Your books are in QuickBooks, Sage or Xero. Now see what they’re telling you.
Monthly management accounts, KPI dashboards and forecasts built from the figures already in your accounting software. No new system, and no change to how you keep your books.
Your accounting software records your numbers. It doesn’t explain them.
QuickBooks, Sage and Xero keep your books up to date, but their standard reports won’t tell you why margin slipped, which customers are paying late, or where cash will be in three months. Your year-end accountant looks at the figures once a year. We look at them every month, and tell you what they mean.
The same monthly pack, whichever you use
Only the first step is different: how your figures reach us. After that, the checks, the reports and the meeting are the same.
QuickBooks Online
You add Clarity Reporting as an accountant user. We take the reports we need after month end, so there’s nothing for you to send. You can remove access at any time.
Monthly profit and loss and balance sheet, plus sales by customer, sales by product, aged debtors and stock reports where you have them.
A journal import file for QuickBooks Online.
Sage 50 Accounts
After month end, you or your bookkeeper export a short set of standard Sage reports and send them to us. We give you a checklist so you know exactly which ones.
A period trial balance for each month, plus customer day books, aged debtors and product valuation where you have them. Not run the year end in Sage yet? We allow for that.
An audit-trail import file for Sage 50.
Xero
You invite Clarity Reporting as an adviser user. We take the reports we need after month end, so there’s nothing for you to send. You can remove access at any time.
Monthly profit and loss and balance sheet, plus your sales invoices and credit notes, aged receivables and inventory where you have them.
A manual journal import file for Xero.
Four steps, and your bookkeeping stays exactly as it is
Your figures reach us
Through accountant or adviser access in QuickBooks or Xero, or a short set of Sage reports after month end.
We check them against your books
Every month must balance, and sales, debtors and stock are agreed back to your accounts before anything is reported.
We complete the month
We add any missing month-end adjustments, such as accruals, prepayments, depreciation and stock. You get them as a file ready to import into your own system, so your books stay right too.
You get your pack
Management accounts, a KPI dashboard and commentary, then a meeting to walk through the results.
More from the data you already have
Performance
Profit and loss against last year and budget, balance sheet and cash flow, explained in plain English.
Customers
Sales by customer, new and lapsed customers, how much your top customers account for, and how much is overdue.
Products & stock
Margin by product and category, best and worst sellers, slow-moving stock and lines running low (if you use stock control).
Looking ahead
Forecasts and cash flow built on your actual figures (Clarity Plus and Clarity CFO).
Built to sit alongside your software
Common questions
Do I need to change software?
No. We work from your QuickBooks Online, Sage or Xero data as it is.
What do you need from me each month?
On QuickBooks or Xero, nothing once we have access as your accountant or adviser. On Sage 50, a short set of standard reports exported after month end, starting with the period trial balance. We send you a checklist.
Do you work with Sage Accounting (the cloud version)?
Yes. We use the same kinds of report from Sage Accounting as from Sage 50.
Will this replace my accountant?
No. Your accountant still prepares your year-end accounts and tax returns. We give you the monthly picture in between.
When will I get my reports?
Within 10 working days of month end.
I use different software. Can you still help?
Yes. Most systems can export the reports we need. Talk to us about yours.
On QuickBooks, Sage or Xero? Let’s see what your numbers can tell you.
Tell us a little about your business, and we’ll come back to you with how we could help.
QuickBooks is a trademark of Intuit Inc. Sage and Sage 50 are trademarks of The Sage Group plc. Xero is a trademark of Xero Limited. Clarity Reporting is not affiliated with or endorsed by Intuit, Sage or Xero.
