Resources
Everything you need to get up to speed with our products. There's a lot of power under the bonnet.
Podcast series
Advisory Advantage
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!
Making forward facing accounting the new norm
In this podcast, we chat with Prue McStay, Director of Astute Mode. She reveals the challenges and benefits of building a firm that focuses on forward facing Advisory services instead of retroactive compliance work.
How to delivery 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!
Available for Super VCFO and Starter clients only
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
Introductory Reporting
1. Spotlight overview
2. Creating an organisation
3. Importing data
4. Easy customisation options
5. Sharing your report
Advanced Reporting
1. Customise your data
2. Set up KPI's / targets
3. Create your custom charts
4. Saving report templates
5. Create a consolidated report
Introductory Forecasting
1. Set up a new organisation
2. Using the Task Manager
3. Importing data
4. Flexing budgets
5. P&L forecast rules
Advanced Forecasting
1. Update actuals in a forecast
2. Balance sheet forecast rules
3. Cash adjustments
4. Create 'what-if' scenarios
5. Presenting reports
New Features Review in Spotlight Forecasting
Our recently released 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! Join us for this live webinar which will take you through these new 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. Start time: 10.00am BST • 11.00am SAST
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. 11am NZST • 9am AEST • 4pm PDT
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. 10.30am BST
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.
Free Download
