We’re thrilled to have been the only reporting add-on, during the latest series of roadshows in the UK, supporting our strategic partnership with Xero.
Shift towards delivering advisory services at the Xero Roadshows
3 steps to boost your advisory services in 2017
We meet a lot of accountants every month who would love to boost (or even start!) their advisory services but run into a big hurdle… TIME. There is just not enough of it!
As the year comes to a close and things start to wind down, we’ve come up with a simple 3-step reward based program to help you hit the ground running in 2017, armed with all the tools you need to become a trusted advisor to...
Delivering quality advisory services
A trusted advisor knows ‘one size doesn’t fit all’, each client has unique needs. If you try to shoehorn all your clients into a single report template or format, you may find the reports don't show them what they need to make informed business decisions. In fact, the reports may even be meaningless when delivering quality advisory services.
Meet Tom, our new online accounting star in NZ
We’re excited to have Thomas Loosley join the Spotlight family as a Senior Account Manager. Thomas brings a wealth of industry knowledge and experience into the role and will work predominantly with accountants in South and lower North Islands.
Embedding cash flow advisory services
Cash flow forecasting and cash flow management advisory should not be a marginal, on-demand proposition. Helping clients look ahead with confidence and putting in place basic cash flow maximisation strategies are core, essential and high value activities for accountants.
Six key benefits of templating for accountants
Templates provide consistency across procedures in an accounting firm and across the level of service delivered to clients. Often a KPI dashboard or report can be tied into a particular value-add package. Having it templated means every client is receiving the same base level of service, created in a fraction of the time.
Suntax & Scrubbed win major Xerocon advisory competition
We're delighted to announce the winners of our recent Spotlight Super VCFO competitions, held at Xerocon in San Francisco and Brisbane. A huge thank you to the 500+ Xerocon attendees who visited our stand over the two conferences, from whom we have drawn the following two winners:
The Biggest Bang in Brisbane - Xerocon South Delivers
It's been a hell of a ride from the first Xerocon in 2010 with fifty accountants and a handful of Xero employees getting drunk in a vineyard near Rod Drury’s house. To the 17th and biggest instalment yet in a huge conference centre in the heart of Brisbane and featuring a cast of 2,300 accountants, bookkeepers, software peeps and Xeroes. As CEO of Spotlight Reporting, a former 'Xero' and...
New industry templates, UK balance sheet layout and user interface
Our latest release includes a number of enhancements:
- New agriculture and hospitality industry templates
- Balance Sheet Layout
- Re-designed Organisation and Practice Settings Pages
Spotlight Reporting secure $5 million in new capital raise
Spotlight Reporting, the Wellington-based cloud software company, has secured $5 million in a Series A raise.
The fresh capital includes contributions from NZVIF-backed Venture Capital Fund Global from Day One Fund 2, ex-Xero Director and Spotlight Reporting Chairman Graham Shaw, Vend Director David Wilson, MYOB co-founder and Xero Director Craig Winkler and others.