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.
Three new industry templates for KPI reporting
Xero Roadshow New Zealand. Explore the ecosystem with Spotlight
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.
Add your own content into your Spotlight report
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.
Every successful business needs a Budget and Forecast
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...
How to provide financial insight and promote your advisory services
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.
How to use cloud technology to deliver great advisory services
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.
Forecasting update: new rules, display options and more
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.
Spotlight reports and charts have become more customisable
“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.
Xero Roadshow in South Africa
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.
Getting your clients ready for the new financial year
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.