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
Report
ebook

The Changing World of Accounting: Global Advisory Trends Report 2023

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.
Duration:
This is some text inside of a div block.
download
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.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
download
whitepaper
25 min

Global Advisory Trends Report 2021-2022

Our previous Global Advisory Trends Report from 2021/2022. Check out the updated 2023 report for the most recent insights and emerging trends.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
download
whitepaper
15 min

10 Recession-Busting Tips

Here’s how you can keep your business afloat when hard times hit.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
download
whitepaper
10 min

Consolidation in the Cloud

The cloud opens up a new way of consolidating accounts.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
download
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.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
download
whitepaper
15 min

Cash is King

Every business client deserves a cashflow forecast. Learn how to make it happen.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
download
whitepaper
17 min

Smart KPIs for Accounting Firms

Without meaningful KPIs, business success becomes a stab in the dark. Measure what matters.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
download
whitepaper
12 min

The Perfect Advisory Relationship

Build strong, lasting relationships with your clients, and watch your business grow.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
This is some text inside of a div block.
Time Zone:
This is some text inside of a div block.
download

Get started today

Spotlight Reporting offers reliable and flexible reporting and forecasting options backed by a responsive customer success team. Take a look and judge for yourself.

start your free trial
Solutions
use cases
Advisors & AccountantsBusiness Owners & CFOsFranchisesNot for ProfitsEnterpriseSolution Overview
iNDUSTRY TEMPLATES
Professional ServicesNot for ProfitReal EstateE-commerceHospitalityAll Industry Templates
Product
The Spotlight Platform
ReportingForecastingDashboardMultiProduct Overview
Pricing
Top features
Consolidated ForecastingConsolidated ReportingWhite-LabellingIntegration with XeroProduct Updates
Resources
Resources
WebinarsSample ReportsPodcastsTransform! eBookWhitepapersVideos
Product Help
Help centreSpotlight CertificationGetting Started GuideTraining VideosPartner Success Centre
Spotlight
BlogOur TeamCustomer SuccessCareersPrivacy PolicySecuritySecurity & Policy Procedures
Spotlight Reporting