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Getting business strategy at the heart of your success in 2018

Strategy lies at the heart of most successful businesses. Businesses that plan and have clear objectives or goals, robust accountability and a shared sense of purpose should always outperform...

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Creating a business plan for your client in the New Financial Year

With the new financial year upon us, this is one of the best times to help your clients create a dynamic 12-month business plan. Your sales message is very simple. Every business should operate to...

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The Power of Customer Success

Customer Success is one of the most important strategic priorities at Spotlight Reporting. The more we learn about Customer Success principles, strategy and practice, the more we can see the...

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Customer Success in Accounting

As a former Chartered Accountant in practice, I can see strong benefits of a Customer Success mindset for accountants. Too often, accounting firms can see the customer reaching out to them as an...

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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...

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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...

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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...

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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...

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