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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10 mins

Transforming Consolidation

Consolidation is more than just a compliance requirement—it’s a powerful tool for strategic advisory. This white paper explores common challenges and how to overcome them while demonstrating how automation can simplify the process. Learn how to reduce workload, improve accuracy, and gain deeper insights that support proactive decision-making and high-value advisory services.
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whitepapers
whitepaper

For Franchises: The Power of Analysis and Benchmarking

Aggregating and analysing a franchise system can be complex. Learn to overcome these challenges with aggregation, ranking, and benchmarking.
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whitepaper

The Changing World of Accounting: Global Advisory Trends Report 2023/2024

The accounting industry is rapidly evolving, and firms that don't adapt risk being left behind. We surveyed over 1000 accountants from firms across the world and collated their insights in this comprehensive report.
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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
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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whitepaper
15 min

Cash is King

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

The Perfect Advisory Relationship

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