Driving reporting excellence through consolidation

Written by Nik George on 18 Aug 2016.

Being able to prepare consolidated reports is a ‘must’ for advisory accountants. Over time, your client’s entity may have grown into a multi-entity global business. Perhaps these entities were originally set-up to minimise risk and reduce tax or they simply diversified into other interests. Whatever the reasons, you now need to be able to prepare consolidated reports based on their group...

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Six ways to focus on customer experience to increase your clients' profits

Written by Gayatri Wood on 10 Aug 2016.

Arguably the biggest hindrance to business growth is the loss of customers. If your clients are looking to grow, one of the best ways to do this is to focus on their existing customers.

Reducing your clients customer defection rate by 5% can increase their profitability by 25 to 125 per cent. So what can you help measure to increase your client’s customer experience?

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Business intelligence at Xerocon San Francisco

Written by Gayatri Wood on 03 Aug 2016.

Business intelligence is critical to being an advisory accountant. You can’t provide valuable advice without analysing data to draw it from. To unlock its value, the data needs to be properly processed and presented in ways clients can easily understand.

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Three new industry templates for KPI reporting

Written by Nik George on 22 Jul 2016.

Industry templates open up new reporting options for accountants and businesses and can be a great time saver. Management reports are only effective if they focus on the KPIs that are relevant to the business. Reporting, analysing and discussing these KPIs lead to better decision making and results.

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Xero Roadshow New Zealand. Explore the ecosystem with Spotlight

Written by Abraham Gibson on 15 Jul 2016.

We are excited to be part of the Xero Roadshow in New Zealand 2016. We love meeting forward-thinking accountants who are transforming their practice from being solely compliance focused into delivering awesome value-add advisory services.  

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Add your own content into your Spotlight report

Written by Nik George on 13 Jul 2016.

It's now really easy to add content from other sources into your Spotlight report without having to use a PDF editor. To add a PDF, PNG or JPEG image, simply select “Other Content” in Spotlight's page drop-down menu and you're underway.

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Every successful business needs a Budget and Forecast

Written by Jason Forbes on 30 Jun 2016.

When mapping out the new financial year, budgeting services are the "low hanging fruit" that all of your best clients should be receiving.

Every successful business needs a budget. Committing numbers to paper and mapping out the future helps increase the chance of success. The new financial year is the perfect time to let your clients know you can help to forecast their next 12 months - or...

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How to provide financial insight and promote your advisory services

Written by Jason Forbes on 30 Jun 2016.

With the entire accounting industry looking to ramp up advisory services, you have a head start and competitive advantage on the pack with Spotlight Reporting.  As part of the Spotlight Reporting SuperVCFO toolkit you have free access to Spotlight Dashboards - allowing quick, automated preparation of a visual Dashboard report for clients.

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How to use cloud technology to deliver great advisory services

Written by Darren Glanville on 09 Jun 2016.

I had the pleasure of hosting a webinar with the CEO of Valued Accountancy, Stephen Paul. Stephen shared his experience of transitioning to providing his clients with more of the services that they want and those that are crucial for Valued’s businesses development.

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Forecasting update: new rules, display options and more

Written by Nik George on 08 Jun 2016.

In our latest Forecasting update, we’ve added an exciting range of new features to ensure you enjoy the best user experience. The new features include adding a depreciation rule, a non-cash rule, new display and auto copy rule. 

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