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Everything you need to get up to speed with our product. There’s a lot of power under the bonnet.
Exclusive to SVCFO & Enterprise clients
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.
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
New feature: Forecasting Tax Payment schedules
Use our new Forecasting schedules for sales tax, payroll deductions, and superannuation to improve cash management and tax planning.
7 Effective ways to monetise advisory work
Learn tips and tricks our CEO, Richard Francis, used to quickly and easily monetise his advisory expertise and experience.
Spotlight + MYOB integration released
Our direct integration with MYOB AccountRight Live allows advisors and businesses to import their MYOB data with a click of a button.
#Ban_Excuses – this is your year!
Make this Accounting year 2017/18 the one in which you finally #ban_excuses and make the changes you need to for a better, smarter, stronger year.
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.