Resources

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Training & Education

Spotlight Courses

Accelerate your journey with our courses – whether it's using our product or to enhance your advisory services, we're here to help you go to the next level.

Spotlight Certification

Sign up to this self-paced training program on how to use the Spotlight like a pro.

Transform In Action

Learn how to design and implement successful advisory in your practice with our 9-week course.

Thought Leadership

Advisory Advantage Podcasts

Listen to our podcast series where progressive accountants share their expertise on delivering advisory.

The power of listening and asking the right questions

Sharon Pocock of Kinder Pocock reveals how the secret to making Advisory a success is listening and asking the right questions to understand what the client really needs.

Unlocking the profit potential for your clients

Paul Sweeney of Pretium Solutions shares his journey to developing and delivering high-end, proactive, value-based advisory services to SMBs.

The new era of accounting and technology

Doug Sleeter reminds us why the new era of accounting and technology is about survival of the fittest. Tune in to hear about the link between blockchain and accounting.

How to deliver advisory

Steph Hinds, Head Ninja at Growthwise, talks about practical ways to deliver Advisory and her experience in areas of hiring the right people and growing revenue streams.

Transform! eBook

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.

Free download

Such a great book! I use it for training sessions in our BDO business services division.

Mike Torrie, Partner at BDO

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.

Kelly Miller, Director at Sass

There isn't a more qualified person to write about transformation in the accounting industry than Richard Francis. He's taken the learnings from his own advisory practice, as well as the hundreds of other firms he works with, and has built this amazing and practical how-to guide.

Steph Hinds, Managing Director, Growthwise

Training

Training Videos

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.

Spotlight Reporting Introductory webinar 2 4

Basic

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

Spotlight Forecasting Introductory webinar 2

Basic

1. Setting 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

Advisory Insights

White Papers

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.

Support

Help Centre

Step-by-step guides to help you become a Spotlight expert.

Create custom charts

Edit your charts with one click.

2 Forecasting budgeting and scenarious Spotlight Forecasting3

Forecasting, budgeting and scenarios

Add 3-way forecasting

Formula Gallery

Choose from 100's of different charts

Dynamic Rules in Forecasting

Set Dynamic Rules to adjust accounts based on a formula

Visit Help Centre

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.

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