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Free Webinar: Spotlight Starter Overview

Becoming a Trusted Advisor 

Looking to become a trusted advisor to your clients? A key ingredient of becoming a trusted advisor is delivering 'value-add' services by utilising different cloud tools available in the marketplace depending on the reporting needs of your clients.

Join us for our 30-min live demo that will give you insight into how to deploy value-add advisory services across your client base.

In this webinar, we'll cover:

  • A short tour of Spotlight's three main tools in 'action' with a focus on highlighting key differences of each. 
  • How to best apply Reporting, Dashboard and Forecasting tools across your client base. 
  • Sample reports to help engage new advisory clients. 
  • Sample Services Opportunity Matrix to design your advisory services.

Each attendee of the webinar will receive a complimentary Spotlight sample report, 'Preparing a successful Spotlight report' checklist and Services Opportunity Matrix template.

Why it is important to be a Trusted Advisor for your client

Our Spotlight Starter package provides Trusted Advisors the flexibility, a vast amount of reporting options and scalability unmatched in the global marketplace to help you grow your Virtual CFO advisory practice and fee revenue. Join us for this webinar today - start the journey tomorrow.

Feel free to invite your team to this webinar:

13 September (Thur)

11am NZST • 9am AEST • 4pm PDT (12 September)

Register here