---
title: How to provide financial insight and promote your advisory services
description: In this post, we discuss how Dashboards can a quick, cost effective way to way to provide simple financial insight whilst also providing advisory services
---

[Blog](https://blog.spotlightreporting.com)

# [How to provide financial insight and promote your advisory services](https://blog.spotlightreporting.com/provide-financial-insight-and-promote-advisory-services)

 Written by [Jason Forbes](https://blog.spotlightreporting.com/author/jason-forbes) | 29 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](https://blog.spotlightreporting.com/hubfs/Collateral/Super_VCFO_Flyer.pdf) toolkit you have free access to [Spotlight Dashboards](https://www.spotlightreporting.com/product/dashboard-2/) - allowing quick, automated preparation of a visual Dashboard report for clients.

Dashboarding is a quick, cost-effective way to provide simple financial insights whilst also providing a taste of what you can offer as a Trusted Advisor. Now is the the ideal time to let your clients know ‘this is what we do - we are Advisor’s and we’re help to help’. Perhaps include a note or even some marketing collateral promoting your full advisory services for those who might be interested?

At a minimum, sharing a Dashboard means you’ll be providing your non-advisory clients with a useful one page look at their year's performance as a free ‘value-add’.  Most other practices won’t be offering anything new, different or useful.

To get going, with SuperVCFO you can connect all of your [Xero](https://www.xero.com/au/) and [QuickBooks Online](https://appcenter.intuit.com/spotlight%20reporting?locale=en-us) clients to Spotlight and start dashboarding! We can help you with our bulk upload service, free of charge - just contact a [local Account Manager.](https://www.spotlightreporting.com/about/about-us/#our-people)

With Dashboard, you can pick your layout from one of [3 easy options](https://blog.spotlightreporting.com/hubfs/Collateral/SD_designs_3.pdf).  We recommend the [Resilience Dashboard layout](https://blog.spotlightreporting.com/hubfs/Collateral/SD_Resilience_Sample_Report.pdf) for a quick and simple year end dashboard.  Have a junior accountant produce the PDF Dashboard Report for selected non-advisory clients and follow up to kick-start deeper relationships and better ongoing interactions.

[View full post](https://blog.spotlightreporting.com/provide-financial-insight-and-promote-advisory-services)

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