Written by CEO, Richard Francis, this is a guide to help you add value with Advisory services in your firm even in challenging times.

Get The Insights


The ultimate guide for your advisory transformation

The transformation that's taking place in the accounting industry offers fantastic opportunities for new entrants and for those prepared to transform. This guide has been designed to help you work through your advisory transformation to ensure you're doing work that's full of value and purpose.

What people are saying:

"There isn't a more qualified person to write about transformation in the accounting industry than Richard Francis. He's taken the learnings of his own practice and the hundreds of other firms he works with and has built this amazing and practical how-to guide".
Steph Hinds, Managing Director at Growthwise

"Such a great book! I use it for training sessions in our BDO NZ business services division." Mike Torrie, Partner at BDO

"We are putting together an action list and strategies to implement based on this book. I have already done a service opportunity matrix to look for opportunities within our client base. Rather than spending lots of time trying to get more customers, we will be serving the ones we have with higher value services."
Kelly Miller, Director at Sass

"It’s a very good read and it's exceptionally well written." Viv Brownrigg, co-founder & CEO at The Gap

Richard round 2

Richard Francis
FCA, CEO of Spotlight Reporting, ex GM of Workpapers for Xero and a Trusted Advisor with over 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 the development of Spotlight Reporting, which is now the #1 Reporting and Forecasting App in the Xero Ecosystem.

Register to join

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Register to join

Access the video

If you can't attend, simply register anyway and get a recording sent to you the following day
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.