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The Value-Add Playbook

This series of articles from Spotlight Reporting Founder Richard Francis focuses on the right steps you can take now to truly add value to your clients and ultimately transform your firm from compliance to service.

Jul 23rd 2018
When I was in practice, deploying and then scaling advisory services was my bread and butter, but it requires the right systems and...
Jun 19th 2018
1
An essential but underdone advisory service that CPA’s should be considering is cash flow forecasting. Why? It’s high value to the customer...
May 14th 2018
In the seventh article of a series on how you can take the right steps to truly add value to your clients and transform your firm, author,...
May 1st 2018
In the sixth article of a series on how you can take the right steps to truly add value to your clients and transform your firm, author, CA...
Apr 16th 2018
In the fifth article of a series on how you can take the right steps to truly add value to your clients and transform your firm, author, CA...
Apr 2nd 2018
In the fourth article of a series on how you can take the right steps to truly add value to your clients and transform your firm, author,...
Mar 20th 2018
In the third article of a series on how you can take the right steps to truly add value to your clients and transform your firm, author, CA...
Mar 5th 2018
In the second of a series of articles on how you can take the right steps to truly add value to your clients and transform your firm,...
Feb 12th 2018
In the first of a series of articles on how you can take the right steps to truly add value to your clients and transform your firm, author...