Resources
Everything you need to get up to speed with our products. There's a lot of power under the bonnet.
Thought Leadership
Advisory Advantage Podcasts
Using the cloud to enable advisory
In this podcast, Shaye Thyer from BDO Australia shares insights into how business advisory is changing and expanding the role of accountants creating exciting opportunities and new challenges. The conversation also explores how accountants can develop their skills to embrace the shift to advisory.
Strategic planning for small businesses
In this podcast, Matt Sharwood (Director of Advise Accountants) demonstrates how his time out from the accounting industry to get into business helped him understand what businesses really needed from their accountants. If you're looking to make advisory a success then this is the podcast for you!
The new era of accounting and technology
In this podcast, we chat with Doug Sleeter, founder and former CEO of The Sleeter Group. He talks about the link between blockchain and accounting, opportunities and threats accountants need to be aware of, and the dangers of not keeping up.
How to deliver advisory
Want to offer business advisory services but don't know where to start or know how to motivate your team? We sit down with Steph Hinds, Founder and Head Ninja of accounting firm Growthwise to discuss this topic. Listen to this podcast to get the answers, plus more!
Online resources
Partner Success Centre
Cloud Accounting Strategy
You want to only do this once, do it right. Your cloud strategy should encompass four key factors. Take a look at our latest post.
Service Opportunity Matrix
A Service Opportunity Matrix is a great tool to align clients and the most suitable services you can offer them. Download template.
Sample eDM Marketing Campaign
Download this template to create and deliver a great email marketing campaign to launch your Advisory services to clients.
Recipe for Success with Brad Turville
Listen to our Super VCFO partner Brad Turville, of BJT Financial share his advisory insight and knowledge.
Training
Webinars
Earn up to 2.0 CPD hours
Basics
1. Spotlight overview
2. Creating an organisation
3. Importing data
4. Easy customisation options
5. Sharing your report
Advanced
1. Customise your data
2. Set up KPI's / targets
3. Create your custom charts
4. Saving report templates
5. Create a consolidated report
Basics
1. Set up a new organisation
2. Using the Task Manager
3. Importing data
4. Flexing budgets
5. P&L and Dynamic rules
Advanced
1. Update actuals in a forecast
2. Balance sheet forecast rules
3. Loan amortisation rule
4. Create 'what-if' scenarios
5. Comparison pages and outputs
Loan Amortisation Rule and Dynamic Rules
Our Loan Amortisation Rule and Dynamic Rules in Spotlight Forecasting are real time savers for accountants. They reduce the creation time of a forecast by around 30 mins! Enjoy this video taking you through these two useful features.
Spotlight Suite Overview (UK)
In this webinar, we will go over the main products in the Spotlight suite and explore how our award-winning No. 1 advisory tools can save you time, effort and can open up additional revenue streams.
Spotlight Starter Overview
Discover how Spotlight products work alongside each other to enable accountants to provide value-add advisory services. In this webinar, we'll go through Spotlight's main tools and show how they can be applied to your client base.
Spotlight Super VCFO Overview (UK)
Looking to become a trusted advisor to your clients? Learn how to with our range of Spotlight products. Join us for this live demo that will give you insight into how our Super VCFO package will enable your firm to deploy value-add advisory services across your client base.
Insights on Advisory
White Papers
Cash is King - Cloud Style
Every business client deserves a cashflow forecast! We all know that cash is the lifeblood of any business. Without liquidity, businesses will wither and die.
The Perfect Advisory Relationship
Be different. Embrace the great advisory relationship with your clients. Learn how to build a strong and long-lasting relationship and deliver a great value-add session that is rewarding for both you and the client.
Smart KPI's for Accounting Firms
Every credible business needs to measure what matters. Without the measurement of meaningful KPIs and a monitoring and reaction regime, your measure of success just becomes a stab in the dark.
Consolidation in the Cloud
Consolidation doesn't have to be a costly, slow and manual process. It should be useful, efficient and transparent.