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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.

When I was in practice, deploying and then scaling advisory services was my bread and butter, but it requires the right systems and...
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An essential but underdone advisory service that CPA’s should be considering is cash flow forecasting. Why? It’s high value to the customer...
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,...
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...
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...
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,...
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...
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,...
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...