Reporting & Forecasting using cloud technology
Most progressive accounting firms have already moved to the Cloud making reporting easier, faster, more accurate and scalable. Join us for this webinar to explore how you can get ahead of the game!
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: 10.30am BST • 11.30am SAST
Webinar: Building Better Client Relationships
Amanda C Watts, founder of TwentyTwo Agency, an Amazon bestselling author, mentor for Virgin Start-Up and creator of The Relationship First Method™, inspires leading accounting firms to use marketing to help build strong relationships with their clients.
Webinar: Project Championing for Implementation Success
Join our guest Luke Sutton, Business Advisor from Accumulus Advisory discussing how he championed a successful deployment project within his firm.
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
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.