Get it all in one place. Help yourself to these free resources and get up to speed faster.
SPOTLIGHT REPORTING ADVISORY HUB
As the world evolves, so do we
We're regularly updating this section of our website and are offering support and guidance to help you get through these difficult times.
60 Day Trial for Businesses
We've extended our trial period from 28 days to 60 days for business owners, CFO's, franchises, and Not-For-Profit organisations.
Webinar: 10 Recession-Busting Tips
Sign up for vital lessons on how to survive, thrive, and recover from a recession with Richard Francis.
Free and Unlimited Spotlight Certification
Now is the time to ensure you know how to use our tools so every member in your firm is ready and able to advise business clients with confidence.
Advising Clients In Troubled Times
In this webinar recording, Richard Francis explains how firms need to pivot and act using strategy and direction.
Forecasting Power Hour Workshops
Step up and help your clients or business prepare budgets, forecasts, and scenarios which take into account a changing economic landscape.
Powered by Spotlight: Ben Kepes from Cactus Outdoors
“We’ve converted our entire factory to 100% face mask production due to unprecedented demand”. Hear from Ben Kepes.
Adapting your pricing and value-add services
Advice from experts is to continue to price normally. Here's how to make sure your clients are getting their money’s worth.
Advisory services that matter right now
Your clients will need answers to some difficult questions. Here are the top services that will help you answer those questions in a financial crisis.
Sort out your own business first
The advice from airlines is to secure your own mask first, before helping anyone else. Right now, that same rule applies to your firm or business.
Recalibrate Strategy and Direction Immediately
Turn something painful and scary into something that adds more value, and offers more value-add services to the clients who need it.
Running a Business Through a Recession
Spotlight Reporting's Senior Account Manager Steve Kafritsas ran a small business during the GFC. Here's a summary of his experiences.
Advisory Advantage Podcasts
Listen to our podcast series where progressive accountants share their expertise on delivering advisory.
The power of listening and asking the right questions
Sharon Pocock of Kinder Pocock reveals how the secret to making Advisory a success is listening and asking the right questions to understand what the client really needs.
Unlocking the profit potential for your clients
Paul Sweeney of Pretium Solutions shares his journey to developing and delivering high-end, proactive, value-based advisory services to SMBs.
The new era of accounting and technology
Doug Sleeter reminds us why the new era of accounting and technology is about survival of the fittest. Tune in to hear about the link between blockchain and accounting.
How to deliver advisory
Steph Hinds, Head Ninja at Growthwise, talks about practical ways to deliver Advisory and her experience in areas of hiring the right people and growing revenue streams.
Add value and seize opportunity in the new accounting industry. The transformation that is taking place offers fantastic opportunities for new entrants to the industry and for those prepared to transform.
This free eBook, written by our CEO, Richard Francis, exists to help you make the most of this new wave and to do transformational work of true value and purpose.
Such a great book! I use it for training sessions in our BDO business services division.
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.
There isn't a more qualified person to write about transformation in the accounting industry than Richard Francis. He's taken the learnings from his own advisory practice, as well as the hundreds of other firms he works with, and has built this amazing and practical how-to guide.
Our Spotlight experts have put together these videos, which are loaded with handy tips and best practice advice. A sweet little bonus is that you can earn up to 2.0 CPD hours, just for watching.
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. Setting up a new organisation
2. Using the Task Manager
3. Importing data
4. Flexing budgets
5. P&L and Dynamic rules
1. Update actuals in a forecast
2. Balance sheet forecast rules
3. Loan amortisation rule
4. Create 'what-if' scenarios
5. Comparison pages and outputs
Help yourself to our free guides and start making a difference in your practice today. They're there for the taking, so download, share with your team and get stuck in.
Cash is King - Cloud Style
Every business client deserves a cashflow forecast! We all know that cash is the lifeblood of any business. Without liquidity, businesses will wither and die.
The 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.
Smart KPI's for Accounting Firms
Every credible business needs to measure what matters. Without the measurement of meaningful KPIs and a monitoring and reaction regime, your measure of success just becomes a stab in the dark.
Consolidation in the Cloud
Consolidation doesn't have to be a costly, slow and manual process. It should be useful, efficient and transparent.
Step-by-step guides to help you become a Spotlight expert.
Create custom charts
Edit your charts with one click.
Forecasting, budgeting and scenarios
Add 3-way forecasting
Choose from 100's of different charts
Dynamic Rules in Forecasting
Set Dynamic Rules to adjust accounts based on a formula
Online resources for Spotlight customers
Partner Success Centre
Our Partner Success Centre is designed to support and supercharge your advisory transformation. This online hub is an exclusive benefit for our SuperVCFO and Basic subscribers.
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.
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.