STRATEGY SOFTWARE FOR ACCOUNTANCY FIRMS

Next level advisory made easy

Enhance your existing business strategy & growth advisory service or easily add a new string to your bow. Become an official Lucidity partner and be more for your clients.

Speak to us today
Accountants working with clients delivering a business advisory service using Lucidity strategy software

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.

Accountant at a laptop using Lucidity strategy software to work with her advisory customers remotely

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.

Shield, targets, growth charts to show how Lucidity strategy software helps accountants keep their business clients by helping them survive and grow

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.

Clock to represent how quickly an accountant can launch a business advisory service using Lucidity strategy software

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.

Track your growth

Extra revenue

Launch an additional, recurring revenue stream and earn money for each client you have using Lucidity.

Assign owners to your strategic tasks

Strategic training

We'll provide materials to help up-skill your team and expand their expertise, turning them into knowledgeable strategy advisors.

Resources to help strategic planning

Client resources

We’ll provide content and resources to help you support your clients. Helping customers grow and keeping engagement high.

We’ve been using Lucidity internally and with our clients since 2020 and I’d heartily recommend it to any business looking to improve the formulation and execution of their strategy. It allows the management team of a business to document their strategy in a succinct way which is understandable to all, as well as providing a basis to ensure that the strategy progresses in the way in which was intended. It is simple to use and the support available from the team at Lucidity is fantastic.
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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 webinar

Apply 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.

Get in touch to find out more