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White paper: The Perfect Advisory Relationship

Be different. Embrace the great advisory relationship with your clients.

Learn how to build a strong and long lasting relationship and deliver a great value-add session that is rewarding for both you and the client.

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This white paper is a great source of knowledge and insight for accountants who are wanting to make the transformation to advisory services. It offers practical guidance on how to:

  • Build the right advisory relationship for both you and your client
  • Deliver a great value-add session that is rewarding for both you and your client
  • Be clear on what outcomes you both want to achieve
  • Run and effectively follow up your advisory meetings


Chapter 1 - Being different
Chapter 2 - 7 pillars of a perfect advisory session
Chapter 3 - Perfect 10 advisory meeting checklist

About the author


Richard Francis, CEO at Spotlight Reporting
CA, 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 white paper, Richard shared some inspiration, insight and the main pillars of the perfect advisory relationship he learnt over the years of advisory experience.