Clarity Accounts & Bookkeeping

Clarity Accounts & Bookkeeping was engaged by Full Potential Psychology, a provider of telehealth psychological therapy, to deliver a range of financial services. The company was chosen for its high ratings and good value for cost. One employee, Leigh, was assigned to the project. Leigh's tasks included managing the fortnightly payroll for a team of 11 professionals, overseeing bookkeeping for two companies, and handling inter-entity loans within a trust structure. She also developed a fortnightly financial dashboard that presented key metrics, including income and gross profit, with adjustments for inter-entity loans to ensure accuracy. This tool provided the company's leadership with a clear overview of financial performance and supported informed decision-making. Additionally, Leigh created a custom Excel tool to extract data from the company’s marketing platform, GoHighLevel, enabling effective split testing of lead generation campaigns. The tool included simple instructions, allowing team members to independently input new data and continue using it without technical support. The company found Clarity Accounts & Bookkeeping through a referral and was satisfied with the services provided.