Your successes are our own.
Everything you need to get up to speed with our product. There’s a lot of power under the bonnet.
Reporting & Forecasting using cloud technology
Most progressive accounting firms have already moved to the Cloud making reporting easier, faster, more accurate and scalable. Join us for this webinar to explore how you can get ahead of the game! Start time: 11am SGT & HKT • 1pm AEST • 3pm NZST
Webinar: Spotlight Overview
In this webinar, we will go over the main products in the Spotlight suite and explore how our award-winning No. 1 advisory tools can save you time, effort and can open up additional revenue streams. Start time: 10.30am GMT • 12.30pm SAST
Building a successful advisory mindset
Join us for our next advisory growth hacking webinar with a guest speaker, Paul Layte, FCA, CA, Virtual FD & Founder of Next Level Business. Paul will clear up confusion around the Cloud and how to become a business advisor. Start time: 10:30am BST • 11:30am SAST
Transform! Accounting Event in London
We're delighted to host this Transform! Accounting event that will provide practical and proven steps for your practice to maximise the huge opportunity in the new accounting industry and get ahead of the game. Seats are limited.
Exclusive to SVCFO & Enterprise clients
Partner Success Centre
Cloud Accounting Strategy
You want to only do this once, do it right. Your cloud strategy should encompass four key factors. Take a look at our latest post.
Service Opportunity Matrix
A Service Opportunity Matrix is a great tool to align clients and the most suitable services you can offer them. Download template.
Sample eDM Marketing Campaign
Download this template to create and deliver a great email marketing campaign to launch your Advisory services to clients.
Recipe for Success with Brad Turville
Listen to our Super VCFO partner Brad Turville, of BJT Financial share his advisory insight and knowledge.
Earn up to 2.0 CPD hours
1. Spotlight overview
2. Creating an organisation
3. Importing data
4. Easy customisation options
5. Sharing your report
1. Customise your data
2. Set up KPI's / targets
3. Create your custom charts
4. Saving report templates
5. Create a consolidated report
1. Set up a new organisation
2. Using the Task Manager
3. Importing data
4. Flexing budgets
5. P&L forecast rules
1. Update actuals in a forecast
2. Balance sheet forecast rules
3. Cash adjustments
4. Create 'what-if' scenarios
5. Presenting reports
The power of Xero + Spotlight Reporting app
This is the ultimate list of reasons why Xero accountants should connect to Spotlight Reporting.
Getting business strategy at the heart of your success in 2018
Strategy lies at the heart of most successful businesses. Businesses that plan and have clear objectives always outperform those that just go through the motions.
Kristin Harris joins Spotlight Reporting
Kristin Harris, ex General Manager & Strategic Partnerships Lead at Deputy, has joined Spotlight Reporting as a Strategic Partnerships Lead.
Top 12 Spotlight Reporting features
We recently asked our power users for their most popular Spotlight Reporting features and compiled them in this blog post.
Perfect Advisory Relationship
Be different. Embrace the great advisory relationship with your clients. Learn how to build a strong and long lasting relationship and deliver a great value-add session that is rewarding for both you and the client.