Our powerful integration with myprosperity is huge, making it possible for Accountants and Advisors to bring the two worlds of business and personal wealth together for clients.
Join this EXCLUSIVE webinar as our experts discuss how to get a holistic view of everything that matters. You'll hear from thought-leaders Richard Francis (CEO of Spotlight Reporting) and guest, Stephen Jäckel (CEO of myprosperity). They'll explain how to adopt a whole view of not only business reporting, but also your clients’ personal assets, outgoings and investments. They'll also be covering:
- How to develop a holistic approach with advisory at the front and centre
- The ins and outs of Family Balance Sheet tracking
- 'Ma and Pa' service options
- High net-worth individual service options, goal-setting and looking ahead with a balanced view of business and personal finances – not just the narrow, historic view of business outcomes and tax.
Join us for this free webinar and be the first to find out why reporting and advising on both business data AND personal/family wealth will be massive conversation gateways for you and your clients in 2019. We hope you're as excited as we are!
Webinar Details:
Date: Friday 1 Feb, 2019
Time: 12:00pm (NZDT), 10:00am (AEDT)
Duration: 1 hour
Speakers:
Richard Francis, CEO, Spotlight Reporting
Stephen Jäckel, CEO of myprosperity
About the speakers
Richard Francis, Spotlight Reporting
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.
Stephen Jäckel, CEO of myprosperity
Stephen is the CEO and technical leader behind myprosperity. After graduating with a Bachelor of Software Engineering with Honours in Artificial Intelligence, Stephen was development manager at Carsales.com.au for nearly 5 years. With over 10 years experience, Stephen hand-picked the team to grow the myprosperity platform.