Advisory Pathways - Proven Strategies to Transform Your Firm
We all know the “why?” of advisory and our need as accountants to stay relevant and do work of value and purpose but the “how?” can be the tricky part that scares us away. In this webinar, you will explore practical and proven advisory pathways to maximise this huge opportunity. Start time: 9.00am BST • 6.00pm AEST
Webinar: Spotlight Overview
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
Webinar: 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.
Webinar: 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.
Future shifts in the accounting industry
In this podcast, Chris Hooper the CEO of Accodex shares insights with hosts Richard Francis (CEO of Spotlight Reporting) and MC Carter (Director and Founder of Practice Paradox) on the future of accounting, and the democratisation of business intelligence.
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) relates 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!
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.
Live or On-Demand
Earn up to 2.0 CPD hours
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. Set up a new organisation
2. Using the Task Manager
3. Importing data
4. Flexing budgets
5. P&L forecast rules
1. Update actuals in a forecast
2. Balance sheet forecast rules
3. Cash adjustments
4. Create 'what-if' scenarios
5. Presenting reports
The power of Xero + Spotlight Reporting app
This is the ultimate list of reasons why Xero accountants should connect to Spotlight Reporting.
Getting business strategy at the heart of your success in 2018
Strategy lies at the heart of most successful businesses. Businesses that plan and have clear objectives always outperform those that just go through the motions.
Kristin Harris joins Spotlight Reporting
Kristin Harris, ex General Manager & Strategic Partnerships Lead at Deputy, has joined Spotlight Reporting as a Strategic Partnerships Lead.
Top 12 Spotlight Reporting features
We recently asked our power users for their most popular Spotlight Reporting features and compiled them in this blog post.
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.