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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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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

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EBOOK
ebook
2 hr 30 min

Transform!

Written by CEO, Richard Francis, this is a guide to help you add value with Advisory services in your firm even in challenging times.
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whitepapers
whitepaper
15 min

10 Recession-Busting Tips

Here’s how you can keep your business afloat when hard times hit.
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whitepaper
10 min

Consolidation in the Cloud

The cloud opens up a new way of consolidating accounts.
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whitepaper
15 min

Cash is King

Every business client deserves a cashflow forecast. Learn how to make it happen.
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17 min

Smart KPIs for Accounting Firms

Without meaningful KPIs, business success becomes a stab in the dark. Measure what matters.
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12 min

The Perfect Advisory Relationship

Build strong, lasting relationships with your clients, and watch your business grow.
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