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Kathleen Maher
Kathleen Maher

Spotlight Reporting provides business intelligence tools including dashboards, reports, forecasts, and multi-entity reporting to help accountants, advisors and CFOs deliver insights and help their clients and businesses make better decisions. They are the number one reporting choice for Xero accounting practices and offer various package options. The document promotes Spotlight Reporting's products and services and invites the reader to try a free trial.

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OUR SPOTLIGHT REPORTING FAMILY OF BUSINESS INTELLIGENCE TOOLS IS DESIGNED TO PROVIDE ACCOUNTANTS, ADVISORS AND CFOS WITH A GREAT RANGE OF REPORTING OPTIONS THAT SAVE TIME AND EFFORT WHILE DELIVERING CLARITY FOR BETTER DECISION-MAKING. Richard Francis CA CEO SPOTLIGHT REPORTING Our global team is committed to helping businesses gain insights, increase performance and achieve results. This commitment has allowed us to become the No. 1 reporting choice in the Xeros add-on marketplace for accounting practices, large and small. Being at the top of our game is a continuous challenge, as software and innovation never sleep. Were constantly updating our software and getting hands on with customer feedback, support and education. We also look at how we can help you get the most out of our family of apps, including an unlimited use SuperVCFO package for accounting practices, plus free webinars, videos and case studies for advisors, business owners, franchises and not-for-profits. Choice is as important to us as it is to you. If you havent experienced Spotlight Reporting before, or not for a long time, I invite you to trial our products and see if we can help your business or your clients to solve problems and chart new territory. Well be with you every step of the way. Welcome to Spotlight Reporting Transformation requires knowledge, clarity and action. Let us work with you on your transformation journey.
How can we help you? Spotlight Reporting provides progressive accountants the tools they need to have valuable conversations with their clients and to grow a trusted advisory relationship. Add value for clients and for your own practice too. We provide four cloud business intelligence tools for accountants, advisors and CFOs. Our award winning tools import data from leading accounting and non-financial software products, automatically creating powerful reports, dashboards and forecasts. What is Spotlight Reporting? Why Spotlight? We provide: Unmatched options including performance reports, dashboards, forecasts and multi-entity reporting Superior customisation options designed by accountants, for accountants Consolidation and multi-currency functionality Support services and expertise at all stages of your journey Transform your practice today by signing up for a free 28-day trial
Award-winning software with four options designed for a modern, progressive client base A dedicated team of account managers, training and support staff including accountants Training, webinars and resources to help you grow your practice in this time of great opportunity A passion for accounting practice transformation Experience Spotlight Reporting Eric DeVriese CPA RealTime CPAs We really love how powerful the software is for our clients we have tried several competitors and they do not compare. Spotlight Reporting is the king of reports.
BUSINESS OWNER Businesses of all shapes and sizes are using Spotlight Reporting apps to gain clarity and make well- informed decisions. Grow your business with confidence. FRANCHISE Your franchise deserves great reporting. Get a clear picture of the franchise group and also the performance of franchisees across financial and non-financial data NOT FOR PROFIT Sound governance and management of funds is critical for not-for-profit organisations. Spotlight Reporting apps are accessible, visible and easily understood perfect! ACCOUNTANT ADVISOR Matt Richards from Kelly Partners says that there is no reason why businesses on the Sunshine Coast cant get great value- add services delivered to them from an Accounting firm we couldnt agree more. Walking on Sunshine Matt leads the Kelly Partners office on the Sunshine Coast of Australia Spotlight Reporting and Xero Gold Partners. Matt says a key strength of Kelly Partners Advisors is that they take a view of the client from an overall perspective, not purely tax and accounting. It is all about value-add for Matt. By delivering a Virtual CFO service which Spotlight Reporting and Xero has helped enable, his clients are able to not only focus on the detail, but also the high level numbers, forecasts and KPIs. Being a Virtual CFO utilising Spotlight Reporting apps allows delivery of a much more comprehensive and systemised service to clients says Matt. This work engages him and the team. Matt notes that another key benefit to his firm of using Spotlight Reporting is that Spotlight apps remove the fear of errors and the need for a lot of labour-intensive data-entry when using Excel. The reports are fast, accurate and insightful. Spotlight Reporting has a range of products that Matt uses in combination. Dashboard and Reporting in particular are used for the smaller and larger clients respectively. The reports are tailored depending not only on the size of the clients but also their particular needs. Dashboard provides a quick snapshot to clients wanting light-touch services, which suits smaller clients and businesses. For a more comprehensive insight into larger business performance and direction, Matt uses Spotlight Reporting. Life is good on the Sunshine Coast. The sun, sea and now Spotlight Reporting allow the Kelly Partners team to balance relaxing on the beach with proactive, useful work, knowing that their clients are well looked after. Spotlight enables clients to focus on the big picture and what really matters. Matt Richards, SuperVCFO Partner for success. We have SuperVCFO unlimited use options and more.
DASHBOARD Transform your practice today by signing up for a free 28-day trial Introducing the Spotlight Reporting Family Make better decisions. Improve accountability. Simple, fast, focused performance dashboards. Fully customisable dashboards Simple graphical displays and charts Easy to use drag and drop Start the journey with your clients Look forward with certainty. Strategise for the future. Three-way forecasting Scenario planning Customised budgeting Powerful rules and flexing options Consolidate, rank, visualise and benchmark. A consolidated view for franchises and not-for-profits Organisation rankings and KPIs Exception reporting Visual scorecards and chart galleries REPORTING FORECASTING MULTI Comprehensive management reports Consolidate up to 20 organisations Financial, KPIs and Non-Financial analysis Multiple integrations
Transform your practice today by signing up for a free 28-day trial 1. Simply visit spotlightreporting.com to learn more about the Spotlight Reporting family of products, access case studies, sign up for training and more. 2. Maximise the benefits of our software by viewing our training videos at vimeo.com/spotlightreporting. Theres also videos that will help you set KPIs, build a Virtual CFO practice as well as full training sessions. 3. You are now the expert at your practice, so its time to have a discussion with your peers to consider the best use of the Spotlight Reporting family for their clients. Time to share the trusted advisor magic 4. Theres no better time to start a free 28-day trial! 5. Attend a free live webinar or watch a full training webinar video to get the most out of your experience. Register at spotlightreporting.com/training www.spotlightreporting.com FREE CHECKBOX 1. Go to spotlightreporting.com 2. Watch training videos at vimeo.com/spotlightreporting 3. Discuss, discuss, discuss 4. Start a 28-day free trial 5. Register for a live webinar Yes, it is that easy! So what are you waiting for? We know that you are busy, so weve put together this checklist to make it really easy to get started with Spotlight Reporting. Once you get started, youll realise the value this software adds, and you wont want to stop! Getting started with Spotlight Reporting
New Zealand Abraham Gibson Director of Sales, NZ +64 21 717 157 abraham@spotlightreporting.com Australia Jason Forbes Director of Sales, AUS +61 448 109 507 jason@spotlightreporting.com US & Canada Leslie Riggs Director of Sales, US +1 949 614 5790 leslie@spotlightreporting.com Contact us UK Darren Glanville Director of Sales, UK +44 7557 441 045 darren@spotlightreporting.com

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  • 2. OUR SPOTLIGHT REPORTING FAMILY OF BUSINESS INTELLIGENCE TOOLS IS DESIGNED TO PROVIDE ACCOUNTANTS, ADVISORS AND CFOS WITH A GREAT RANGE OF REPORTING OPTIONS THAT SAVE TIME AND EFFORT WHILE DELIVERING CLARITY FOR BETTER DECISION-MAKING. Richard Francis CA CEO SPOTLIGHT REPORTING Our global team is committed to helping businesses gain insights, increase performance and achieve results. This commitment has allowed us to become the No. 1 reporting choice in the Xeros add-on marketplace for accounting practices, large and small. Being at the top of our game is a continuous challenge, as software and innovation never sleep. Were constantly updating our software and getting hands on with customer feedback, support and education. We also look at how we can help you get the most out of our family of apps, including an unlimited use SuperVCFO package for accounting practices, plus free webinars, videos and case studies for advisors, business owners, franchises and not-for-profits. Choice is as important to us as it is to you. If you havent experienced Spotlight Reporting before, or not for a long time, I invite you to trial our products and see if we can help your business or your clients to solve problems and chart new territory. Well be with you every step of the way. Welcome to Spotlight Reporting Transformation requires knowledge, clarity and action. Let us work with you on your transformation journey.
  • 3. How can we help you? Spotlight Reporting provides progressive accountants the tools they need to have valuable conversations with their clients and to grow a trusted advisory relationship. Add value for clients and for your own practice too. We provide four cloud business intelligence tools for accountants, advisors and CFOs. Our award winning tools import data from leading accounting and non-financial software products, automatically creating powerful reports, dashboards and forecasts. What is Spotlight Reporting? Why Spotlight? We provide: Unmatched options including performance reports, dashboards, forecasts and multi-entity reporting Superior customisation options designed by accountants, for accountants Consolidation and multi-currency functionality Support services and expertise at all stages of your journey Transform your practice today by signing up for a free 28-day trial
  • 4. Award-winning software with four options designed for a modern, progressive client base A dedicated team of account managers, training and support staff including accountants Training, webinars and resources to help you grow your practice in this time of great opportunity A passion for accounting practice transformation Experience Spotlight Reporting Eric DeVriese CPA RealTime CPAs We really love how powerful the software is for our clients we have tried several competitors and they do not compare. Spotlight Reporting is the king of reports.
  • 5. BUSINESS OWNER Businesses of all shapes and sizes are using Spotlight Reporting apps to gain clarity and make well- informed decisions. Grow your business with confidence. FRANCHISE Your franchise deserves great reporting. Get a clear picture of the franchise group and also the performance of franchisees across financial and non-financial data NOT FOR PROFIT Sound governance and management of funds is critical for not-for-profit organisations. Spotlight Reporting apps are accessible, visible and easily understood perfect! ACCOUNTANT ADVISOR Matt Richards from Kelly Partners says that there is no reason why businesses on the Sunshine Coast cant get great value- add services delivered to them from an Accounting firm we couldnt agree more. Walking on Sunshine Matt leads the Kelly Partners office on the Sunshine Coast of Australia Spotlight Reporting and Xero Gold Partners. Matt says a key strength of Kelly Partners Advisors is that they take a view of the client from an overall perspective, not purely tax and accounting. It is all about value-add for Matt. By delivering a Virtual CFO service which Spotlight Reporting and Xero has helped enable, his clients are able to not only focus on the detail, but also the high level numbers, forecasts and KPIs. Being a Virtual CFO utilising Spotlight Reporting apps allows delivery of a much more comprehensive and systemised service to clients says Matt. This work engages him and the team. Matt notes that another key benefit to his firm of using Spotlight Reporting is that Spotlight apps remove the fear of errors and the need for a lot of labour-intensive data-entry when using Excel. The reports are fast, accurate and insightful. Spotlight Reporting has a range of products that Matt uses in combination. Dashboard and Reporting in particular are used for the smaller and larger clients respectively. The reports are tailored depending not only on the size of the clients but also their particular needs. Dashboard provides a quick snapshot to clients wanting light-touch services, which suits smaller clients and businesses. For a more comprehensive insight into larger business performance and direction, Matt uses Spotlight Reporting. Life is good on the Sunshine Coast. The sun, sea and now Spotlight Reporting allow the Kelly Partners team to balance relaxing on the beach with proactive, useful work, knowing that their clients are well looked after. Spotlight enables clients to focus on the big picture and what really matters. Matt Richards, SuperVCFO Partner for success. We have SuperVCFO unlimited use options and more.
  • 6. DASHBOARD Transform your practice today by signing up for a free 28-day trial Introducing the Spotlight Reporting Family Make better decisions. Improve accountability. Simple, fast, focused performance dashboards. Fully customisable dashboards Simple graphical displays and charts Easy to use drag and drop Start the journey with your clients Look forward with certainty. Strategise for the future. Three-way forecasting Scenario planning Customised budgeting Powerful rules and flexing options Consolidate, rank, visualise and benchmark. A consolidated view for franchises and not-for-profits Organisation rankings and KPIs Exception reporting Visual scorecards and chart galleries REPORTING FORECASTING MULTI Comprehensive management reports Consolidate up to 20 organisations Financial, KPIs and Non-Financial analysis Multiple integrations
  • 7. Transform your practice today by signing up for a free 28-day trial 1. Simply visit spotlightreporting.com to learn more about the Spotlight Reporting family of products, access case studies, sign up for training and more. 2. Maximise the benefits of our software by viewing our training videos at vimeo.com/spotlightreporting. Theres also videos that will help you set KPIs, build a Virtual CFO practice as well as full training sessions. 3. You are now the expert at your practice, so its time to have a discussion with your peers to consider the best use of the Spotlight Reporting family for their clients. Time to share the trusted advisor magic 4. Theres no better time to start a free 28-day trial! 5. Attend a free live webinar or watch a full training webinar video to get the most out of your experience. Register at spotlightreporting.com/training www.spotlightreporting.com FREE CHECKBOX 1. Go to spotlightreporting.com 2. Watch training videos at vimeo.com/spotlightreporting 3. Discuss, discuss, discuss 4. Start a 28-day free trial 5. Register for a live webinar Yes, it is that easy! So what are you waiting for? We know that you are busy, so weve put together this checklist to make it really easy to get started with Spotlight Reporting. Once you get started, youll realise the value this software adds, and you wont want to stop! Getting started with Spotlight Reporting
  • 8. New Zealand Abraham Gibson Director of Sales, NZ +64 21 717 157 abraham@spotlightreporting.com Australia Jason Forbes Director of Sales, AUS +61 448 109 507 jason@spotlightreporting.com US & Canada Leslie Riggs Director of Sales, US +1 949 614 5790 leslie@spotlightreporting.com Contact us UK Darren Glanville Director of Sales, UK +44 7557 441 045 darren@spotlightreporting.com