Webinar: Supercharge your Advisory Sales
Being a great accountant is not enough to succeed in business advisory. In this webinar with Joanne Wharam, you will explore how to find right advisory tools, learn how to sell your advisory services and talk to your clients in their language. Start time: 10.30am BST • 11.30pm SAST
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!
Webinar: Spotlight Starter Overview
Discover how Spotlight products work alongside each other to enable accountants to provide value-add advisory services. In this webinar, we'll go through Spotlight's main tools and show how they can be applied to your client base.
Webinar: Building Better Client Relationships
Amanda C Watts, founder of TwentyTwo Agency, an Amazon bestselling author, mentor for Virgin Start-Up and creator of The Relationship First Method™, inspires leading accounting firms to use marketing to help build strong relationships with their clients.
Available for Super VCFO and Starter clients only
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.
Live or On-Demand
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
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.