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 is 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...

Read More

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.

Read More

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.

Read More

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. 

Read More

Spotlight reports and charts have become more customisable

Written by Nik George on 08 Jun 2016.

“A picture is worth a thousand words”. How true that maxim is, especially when it comes to explaining financial data to others. One of the key reasons users love Spotlight is the way our charts allow accountants to do this by displaying data beautifully.

Read More

Xero Roadshow in South Africa

Written by David New on 13 May 2016.

We are excited to be part of the first Xero Roadshow in South Africa (Johannesburg and Cape Town). We love meeting forward-thinking accountants who are transforming their practice from being solely compliance focussed into delivering awesome value-add advisory services.

Read More

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

Subscribe to Email Updates

New Call-to-action
The Perfect Advisory Relationship white paper