Clarity Roadmap


Clarity

Clarity 1: Stop Wasting Time, Money And Effort

Make the most of your AVN membership

What you’ll learn:

  • The amazing opportunity ahead
  • AVNExcellence – your blueprint for a perfect practice.
  • How to make the best of your AVN membership
  • The Practice Growth Experts
  • The Accountant to Advisor spectrum – our 4 key steps
  • Stories from other AVN accountants
  • How to commit to improvement
  • Setting your key performance indicator and creating your One Page Plan

Online – 9:30 to 12:00

2025 dates:

25th February – book here

23rd April – book here

17th June – book here

9th September – book here

28th October – book here

Clarity

Clarity 2: Achieving Your Vision

Do you know where you’re going and how to get there?

What you’ll learn:

  • What’s happened to the dreams you had when you started?
  • Get out of the ‘same shit, different day’ trap
  • Key questions to ask yourself
  • Key numbers to focus on

Online – 9:30 to 13:30

2025 dates:

4th March – book here

29th April – book here

24th June – book here

16th September – book here

4th November – book here

Clarity

Clarity 3: How To Find The Time To Do It All

Manage your time, work the hours you should, and engage your team

What you’ll learn:

  • What gets in your way – time wasters and how to deal with them
  • Dealing with procrastination
  • Increase productivity (and work on the right things)
  • First steps to make your workflows more efficient
  • Engaging the team with your vision
  • Helping your team to ‘step up’

Online – 9:30 to 12:00

2025 dates:

11th March – book here

7th May – book here

1st July – book here

23rd September – book here

11th November – book here

Clarity

Clarity 4: Earn More!

Earn more from existing clients, easy ways to get more clients

What you’ll learn:

  • Your Profit Improvement Plan
  • Pricing strategies
  • Spotting opportunities to give your clients what they need (and increase your sales)
  • How to easily deliver on the ‘proactive’ promise
  • A simple way to get more of the right kind of clients
  • Stop chasing debtors: how to get paid on time, every time

Online – 9:30 to 12:00

2025 dates:

18th March – book here

13th May – book here

8th July – book here

30th September – book here

18th November – book here

Clarity

Clarity 5: Get Paid What You’re Worth

Time’s Up: A simple tool to get your pricing right

What you’ll learn:

  • Understand how to get the best from the AVN pricing software, Time’s Up
  • How to use it in a client or prospect meeting
  • Dealing with pricing objections
  • How to transition existing clients onto a new pricing structure

Online – 9:30 to 12:00

2025 dates:

25th March – book here

20th May – book here

15th July – book here

7th October – book here

25th November – book here

Clarity

Clarity 6: Maintaining A Consistently High-Quality Practice

How to delegate 70% of your work with confidence

What you’ll learn:

  • Make your systems more efficient and more effective
  • How to let go without losing control
  • Measures and accountability
  • Accountant to Advisor 1: Produce the numbers

Online – 9:30 to 12:00

2025 dates:

16th April – book here

3rd June – book here

22nd July – book here

14th October – book here

2nd December – book here

Clarity

Clarity 7: Stay on track

Review your vision and goals

What you’ll learn:

  • Reflect on your progress
  • Refine and adjust your goals
  • Identify any obstacles
  • Renew your motivation by revisiting your vision

Online – 9:30 to 13:30

2025 dates:

21st May – book here

29th July – book here

24th September – book here

9th December – book here