For years, delivering advisory services has been a goal for progressive accounting firms, but doing it efficiently and at scale? That’s the real challenge.

Introducing the powerful integration between Karbon and Spotlight Reporting, where accountants and advisors can now schedule, track, and deliver high-value advisory services just as easily as they would a compliance job. This is your opportunity to scale advisory across your client base, without adding more complexity or admin.

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Set Your Clients and Team Up to Win

The Karbon + Spotlight integration gives you a clear, repeatable way to embed advisory into your workflows, so every client, not just a select few, gets the insights they need to thrive.

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Automate Your Advisory Workflows

Treat advisory with the same consistency as compliance:

• Schedule your monthly, quarterly, or ad-hoc reporting work, just like you do with Financial Statements or Tax jobs.

• Allocate tasks across your team to eliminate bottlenecks, streamline delivery, and grow internal advisory capability.

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Gain Unparalleled Visibility

Stop relying on memory or manual tracking. With Karbon and Spotlight Reporting, you can:

• Instantly see which clients have advisory work scheduled.
• Identify missed opportunities - those still receiving only an Annual Accounts pack.
• Spot workflow gaps and turn them into conversations. 

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Unite and Empower Your Team

No more advisory bottlenecks. Distribute tasks, share context, and build confidence across your team:

• Help team members learn in real client scenarios.
• Empower them to go beyond reconciliations, interpret the numbers, not just crunch them.
• Build firm-wide advisory capabilities and a stronger client experience.

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Make Better-Informed Decisions

Never miss a report, or client meeting again. With smart scheduling and built-in reminders:

• Stay on top of deliverables.
• Run proactive meetings backed by timely insights.
• Keep advisory engagements on track, without chasing.

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Deliver Exceptional Work That Delights Clients

The integration ensures a seamless, polished client experience:

• Show progress clearly, against budgets, goals, or forecasts.
• Build trust with consistent, professional outputs.

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Improve Client Satisfaction with Clarity

• Great advisory isn’t just about numbers, it’s about making those numbers make sense.
• Use Spotlight’s clear charts and visuals to demystify financial data.
• Combine financial and non-financial KPIs into one easy-to-digest report.
• Provide timely insights and takeaways your clients can actually act on.

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Grow Your Firm, Faster

With the right systems in place, scaling advisory becomes simple:

• Track revenue and margins across each advisory service.
• Confidently price and package your offerings.
• Reach more clients with fewer admin headaches.

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Streamline and Automate the Entire Process

The integration closes the loop:

• Work fluidly between Spotlight and Karbon.
• Automatically store outputs and documentation where they belong—in the Karbon work item.
• Maintain visibility across your entire team and keep clients in the loop, effortlessly.

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Ready to Scale Your Advisory Services?

With Karbon and Spotlight Reporting, delivering advisory services across your client base is no longer a manual, one-at-a-time effort. It’s efficient, it’s standardised, and it’s finally scalable.

Set your firm up to win. Start building advisory into your workflows today. Learn more: https://help.spotlightreporting.com/help-articles/karbon