How firms can use client data to have impactful conversations with their clients

With huge economic uncertainty, businesses face yet more challenges in the coming months and into 2023. Accountants and bookkeepers have a critical role to play on the front line supporting clients navigate through the challenges that lie ahead.

Everyone talks about advisory and in this session we will discuss what advisory is and how it is a simple exercise for firms to approach their client relationships with an advisory mindset. We will discuss how you can use your clients data with Spotlight Reporting to accelerate your advisory opportunities helping you add more value to your client relationships and increase your own revenue and profitability at the same time.

Will Farnell will discuss this topic with Charlie Williams, Spotlight Reporting’s Business Development Manager, and both will take you on a journey to discover:

– Why advisory services are so important,
– How they can help you maximise your client relationships
– Just how easy it is to provide these critical services to your client base.

Why people should attend:

– Help business take the next big step into advisory services
– Help firms monetise the advice they provide
– Helping firms to find ways to offer advisory support as a long term service
– Spotlight Reporting Special Offer

Spotlight Reporting was designed by accountants, for accountants. The award-winning suite of tools help accountants and business owners create performance reports, cash flow forecasts, dashboards, and consolidated reports for multi-entity businesses and franchises. Join thousands of other progressive firms worldwide, including the Big 4, and start your Spotlight Reporting journey today.

Register your place today here.