LIve webinar

How to implement future-focused advisory services

During this webinar, you’ll hear from industry professionals who have successfully implemented future-focused advisory.

At Spotlight Reporting, we often get asked by our customers: "How are other firms implementing advisory?"

During this webinar, you’ll hear from industry professionals who have successfully implemented future-focused advisory. Our very own Charlie Williams (Business Development Manager) and Gurpreet Lidder (Senior Account Manager), talks to Martin West, Director of Ashton Allsop Ltd. Martin will reveal how their firm successfully transitioned into advisory and he’ll give his top tips for the following:

Key actions and steps to move from compliance to advisory (e.g. deciding on a strategy, marketing, pricing and packaging, establishing an advisory team)
How to target and engage clients
Putting together a success model for the team and how to overcome the challenges (because there will be some!)

Register to join

November 3, 2022 11:00 AM

11:00AM GMT

If you can't attend, simply register anyway and get a recording sent to you the following day

About the speakers

Gurpreet Lidder Senior Account Manager Spotlight Reporting

As a dynamic business professional, Gurpreet's core area of expertise is providing strategic advice and nurturing relationships with his clients. He provides tactical insight for a wide range of clients across many industries.

Charlie Williams Business Development Manager Spotlight Reporting

Charlie has been working with professional services and accounting space for the last 7 years. He has a wealth of knowledge in the digital tech space with previous roles helping Accountants digitise and streamline processes in practice.

Martin West Director Ashton Allsopp

As a Chartered Management Accountant with 25+ years’ experience specialising in budgeting, cash flow forecasting and management information, Martin holds a 'Big 4' Corporate Finance background alongside broad experience as a non-executive director.