LIve webinar

Transitioning from Compliance to Advisory

Watch this webinar recording to find out how to go beyond focusing on draining compliance work in your firm!

Find out what it takes to transition over to advisory services and why success is a marathon, not a sprint. If you want to go beyond focusing on draining compliance work in your firm, to doing more meaningful, life-changing work for your clients, then watch this webinar recording to find out how!

Richard Francis (CEO of Spotlight Reporting) and Amy Vetter (CEO and thought-leader from The B3 Method Institute) have come together to discuss:

The leap of faith and commitment involved when transitioning from compliance-only to advisory, and why you’ll feel more fulfilled than a traditional accountant.
How to choose a pathway and ways to deploy, focus and resource an advisory firm.
Best practice for scaling up: execution, iteration, growing fees, and satisfaction!

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About the speakers

Richard Francis, CEO, Spotlight Reporting

CA, and a trusted advisor with 20+ years of advisory experience. As the director of a ‘boutique’ professional practice, Richard saw a need to improve analysis and forecasting for his clients. This led to him starting Spotlight Reporting – a global company and also the #1 reporting and forecasting app in the Xero ecosystem. Richard was also GM of Workpapers for Xero.

Amy Vetter, CEO, The B3 Method Institute

As an award-winning, C-level executive and board member, Amy Vetter partners with organizations to create go-to-market strategies that scale operations, brand awareness and customer success to increase retention and revenue growth. As an educator, keynote speaker, and author, she strives to inspire a culture of mindfulness when utilizing technology.