Get it all in one place. Help yourself to these free resources and get up to speed faster.
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!
Overcoming the obstacles to delivering Advisory
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!
Add value and seize opportunity in the new accounting industry. The transformation that is taking place offers fantastic opportunities for new entrants to the industry and for those prepared to transform.
This free eBook, written by our CEO, Richard Francis, exists to help you make the most of this new wave and to do transformational work of true value and purpose.
Such a great book! I use it for training sessions in our BDO NZ business services division.
We are putting together an action list and strategies to implement based on this book. I have already done a service opportunity matrix to look for opportunities within our client base. Rather than spending lots of time trying to get more customers, we will be serving the ones we have with higher value services.
It’s a very good read and it's exceptionally well written. I really respect Richard's writing style.
Our Spotlight experts have put together these videos, which are loaded with handy tips and best practice advice. A sweet little bonus is that you can earn up to 2.0 CPD hours, just for watching.
1. Spotlight overview
2. Creating an organisation
3. Importing data
4. Easy customisation options
5. Sharing your report
1. Customise your data
2. Set up KPI's / targets
3. Create your custom charts
4. Saving report templates
5. Create a consolidated report
1. Setting up a new organisation
2. Using the Task Manager
3. Importing data
4. Flexing budgets
5. P&L and Dynamic rules
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
Help yourself to our free guides and start making a difference in your practice today. They're there for the taking, so download, share with your team and get stuck in.
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.
Step-by-step guides to help you become a Spotlight expert.
Create custom charts
Edit your charts with one click.
Forecasting, budgeting and scenarios
Add 3-way forecasting
Choose from 100's of different charts
Dynamic Rules in Forecasting
Set Dynamic Rules to adjust accounts based on a formula
Online resources for Spotlight customers
Partner Success Centre
Our Partner Success Centre is designed to support and supercharge your advisory transformation. This online hub is an exclusive benefit for our SuperVCFO and Basic subscribers.
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.
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.