Blog

Getting your clients ready for the new financial year

Written by Gayatri Wood on 26 Apr 2016.

The new financial year is a good time to review how the past twelve months have gone for your clients. It’s also a great time to look for ways to help them plan and forecast the coming months ahead.

Read More

Product Update: We’ve redesigned our Client Dashboard!

Written by Nik George on 24 Mar 2016.

We are committed to delivering the best experience for our accounting partners. In our first major release of 2016, we’ve significantly improved the client dashboard with some exciting new features and design including:

  • Better User Role Options
  • Global Search
  • Location and Client Code Filters
  • Redesigned Customer Dashboard
Read More

How to use Spotlight to Maximise your Client's Tax Planning

Written by Gayatri Wood on 28 Jan 2016.

The month of January is dreaded for UK accountants who are inundated with tax returns for clients. To make ‘tax season’ less stressful and to help your clients get the most out of the process, we’ve put together some guidance on how you can implement relevant technology and processes in your accounting firm throughout the year.

Read More

NZBusiness magazine: The Accidental Accountant

Written by Stephen Corbett on 28 Jan 2016.

Fantastic to see Richard and Julie Francis being recognised in the February edition of NZBusiness Magazine for their role in transforming the accounting industry and the innovative launch of our newest version of Spotlight Forecasting. Spotlight Forecasting is an all-in-one budget creator, three-way forecasting (Balance Sheet, Profit & Loss and Cash-flow) and scenario testing tool, which is...

Read More

Explore the Xero ecosystem with Spotlight at the Xero Roadshow

Written by Jason Forbes on 21 Jan 2016.

It’s great news that the focus of the Australian Xero Roadshow programme in 2016 is ‘how to’ deliver an online practice and exploring the Xero ecosystem to add value to your accounting firm because Spotlight Reporting delivers on both objectives.

Read More

10 Ways to Super-Charge Your Firm and Improve Business Performance

Written by Richard Francis on 11 Jan 2016.

Here’s ten ways to make sure that you start 2016 with purpose, vision and the courage to super-charge your firm and improve business performance!

Eliminate Distractions

Time is the scarcest resource and biggest killer of most businesses. Owners get distracted and focus too much time and energy on the wrong things.

Read More

It's Not Just About the Numbers

Written by Gayatri Wood on 11 Dec 2015.

Not Just Numbers is a small accounting firm based in Leeds who started in 2011. They are passionate about helping small businesses grow through the use of cloud technology, with Spotlight Reporting being the 'icing on the cake' in this process. We talked to Debbie Whitaker, the Managing Director about how Spotlight has helped demonstrate that they're truly not just about the numbers.

Read More

Becoming a CFO for your Client Base

Written by Gayatri Wood on 04 Dec 2015.

With the shift to advisory services, many accountants are looking at how they can provide the regular strategic advice needed by their clients to scale their businesses - how to become a CFO for their client base.

We asked Guy Pearson, a Chartered Accountant with over a decade's experience in professional practice, winner of Anthill's 30 under 30 in 2014 for his start-up Practice Ignition,...

Read More

Is your Firm Attracting the Right Talent?

Written by Gayatri Wood on 26 Nov 2015.

When people talk about ‘brand’ they often think solely from a customer perspective. However, a strong employer brand is critical for attracting the right talent. A company’s employer brand is twice as likely to drive job consideration as its company brand. With the shift in skill-set requirements in accounting, and Gen Y entering the workforce it’s more important than ever to know if you are...

Read More

Are you being the best advisor you can be?

Written by Stephen Corbett on 13 Nov 2015.

Introducing our guest writer Margaret Holmes - Director of Engine Room, based in Pukekohe NZ. Margaret is a highly-qualified and experienced CA and our Super VCFO partner. Margaret has developed a specialisation in strategic planning, particularly for helping business owners understand the financial performance of their businesses and challenging their thinking to help them grow.

Read More

Subscribe to Email Updates

The Perfect Advisory Relationship white paper