Your Clients Are Making Decisions Without You.
It's Time To Become The Voice They Can't Ignore.

Calling forward-thinking accounting firms! Spotlight Reporting + Clarity will be in 5 UK cities in May 2026. Join us for a day of high-energy advisory and learn the playbook of the best accounting firms.
Get practical approaches, connect with others, and take away ideas to implement in your own firm.

What to expect on The day

Learn how the best accounting firms are scaling advisory services, maximising revenue, and how they're helping clients plan ahead.

AI is already reshaping client expectations. Compliance margins are compressing. The firms pulling ahead aren’t waiting to see what happens – they’re building advisory models that are future-proof, profitable, and scalable right now. Join us to:

Explore proven advisory and revenue frameworks
Learn how to strategically apply AI into your workflows
Discover how to structure and scale advisory packages
Get an advisory edge to guide your clients to their next stage of business

Walk in with questions. Walk out with a playbook.

What You'll Take Away

A Proven Advisory Playbook

Get our 5-star advisory playbook – packaging services, scaling, pricing, and driving real results for clients.

Practical AI (no Hype)

Our expert will show you how leading firms are already using AI to deliver more, bill more, and advise better..

A Winning Techstack

Learn how to build strong advisory workflows with Spotlight Reporting & Clarity – a monetisation techstack.

Lessons from the frontline

Hear from successful advisors who've made the leap – what worked, what didn't, and what they'd do differently.

New Industry Connections

Connect with advisory leaders who are going through the same things as you are. You are never alone!

New Client Strategy

Learn to strengthen client relationships, really connect, and be their greatest ally in business.

Locations & Dates

York, 5th May

^{The Milner York,
Station Road,
York, YO24 1AA}

Manchester, 6th May

^{Hilton Manchester Piccadilly, One Piccadilly Place, 1 Auburn St, Manchester M1 3DG}

Birmingham, 7th May

^{Park Regis Birmingham,
160 Broad St,
Birmingham B15 1DT}

Bristol, 11th May

^{Hilton Bristol City Centre,
Redcliffe Way,
Bristol BS1 6NJ}

London, 12th May

^{Aloft London ExCel, One Eastern Gateway, Royal Victoria Dock, London, E16 1FR}

Agenda

9:10am–9:50am: Next Generation Advisory
^{Presenter: Steven Briginshaw FCA FMAAT}
The old model for business advisory is no longer fit for purpose. See how NextGen Advisory allows you to deliver business advisory more efficiently and effectively in 4 steps.
10:00am–10:40am: Transform Your Firm
^{Presenter: Richard Francis FCA}
As a former advisory practice founder and now CEO of an accounting app, Richard will give you a mix of challenge, connection, and content to transform your advisory trajectory.
10:40am–11:00am: Fireside Chat 1‍
11:00am–11:30am: Break
11:30am–12:30pm: Your AI strategy to scale advisory
^{Presented by Aynsley Damery BComm FCA CPA & Richard Francis FCA}Your clients are getting confident answers from AI with no context and no accountability. Aynsley and Richard will explain how to get ahead of that.
12:30pm–1:30pm: Lunch
1:30pm–1:45pm: Sponsor's pitches
1:45pm–2:05pm: Fireside chat 2
2:15pm – 3:15pm: Workshop 1
How firms are generating an extra £120k profit from business advisory, without partners or extra team members.
3:15pm–3:30pm: Break
3:30pm–4:30pm: Workshop 2
Spotlight Reporting will show you XYZ
4:30pm–5:00pm: Closing Q&A with speakers & guests

Sessions are designed to give you practical ideas so you can implement them in your firm. Attendees must bring a laptop to participate in the workshop sessions.

Who should attend?

Partners, practice owners, managing directors, heads of advisory.
5–100+ employees, £300k–£5m+ revenue.
Sole practitioners through to multi-partner firms.
10+ years in practice. Hands-on with clients. Comfortable with technology.
Open to ideas. Bias to action. Aspirational. Knows change is needed but wants a proven framework, not theory.

There will be 40-60 delegates in attendance at each city.

This roadshow is proudly brought to you by Spotlight Reporting & Clarity® HQ

Strong client relationships are built on clarity, insight, and actionable strategies. That’s why Spotlight Reporting and Clarity HQ have joined forces, to give accountants and advisors the tools they need to deliver even greater impact. By combining Clarity’s award-winning business advisory platform with Spotlight’s industry-leading reporting and forecasting solutions, firms can unlock new opportunities to guide clients toward success.

FAQs

If I attend, will I be eligible for CPD hours?

This event qualifies as structured CPD for members of ICAEW, ACCA, ICAS and other professional bodies. Participants receive a CPD certificate confirming attendance and learning hours.

is this suitable for firms new to advisory?

Absolutely. Whether you’re just starting out or growing an established advisory model, the frameworks are designed to scale and help across all instances.

Will materials be shared?

Yes. All attendees will receive playbooks and workshop resources.

can multiple team members attend?

Yes – many firms come as a group with partners and advisory leads.

what if i'VE REGISTERED BUT CAN NO LONGER ATTEND?

All booked tickets are non-refundable.

The Advisory Edge UK Roadshow

Your Clients Are Making Decisions Without You.
It's Time To Become The Voice They Can't Ignore.

What to expect on The day

What You'll Take Away

Locations & Dates

Agenda

Who should attend?

Ticket Options

This roadshow is proudly brought to you by Spotlight Reporting & Clarity® HQ

FAQs

If I attend, will I be eligible for CPD hours?

is this suitable for firms new to advisory?

Will materials be shared?

can multiple team members attend?

what if i'VE REGISTERED BUT CAN NO LONGER ATTEND?

The Advisory Edge UK Roadshow

Your Clients Are Making Decisions Without You. It's Time To Become The Voice They Can't Ignore.

What to expect on The day

What You'll Take Away

Locations & Dates

Agenda

Who should attend?

Ticket Options

This roadshow is proudly brought to you by Spotlight Reporting & Clarity® HQ

FAQs

If I attend, will I be eligible for CPD hours?

is this suitable for firms new to advisory?

Will materials be shared?

can multiple team members attend?

what if i'VE REGISTERED BUT CAN NO LONGER ATTEND?

Your Clients Are Making Decisions Without You.
It's Time To Become The Voice They Can't Ignore.