Spotlight Articles for Advisory & Business

With our new MYOB + Spotlight Reporting integration, MYOB AccountRight users can now seamlessly import their data and report on key metrics in their businesses.

Connect Spotlight Reporting to Xero HQ today to become more proactive, remind you to produce and deliver kickass reports and to keep on top of industry templates.

Our new Action Plan release features visual goal tiles, progress-trackers, and due dates, to help close the circle between great data analysis and goal-setting.

We've launched new industry templates for SaaS, Professional Services, and Retail. They help accountants focus on industry-specific KPIs and metrics.

In this post, Thomas breaks down a simple approach to turning desire to grow advisory revenue into execution and turning ‘selling’ into just being yourself

Learn from the industry expert, Viv Brownrigg, how to create a great business plan for your client and make business advisory services recurring.

Learn about the importance of having a Customer Success programme at an accounting practice and the ways to implement it in your firm.

Learn how Spotlight Reporting empowers Customer Success and strategies we use to make the positive difference in our customers’ lives.

We’re thrilled to announce that wealth data software solution myprosperity is our newest integration and strategic partner. This integration represents a ‘first’ for the fintech sector.

Use our new Forecasting schedules for sales tax, payroll deductions, and superannuation to improve cash management and tax planning.

In this blog, Our CEO, Richard Francis illustrates the seven most effective ways to monetise advisory services.

Accountants need to broaden & sharpen their business advisory services and there’s a big gap between where we are now as business advisors & where we need to be

Many accountancy firms are grappling with the challenge of selling advisory services to their clients. In this blog post, you will learn the reasons why.

Summary of the Transform Summit 2017, the accounting conference exploring the shift towards delivering advisory services within the accounting industry.

In order for a franchise to perform well, management cloud reporting and analysis is a must. There is a number of cloud solutions that help them with that.