Transform: Advisory Training Course
Register your interest
About this webinar
Receive practical tips over 10 days and put them into play immediately.
Taken from Spotlight Reporting CEO Richard Francis' Transform! eBook, this course contains actionable insights in bite-sized portions.
- Day 1: Find your why
- Day 2: How to lay the groundwork for a successful advisory transition
- Day 3: How to set strategy, and focus on the growth that best fits your goals
- Day 4: The best way to set up your team
- Day 5: How to scale and monetise advisory services
- Day 6: It’s time to get strategic about software solutions
- Day 7: Where to find your best clients
- Day 8: 6 value-add services to upsell your clients
- Day 9: The steps you need to take NOW
- Day 10: What to do if you get stuck
Advisory services were once nice-to-haves. But now, they’re essential!
FCA, CEO of Spotlight Reporting, ex GM of Workpapers for Xero and a Trusted Advisor with over 20 years of advisory experience. As the director of a boutique professional practice, Richard saw a need to improve analysis and forecasting for his clients. This led to the development of Spotlight Reporting, which is now the #1 Reporting and Forecasting App in the Xero Ecosystem.