the core apps we believe are integral to the smooth operation of any cloud and Xero based accounting practice.
Listen in below for the full interview.
Clarity Street was conceived from years of engaging with Accounting firms on a daily basis and a constant desire to make Accounting firms & SME’s more efficient and profitable.