ClearAdvantage for Accountants
Bring the question before it has a label.
When a client question crosses your role, bring it to Clearstone before you decide where it belongs.
For CPAs and established accounting professionals; selected bookkeeping relationships considered by fit.
Start a professional conversation
“Several things are changing. Where does this belong?”
What you get
A clear next step when the question isn’t yours to solve.
ClearAdvantage gives you a direct place to bring an adjacent financial-services question — without asking you to diagnose the answer.
Ask before you know the lane.
Start with a general, anonymized situation. Clearstone can confirm whether it belongs with us before client information is shared.
“There may be more than one issue here. Where does it go?”
Stay useful without becoming the specialist.
Recognize when another conversation may help — without choosing the mortgage, coverage, investment, benefits structure or strategy.
-
Recognize
The business changed.
Hiring, ownership changes or new obligations can surface questions outside the accounting engagement.
-
Recognize
The household changed.
A purchase, renewal, debt change or protection question can call for another conversation.
-
Recognize
Several things changed at once.
Bring the situation before deciding which Clearstone service applies.
Keep the relationship clear.
With the client’s permission, Clearstone handles its scope. Accounting and tax stay with the appropriate accounting professional.
Accountant
Accounting & tax stay with you.
Client permission
Clearstone
Financial-services work stays with Clearstone.
Help when business and household questions overlap.
When business and household decisions start affecting each other, Clearstone helps sort what belongs where.
Give clients a mortgage monitor your firm can share.
Clients choose to participate. Clearstone monitors for potential mortgage review opportunities and reaches out when a conversation may be worthwhile.
Your firm × Clearstone
Mortgage monitoring
Client chooses to participate.
Potential review opportunity.
Review when worthwhile. Clearstone reaches out.
ClearAdvantage
What every ClearAdvantage relationship includes.
Every accepted relationship starts with direct professional access, clear handoffs and permission-led coordination.
One relationship. Clear roles. The same Clearstone client-service standard.
-
Scenario access
Bring a general, anonymized question before you know which Clearstone service applies.
-
Recognition & handoff
Recognize when another conversation may help, then introduce the client with permission; Clearstone takes responsibility for its own work.
-
Shared-client coordination
Coordinate only what the client authorizes, while accounting and tax stay with the appropriate accounting professional.
-
Mortgage monitoring
Share the approved mortgage-monitoring experience with clients who choose to participate.
-
Client education & campaign support
Use reviewed Clearstone education and campaign materials as they are released.
Clear
For selected firms, the collaboration can go further.
ClearAdvantage+ adds selected public-facing collaboration when professional fit, client value, permissions and Clearstone capacity align.
-
Co-created education
Develop selected client education, articles or campaign materials together.
-
Campaigns & distribution
Coordinate selected campaigns and responsible sharing through each party’s approved channels.
-
Events & conversations
Collaborate on selected webinars, professional roundtables or client and community education events.
-
Planning & review
Plan and review selected education, campaign or public-collaboration priorities.
Appropriate professional introductions may occur when a client has a genuine need. They are never guaranteed, and the client always chooses.
ClearAdvantage+ does not change Clearstone’s client-service standard or create guaranteed referrals.
What keeps this professional
Stay in role.
Each professional remains responsible for their own work.
Ask permission.
Client information moves only for an agreed purpose and with authorization.
Keep it accurate.
No implied endorsement. No guaranteed referrals. No promise that has not been made.
Start a professional conversation.
See whether ClearAdvantage fits the way you work with clients.
Start a professional conversationClearstone provides only the services it is licensed and authorized to provide. Accounting and tax advice remains with the appropriate accounting professional. Product availability, eligibility and service scope vary.