Reach Your Advisory Goals

With the help of our expert Customer Success team here at Spotlight Reporting

A Strategic Partnership
Customer Success at Spotlight Reporting isn’t just about technical help—it’s a strategic partnership that will help you achieve the goals you’ve set for yourself.

Whether you’re new to the world of advisory, or an advisory veteran, we have the experience you need to take your services to the next level.

Global Expertise

Our experts are located around the world, so you’ll have access to relevant expertise whenever you need it. Having partnered with over 500 leading accounting firms worldwide, they’re well placed to share advisory insights and best practices.

The Customer Experience Journey

From the moment you subscribe to Spotlight Reporting, you’ll be supported by a Customer Success Specialist who will take you through our boarding journey.

Kickstart Call

Define your goals so we can focus on return on investment.

Training 1

Create your first market-ready report in just 30 minutes.

Training 2

Dive into the product to refine your reporting process.

Training 3

A customised Q&A session, including best-practice tips and tricks.


Ensure your team is qualified to deliver the best results by getting them Spotlight Certified.

Regular Interactions

We guide you through additional resources built by our experienced team, who work alongside the most progressive accounting firms worldwide.

6 Month Strategic Reviews

We ensure you and your team are on track to achieve your current goals. When you’re ready, we’ll help you set new ones.

Integrating Spotlight Reporting

As part of our Super VCFO package, our Customer Success Team will work with you to implement Spotlight Reporting in your firm.

You'll gain access to:

A personalised action plan to help you reach your specific goals
A dedicated Customer Success Specialist to hold you and your team accountable
Best Practice templates and checklists
Guidance through all our premium resources
Expert training tailored to your firm’s needs
Our verifiable CPD certification course

Begin Your Spotlight Reporting Journey

Reach your advisory goals in record time with the support of our world-leading Customer Success Team.