Recorded webinar
LIve webinar

How to grow and scale advisory during a pandemic with Spotlight

Watch this webinar for actionable takeaways on how your firm can grow and scale advisory services, and how Spotlight can help.

An increasing number of accountants are continuing to demonstrate qualities such as grit and resilience when it comes to supporting clients in tough times.

Strata Cloud Accountants started operating last year in the midst of the pandemic and have since grown and scaled their advisory capabilities by 150%. Watch this video as Patrick Stern talks to partners, Kyle Smith and Hunter Scott, to find out how they did it.

They talk about:

  • How the team at Strata leveraged expertise within the firm to guide clients during the pandemic.
  • How they use Spotlight Reporting templates, Spotlight Forecasting, and Scenario Analysis to make a real difference for their clients.
  • How Spotlight’s tools played a key role in their explosive growth, and proved to be a growth advantage within their app stack.
  • What’s in their accounting app stack and time saving hacks the team use.
  • How they structured their sales playbook to ensure their pricing model was right from the start.

Watch this webinar recording for actionable takeaways on how your firm can grow and scale advisory services, and see how Spotlight can help you every step of the way.

About the speakers

Patrick Stern, Senior Account Manager at Spotlight Reporting
Patrick's core area of expertise is providing strategic advice and nurturing relationships with advisors. He provides tactical insight for a wide range of clients and connects people with solutions to problems.
Hunter Scott CPA, Partner at Strata Cloud Accounting
Hunter has always wanted to give business owners a quality accounting experience. His focus is on delivering an experience that is out of this world and one that's of maximum value to every single client.
Kyle Smith CPA, Partner at Strata Cloud Accounting
Kyle believes passionately in helping small and medium sized businesses (SMBs) thrive. He strives to build a valuable, first-class level advisory experience for every client at Strata Cloud Accountants.

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March 30, 2021 1:30 PM
EST
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