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FEATURED CUSTOMER STORY
Mark Lowell
Director, Sedulo
“We’ve had examples where we’ve upsold preparation of projections on numerous occasions, charging up to £2,000 for each projection.
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Advanced cash flow forecasting for navigating challenging times
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A group-wide tool for franchises, not-for-profits, and industry specialists
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what's new
Track Real Estate KPIs, With Less Effort
This new template offers a clear reporting framework packed with industry-specific Key Performance Indicators (KPIs). It's designed to help you make better decisions.
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RESOURCES
Webinar
Free webinars packed with insights to take you to the next level
Sample Reports
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Podcasts
Progressive accountants share how they've made advisory a success
Transform! eBook
Learn how to add value through advisory services
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Spotlight Resources for Advisory & Business

We've brought our webinars, videos, podcasts and more into one place so businesses and advisors can easily access the industry leading content to navigate challenging times and build advisory services

webinar
Sample Report
course
podcast
whitepaper
video
PODCAST
30 min
Strategic planning for small business
Matt Sharwood (Advise Accountants) shares practical ways to introduce advisory services and strategic planning.
PODCAST
40 min
Future shifts in the accounting industry
Chris Hooper (Accodex) shares insides to the future of accounting and the democratisation of business intelligence.
PODCAST
31 min
Forward facing accounting: the new norm
Prue McStay (Astute Mode) reveals the challenges and benefits of focusing on Advisory, and not just compliance.
PODCAST
52 mins
How to deliver Advisory
Steph Hinds (Growthwise) gives us her specific steps and strategies to deliver Advisory and grow new revenue streams.
PODCAST
45 min
The new era of accounting & technology
Doug Sleeter (The Sleeter Group) talks about the future of accounting in North America his thoughts on blockchain.
PODCAST
6 min
NBR Radar: Interview with Richard Francis, CEO of Spotlight Reporting
Listen to the NBR Radar interview with Spotlight Reporting's CEO, Richard Francis
PODCAST
49 min
The power of listening and asking the right questions
Sharon Pocock of Kinder Pocock reveals how the secret to making advisory a success was listening and asking the right questions to understand what the client really needs and then delivering and pricing those services correctly.
PODCAST
30 min
Being a niche Accountant for Amazon businesses
Learn how White & Black Chartered Accountants found a customer niche in eCommerce, primarily Amazon businesses and how he dominates Google rankings for "Accountant for Amazon seller in Australia".
PODCAST
39 min
Unlocking the profit potential for your clients
Paul Sweeney of Pretium Solutions shares the highs and lows of his advisory journey
Solutions
use cases
Advisors & AccountantsBusiness Owners &cFOsFranchisesEnterpriseSolution Overview
iNDUSTRY TEMPLATES
professional ServicesNot for ProfitReal EstateE-commerceHospitalityall Industry Templates
Product
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Resources
Resources
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