Mar 7, 2016
Today on episode 39 of the Cloud Stories podcast I’m talking with the Richard Francis who’s the founder of Spotlight Reporting. His company have recently released a whitepaper called The Perfect Advisory Relationship. In today’s show I talk with him about this paper and how advisors and business owners can benefit from monthly advisory meetings.
Spotlight Reporting provides award-winning reporting, forecasting, consolidation and dashboard reporting tools to progressive accountants, franchises, NFP's and business owners. Our cloud tools allow for integrated data-sets (Xero, QBO, Vend, Google Analytics etc) and exceptional, customisable reports for better decision-making and governance. For people listening overseas they have offices in the UK, US, New Zealand and Australia. So you should definitely be able to find someone to help on board you with this solution.
In this episode I talk to Richard about:
Today’s episode is sponsored by Spotlight Reporting.
Resources mentioned in this interview
Connect with Richard Francis
Thanks for listening! What’s been your biggest learning from today’s episode? Share in the comments below.
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Some of the listeners might know Jason Forbes who’s the Spotlight Reporting Director of Sales here in Australia. I know Jason from my days as a MYOB Trainer back in early 2000. Then Jason became my first Xero account manager. And now he is at Spotlight Reporting – helping advisors and business owners understand their numbers and use them to meet their business goals.
P.S. Loved this episode? You’re going to love hearing from David New who is now the Director of Strategic Partnerships at Spotlight Reporting. In episode 25 David talks about building teams and growing businesses in superfast time.