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White paper: The Perfect Advisory Relationship

Build strong and long lasting relationships as well as deliver great value-add sessions that are rewarding for both you and your client. 


This white paper is a great for accountants wanting to make the transformation to advisory services. It offers practical guidance on how to:

  • Build the right foundations for advisory relationships.
  • Deliver a value-add sessions every single time, so they're rewarding for both you and your client.
  • Be clear on what outcomes you both want to achieve.
  • Effectively run and follow up your advisory meetings.


Chapter 1 - Being different
Chapter 2 - Seven pillars of a perfect advisory session
Chapter 3 - Perfect Ten 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.