Spotlight Articles for Advisory & Business

In a bid to understand how William Buck is using Spotlight Reporting, we took a trip to their offices in Sydney’s CBD to discuss how they use the technology to prepare reports and forecasts, and enhance their business advisory services.

Strata Cloud Accountants are passionate, virtual CPAs and expert accountants with a mission to provide financial freedom to their clients.

“Not only did Spotlight Reporting do everything our previous reporting package did, but there was also greater flexibility. It was more visual. You could convey complicated information much more easily. So we decided to commit to Spotlight Reporting.”

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.

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

“My biggest tip in terms of Spotlight would be, first of all give it a go. Take the time, set it up and really explore the different opportunities that it will provide your client.”

Fresh Accounting was designed to be cloud-first—so much so that they were the first Spotlight Reporting users in the region, and one of the first 10 Spotlight users globally. They’re a pioneering firm for cloud accounting in Asia, and as such, they’re in high demand.

There are 200 individual Cheesecake Shop bakeries throughout Australia and New Zealand—meaning that Ken is all too familiar with the trials and tribulations of manual consolidated reporting.

Steve Janz, an Accounting Instructor at the Southern Alberta Institute of Technology, firmly believes that Spotlight Reporting is the future.

"Postponing the Tokyo games out one year to July/August 2021 has affected our funding and our costs," says Tracey. "I've been doing a lot of financial modelling over the last year, and using Spotlight Reporting to present to the board."

Singapore-headquartered accounting firm Stepping Stone is a digital-first practice, partnering with clients’ internal teams to implement software like Xero and Spotlight Reporting.

Gilbert Robertson, Director of NZ accounting firm Your Success, is a long-time user of Spotlight Reporting. But he also knows from experience that the grass isn’t always greener on the other side.

Mark Lowell, a Director at UK-based accounting firm Sedulo, managed to grow his client base during the pandemic.

"For us, having a robust forecasting tool to provide some insight is a big value add."

After creating just two forecasts, Brendan Cole, Director at HJC Accountants, earned enough revenue to completely cover his firm's Spotlight subscription for the year.