Spotlight Articles for Advisory & Business

After subscribing to Spotlight Reporting, AIF’s month-end reporting time was cut in half, and their management reports became more accessible for teams across the company—including those without a financial background.

“It’s so much more fun to say, ‘you have a cash flow problem, here’s what you can do about it,’ rather than, ‘here’s your $50k tax bill, I know you don’t have the cash to pay it, good luck’.”

Ryan Lazanis, the founder of Future Firm, understands the difficulty of scaling professional services. He believes the solution is productization: turning one-off sessions into something that is routine and repeatable. 

Recruiting has traditionally always been difficult in the accounting industry, and the situation has worsened since the beginning of the pandemic. So how do you build and keep an A-Team?

Despite the advantages of using technology to automate time-consuming drudgery, I’ve found that many people are reluctant to make a change. I believe this is because people often underestimate the value of their own time.

Katherine Robertson and colleague David Adderson built Youtopia Solutions with a clear vision: to create deep client relationships supported by the best technology available.