Accountancy Firms
We’re helping accountants deliver high-value business advisory quickly, easily and at scale
Extend the relationship
Increase the value and services you offer and build deeper relationships with clients. Easily deliver a quality business advisory service and help them build, communicate and execute their strategic plans with our easy-to-use strategy software.
Stay relevant
Digital disruption eroding your margins? Compliance just isn’t profitable? We can help you offer a high-value business strategy service to future-proof your offering. With our intuitive software you’ll stay at the forefront of digital expectations and deliver a modern experience to your clients.
Get deeper insight
With an advisory service powered by our platform you can quickly increase your knowledge of each of your clients and understand their longer-term business objectives. With full, ongoing visibility of their 3, 4, 5-year strategic plans, you can easily see where you can add value and extend your services.
Protect your client base
Safeguard your business and bolster client retention by ensuring your customers survive and thrive with your expert guidance and our practical tools.
Get going quickly
Our ready-to-roll, easy-to-use strategy software means our Accountancy Partners can quickly launch a quality advisory service with minimal effort and without extensive expertise. With simple tools and step-by-step guidance built in, you can get your clients up and running and working through some serious planning in no time.
High value for your customers, low effort for you
We make it easy to deliver an impressive strategy advisory service. We’ll provide everything you need to be the expert advisors for your clients. From support materials you can brand, to strategy consultation training for your team. We've got your back.
Extra revenue
Launch an additional, recurring revenue stream and earn money for each client you have using Lucidity.
Strategic training
We'll provide materials to help up-skill your team and expand their expertise, turning them into knowledgeable strategy advisors.
Client resources
We’ll provide content and resources to help you support your clients. Helping customers grow and keeping engagement high.
How to Launch a Business Advisory Service
Find out how to quickly and efficiently launch a strategy planning service and grow your business.
Watch the webinarApply to be an accredited Lucidity partner
Let’s talk about how we can work together to help businesses succeed. Give us your details and we’ll get in touch to tell you more about the program and how other accountancy firms are using Lucidity to run their advisory services.
