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Mark Lowell
Director, Sedulo
“We’ve had examples where we’ve upsold preparation of projections on numerous occasions, charging up to £2,000 for each projection.
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what's new
New Integration: Karbon
Easily move between Karbon and Spotlight Reporting. Start in your Karbon dashboard, create reports in Spotlight, and save them straight back to Karbon. Click ‘Learn more’ for instructions on setting up the integration.
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BDO - For Enterprise
Recent
Advisory Success
4 min read
It's Time to Consolidate in the Cloud
Explore how to make consolidation accurate, regular, achievable and scalable with cutting-edge cloud technologies.
By
Richard Francis
June 12, 2018
Advisory Success
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What is a Virtual CFO?
In this post, our CEO Richard Francis defines what is a Virtual CFO and how reporting tools such as Spotlight enables accountants to deliver Virtual CFO services for their clients.
By
Richard Francis
March 23, 2018
Advisory Success
4 min read
Getting Business Strategy at the Heart of Your Success in 2018
Strategy lies at the heart of most successful businesses. Businesses that plan & have clear objectives always outperform those that just go through the motions.
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Richard Francis
January 11, 2018
Advisory Success
3 min read
The Yellow Brick Road Towards Advisory
In this post, Thomas breaks down a simple approach to turning desire to grow advisory revenue into execution and turning ‘selling’ into just being yourself
By
Spotlight Team
July 13, 2017
Advisory Success
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Creating a Business Plan For Your Client in the New Financial Year
Learn from the industry expert, Viv Brownrigg, how to create a great business plan for your client and make business advisory services recurring.
By
Viv Brownrigg
June 29, 2017
Advisory Success
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Customer Success in Accounting
Learn about the importance of having a Customer Success programme at an accounting practice and the ways to implement it in your firm.
By
Richard Francis
June 7, 2017
Advisory Success
5 min read
7 Effective Ways to Monetise Your Advisory Work
In this blog, Our CEO, Richard Francis illustrates the seven most effective ways to monetise advisory services.
By
Richard Francis
April 11, 2017
Advisory Success
5 min read
4 Reasons Why You Are Struggling to Upsell Advisory Services to Your Clients
Many accountancy firms are grappling with the challenge of selling advisory services to their clients. In this blog post, you will learn the reasons why.
By
Heather Townsend
March 16, 2017
Advisory Success
5 min read
Minding That Business Advisory Gap
Accountants need to broaden & sharpen their business advisory services and there’s a big gap between where we are now as business advisors & where we need to be
By
Viv Brownrigg
March 16, 2017
Advisory Success
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Embedding Cash Flow Advisory Services
This article explains why embedding a cash flow forecast, budgeting, and scenario planning in advisory services is an essential component for firms and clients.
By
Richard Francis
October 19, 2016
Advisory Success
7 min read
How to Successfully Implement and Embed Change
Why do more than 70% of change projects or initiatives within an organisation fail? And how can you avoid those mistakes?
By
Spotlight Team
September 10, 2015
Advisory Success
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Understanding Your Clients in the Hospitality Sector
Providing deep insights for your clients, is essential. Here we look at how to better understand your hospitality clients.
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August 20, 2015
Advisory Success
7 min read
The Importance of Networking and Learning From Your Peers
Networking can be one of the most valuable uses of your time in terms of return—and not just in monetary terms.
By
Spotlight Team
April 22, 2015
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