Join Alex Bull, Account Manager from Spotlight Reporting as he sits down with Josh Wilson, Director of The Software Coach to discuss the importance of adopting new technology in your firm and what to consider when upgrading your 2024 app stack.

‍

Agenda Highlights:
‍

- Excel Mastery. Friend or Foe? Explore common pitfalls of relying on Excel for reporting and forecasting. Learn when it's your best friend and when it could be presenting a problem.

- Client Solutions Spotting Red Flags: Discover key considerations when clients seek solutions, ensuring you navigate their needs effectively.

- Choosing the Right Tool: Uncover crucial factors to keep in mind when selecting a new software tool for your business.

- Managing Multiple Data Sources: Gain insights into seamlessly working with various data sources for optimal efficiency.

- Succession Planning for Tool Adoption: Learn strategies for smooth succession planning, ensuring other staff seamlessly integrate the chosen tool.

- Internal vs External Reporting: Understand the nuances of reporting internally versus externally, and what factors to consider for each.

- Financial & Non-Financial Reporting: Master the art of combining financial and non-financial reporting, leveraging raw Excel data with financial insights.

- 2024 Trends: Cash Flow Forecasting for SMBs: Stay ahead of the curve with insights into 2024 trends, particularly the growing importance of cash flow forecasting for small to medium-sized businesses.