Join us at our Transform! Summit 2017
Transform! Summit will explore the shift towards delivering advisory services within the accounting industry and how to maximise the huge opportunity. It will bring together the top cloud innovators, thought leaders and inspirational guest speakers from New Zealand and Australia to share their passion, ideas and insight.
Our big focus will be helping you transform your practice and outcomes for your team and clients. It should be engaging, informative and lots of fun too!
Harness the Power of Business Intelligence
Do you want to make a difference to your clients’ lives and be part of their success story?
Harness the power of business intelligence to ensure your clients make smarter decisions, meet their business goals and succeed.
Find out how business intelligence can benefit your firm and clients.
Build the Perfect Advisory Relationship
Learn how to build a strong and long lasting relationship and deliver a great value-add session that is rewarding for both you and the client.
Our CEO Richard Francis has put together insight and knowledge gathered over 20 years of advisory experience in the white paper entitled ‘The Perfect Advisory Relationship’.
The white paper is also a great source of practical advice for trusted advisors and accountants.
Join the Super VCFO movement today!
There is no better opportunity to bring your firm on a value-add advisory journey. Allowing you to not only transform the focus of your business but also to improve outcomes and relationships with your clients.
Our Super Virtual CFO option is designed to provide you with a great range of tools and unlimited use for easy and fast scale-up. Our offer includes;
- Unlimited use of Reporting, Dashboard and Forecasting
- Two hours masterclass training
- Capped monthly fee, one easy bill and much more
Not Just Numbers
Our Super VCFO partner Debbie Whitaker, MD at Not Just Numbers shares how she helps small businesses grow through utilising cloud technology. Spotlight Reporting has been the icing on the cake for them in this process and helped demonstrate how they’re truly not just about the numbers.
The Wow Company
Our Super VCFO partner Paul Bulpitt, co-founder of The Wow Company, collates, reports and provides best-in-breed advisory services and analysis to clients. The Wow Company also specialise in working with creative agencies and they even put together their own surveys and provide subsequent insight reports for their clients. In this case study, we’ve captured how Paul works with his clients and then delivers value added advisory services.
Xero UK Award Winner: 100% Cloud
Until recently, Stephen Paul, the Managing Director of Valued Accountancy would have labeled himself as just an accountant. However now, being an accountant is more of a bi-product of who Valued Accountancy are. Listen to how their approach to accounting, value-add services and cloud technology has allowed for them to increase fees on average by 400%, with Spotlight Reporting the integral part of this.
Xero UK Award Winner: Accounting Partner of the Year – Overall
Eric Devries is the founder and CEO of RealTime CPAs in Ormond Beach, Florida. Eric’s practice is unique as they specialise uses both Xero + Spotlight Reporting to help specialising in the dental industry.
Matt Richards from Kelly Partners says that there is no reason why businesses on the Sunshine Coast, Australia can’t get great value-add services delivered to them from an Accounting firm – we couldn’t agree more.
We spoke with Sian about her transition into the cloud and how she has seen the transformation of her practice as a result. Using a suite of apps – Xero, Spotlight, Dropbox, Receipt Bank, GoToMeeting etc – allowed her to move from standard compliance services to offering value-added services.
Laurenson Chartered Accountants
Spotlight Reporting provides a much higher standard of management reporting than we can achieve with our accounting system and EXCEL, and at a lower cost. It was just too difficult and time-consuming – Spotlight Reporting has changed all that.
The company’s motto Think, Learn, Grow and Kick Arse! sits nicely with the Spotlight Reporting products that are helping Growthwise to do just that. Firmly focused on value-added services, Growthwise has Spotlight Reporting, Dashboard and Workpapers as key components of their toolset
What our customers are saying
"Spotlight Reporting has been the mainstay of our reporting, management decision-making and governance. Spotlight is now part of our DNA."
— Chris O’Neill, BATS Theatre
"We love the visibility and reporting options this software offers which is great for our varied client base. We use Spotlight Reporting for our best clients."
— Matthew Murphy, MPR Accountants & Advisors
"We use Spotlight Reporting at the board level. It’s clear analysis gives us a wide view of the company’s performance and also helps us drill down into the detail."
— Sam Minnee, Silverstripe Limited