Richard Francis

Member Since: Feb 2nd 2018
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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.
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