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Everything you need to get up to speed with our product. There’s a lot of power under the bonnet.
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.
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 yellow brick road towards advisory
In this post, Thomas Loosley breaks down a simple approach to turning desire to grow advisory revenue into execution and turning ‘selling’ into just being yourself.
Creating a business plan for your client
Learn from the industry expert, Viv Brownrigg, how to create a great business plan for your client and make business advisory services recurring.
Customer Success in Accounting
Learn about the importance of having a Customer Success programme at an accounting practice and the ways to implement it in your firm.
7 Effective ways to monetise advisory work
Learn tips and tricks our CEO, Richard Francis, used to quickly and easily monetise his advisory expertise and experience.
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.