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Walking on Sunshine

Posted by Jason Forbes on 09 Dec 2014

Matt Richards from Kelly Partners says that there is no reason why businesses on the Sunshine Coast can’t get great value-add services delivered to them from an Accounting firm – we couldn’t agree more.

Table App

Matt leads the Kelly Partner’s office on the Sunshine Coast of Australia - Spotlight Reporting and Xero Gold Partners. Matt says a key strength of Kelly Partner Advisors is that they take a view of the client from an overall perspective, not purely tax and accounting.

It is all about value-add for Matt. By delivering a Virtual CFO service which Spotlight Reporting and Xero has helped enable, his clients are able to not only focus on the detail, but also the high level numbers, forecasts and KPI's.

Being a Virtual CFO utilising Spotlight Reporting apps allows “delivery of a much more comprehensive and systemised service to clients” says Matt. This work engages him and the team.

Matt Richards Matt Richards

Matt notes that another key benefit to his firm of using Spotlight Reporting is that "Spotlight apps remove the fear of errors and the need for a lot of labour-intensive data-entry when using Excel." The reports are fast, accurate and insightful.

Spotlight Reporting has a range of products that Matt uses in combination. Dashboard and Reporting in particular are used for the smaller and larger clients respectively. The reports are tailored depending not only on the size of the clients but also their particular needs.

Dashboard provides a quick snapshot to clients wanting light-touch services, which suits smaller clients and businesses. For a more comprehensive insight into larger business performance and direction, Matt uses Spotlight Reporting.

Life is good on the Sunshine Coast. The sun, sea and now Spotlight Reporting allow the Kelly Partners team to balance relaxing on the beach with proactive, useful work, knowing that their clients are well looked after.

Take a look at our short Kelly Partners - Case Study video (3mins)

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