Spotlight Reporting

Findex - For Enterprise

Accounting Firms

Advisory Success

5 min read

Defining a Core Transformation Strategy

All accounting firms need a core advisory transformation strategy. You won't transform your team into winners without the right planning, goal-setting and training. Check out how in our latest post.

By

Advisory Success

5 min read

Marketing Your Advisory Services

An accounting firms' success is increasingly due to their people skills, rather than just their ability to crunch the numbers. Going beyond the numbers to provide analysis, guidance and forecast insights is now the focus for modern accounting firms.‍

By

Advisory Success

4 min read

It's Time to Consolidate in the Cloud

Explore how to make consolidation accurate, regular, achievable and scalable with cutting-edge cloud technologies.

By

Richard Francis

Advisory Success

2 min read

What is a Virtual CFO?

In this post, our CEO Richard Francis defines what is a Virtual CFO and how reporting tools such as Spotlight enables accountants to deliver Virtual CFO services for their clients.

By

Richard Francis

Advisory Success

4 min read

Getting Business Strategy at the Heart of Your Success in 2018

Strategy lies at the heart of most successful businesses. Businesses that plan & have clear objectives always outperform those that just go through the motions.

By

Richard Francis

Advisory Success

3 min read

The Yellow Brick Road Towards Advisory

In this post, Thomas breaks down a simple approach to turning desire to grow advisory revenue into execution and turning ‘selling’ into just being yourself

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Advisory Success

4 min read

Creating a Business Plan For Your Client in the New Financial Year

Learn from the industry expert, Viv Brownrigg, how to create a great business plan for your client and make business advisory services recurring.

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Advisory Success

3 min read

Customer Success in Accounting

Learn about the importance of having a Customer Success programme at an accounting practice and the ways to implement it in your firm.

By

Richard Francis

Advisory Success

5 min read

7 Effective Ways to Monetise Your Advisory Work

In this blog, Our CEO, Richard Francis illustrates the seven most effective ways to monetise advisory services.

By

Richard Francis

Advisory Success

5 min read

4 Reasons Why You Are Struggling to Upsell Advisory Services to Your Clients

Many accountancy firms are grappling with the challenge of selling advisory services to their clients. In this blog post, you will learn the reasons why.

By

Heather Townsend

Advisory Success

5 min read

Minding That Business Advisory Gap

Accountants need to broaden & sharpen their business advisory services and there’s a big gap between where we are now as business advisors & where we need to be

By

4 min read

Transform, Motivate, & Ban Excuses!

Summary of the Transform Summit 2017, the accounting conference exploring the shift towards delivering advisory services within the accounting industry.

By

Richard Francis