Richard Francis

Member Since: Feb 2nd 2018

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Bio

Richard Francis, CA is Founder & CEO of Spotlight Reporting which offers advanced reporting, cashflow forecasting, dashboard and multi-entity analysis to accountants and organisations globally.

Richard Francis

Founder & CEO Spotlight Reporting

Jul 23rd 2018

Building Scale into Your Advisory Services

When I was in practice, deploying and then scaling advisory services was my bread and butter, but it requires the right systems and...

Practice Excellence

Jun 19th 2018

Why Cash Flow Forecasting is Advisory Gold

An essential but underdone advisory service that CPA’s should be considering is cash flow forecasting. Why? It’s high value to the customer...

Practice Excellence

May 14th 2018

Know How to Grow Your Accounting Community

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,...

Practice Excellence

May 1st 2018

Why Growing Advisory Services Needs the Right Stuff

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...

Practice Excellence

Apr 16th 2018

How to Scale Advisory Services

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...

Practice Excellence

Apr 2nd 2018

3 Killer KPIs for the Modern Advisory Firm

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,...

Practice Excellence

Mar 20th 2018

What’s the Right Growth Strategy for Your Firm?

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...

Practice Excellence

Mar 5th 2018

How to Set the Growth Strategy for Your Firm

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,...

Practice Excellence

Feb 12th 2018

How to Build Value-Added Services into 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...

Practice Excellence