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Accelerate your journey with our free webinars. They're packed with practical tips and insights to take you to the next level – whether that's using our product or unlocking advisory.
How to sell advisory services
Mike Barnes will join Thomas Loosley to help you target 10 clients for advisory based engagements within the next 30 days. You'll be ready to take you advisory selling skills to the next level!Save your seat
Join an upcoming webinar
How to sell advisory services
Thursday 20 February, 2020
Mike Barnes will join Thomas Loosley to help you target 10 clients for advisory based engagements within the next 30 days.
Getting started with Spotlight Reporting
Tuesday 3 March, 2020
Thursday 5 March, 2020
Get a quick 45-minute overview of how each product works, see a few of our key features in action and the opportunity to ask a Spotlight Expert anything!
Our most popular webinars
Watch a recorded webinar
Implementing advisory in 2020
During this webinar, we teach you how to successfully implement future-focused advisory. Naomi De Kock, our Customer Success Specialist, talks to Karen Woller, Director of Thrive CA, as they discuss Karen's successful transition and her top tips for you to implement straight away.
How to turn cashflow into advisory gold
Research from QuickBooks shows that 69% of small business owners have been kept up at night with concerns about cashflow. Maximise your cashflow strategies with tips from this webinar.
How to build a high-performing advisory team
Listen to this recorded webinar to hear from Christine Murray (Accounting Recruiter) and Brad Turville (Business Development Manager) as they explain how to develop a winning people plan.
Pre-selling advisory services
Thomas Loosley (NZ Sales Lead) and Mike Barnes (Founder of Advisor-E), are going to teach you how to approach potential clients and will explain what you should be saying to secure advisory engagements.
Modern apps in the accounting ecosystem
Watch this webinar recording to find out more about apps in the accounting ecosystem. Choosing the right apps can be difficult – without a reliable app stack, it simply wouldn’t be possible to successfully manage internal processes and drive client collaboration.
How to turn cashflow forecasting into advisory gold
Ryan Richardson, Partner at TNM Consulting and speaker at this year’s Xerocon Australia, captured value for his firm by preparing a forecast that went on to help his client secure funding for an $11 million project. Watch this webinar to find out how.
The power of financial story telling
Are you sitting on awesome data that could be used to report and forecast business performance for your clients? Buried deep inside those data goldmines are stories and insights waiting to come to life.
How to fire a bad client the right way
Watch this webinar recording to find out how to fire bad clients using industry best practice to guide you through the process. Hosted by Emily Mason, this webinar recording features Brendan Lucas, Director of Hopscotch Accounting.
Introduction to Driver-Based Forecasting
Watch this webinar to learn all about Driver-Based Forecasting in Spotlight. You'll learn how to most effectively use Driver-Based Forecasting and see how it can be applied to your clients.
Outsourcing to free up time for Advisory
Watch this webinar to hear from Paul Dawson and Barry White, from Connect Outsourcing, as they take you through strategies to increase your advisory revenue and free up time using outsourced accounting services.
Transitioning from Compliance to Advisory
If you want to go beyond focusing on draining compliance work in your firm, to doing more meaningful, life-changing work for your clients, then watch this webinar recording to find out how!
A winning guide to Advisory strategy and performance
Watch this recorded webinar and learn how to create winning advisory strategies that drive performance and results (from a winner!). Hosted by Yolande Couderc with guests, Shane Crommelin and Chris McColm.
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