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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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#Ban_Excuses – this is your year!

Here in New Zealand, we’ve ticked over into a new financial year. Accountants and bookkeepers look at this time as the start of a fresh chapter, a chance to re-charge the batteries and shake off...

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4 reasons why you are struggling to upsell advisory services to your clients

Many accountancy firms are grappling with the challenge of selling advisory services to their clients. In this blog post, Heather Townsend, Author of ‘The Go-To Expert’ explains why many firms...

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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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Why a cash flow forecast is king at Xerocon South?

To illustrate why cash flow forecasting is critical for advisors and accountants, we will be launching a new white paper ‘Cash is King - Cloud Style’ at Xerocon South in Brisbane. This white paper...

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