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White paper: Cash is King - Cloud Style

Every business client deserves a cashflow forecast!

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This white paper is a great source of knowledge for accountants who are wanting to make cashflow forecasting, budgeting and scenario planning as standard practice across your clients and business. It includes practical guidance on how to:

  • Embed cashflow forecasting into your firm.
  • Identify what types of forecasting services should be deployed.
  • Overcome obstacles when delivering forecasting services.
  • Unlock the power of ‘what if’ scenario planning.
  • Take advantage of three massive fee revenue opportunities.


Why is cashflow forecasting key to your clients' success


About the author

Richard Francis CEO Spotlight Reporting.pngRichard Francis

CA, CEO of Spotlight Reporting, ex GM of Workpapers for Xero and a Trusted Advisor with over 20 years of advisory experience. As the director of a ‘boutique’ professional practice in Wellington, Richard saw a need to improve analysis and forecasting for his clients. This led to the development of Spotlight Reporting.

In this eBook, Richard shared some inspiration and insight he gained over the years of advisory experience.