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Synopsis

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: What Spotlight Reporting does for advisors and business owners Delivering services and attitudes to help tra