Being a tool built by Accountants for Accountants means the Spotlight Reporting tool is very much set up for you to simply "plug and play". You can leverage your team to build a professional and insightful report in less than 45 minutes!
We have several templates already set up for you to pick and choose from. Of course you can also build out your own. We recommend this happens once you are more familiar with the toolkit and the clients you are working with.
To get started you can simply:
- Set up your client
- Import the data
- Review the Profit & Loss, Balance Sheet & Cashflow Waterfall
- Prepare a brief commentary
- Email the PDF direct from the system
- Book the meeting with your client
Using the resource checklist below as best practice, have one of your team prepare a Spotlight Report for your clients.