Upgrading your 2024 App Stack with Josh Wilson of The Software Coach – Feb 14. 11:00am NZT.
We’re thrilled to be partnering with Alex Bull from Spotlight Reporting to bring you a live webinar, Feb 14 at 11:00am, on upgrading your software for 2024 – the pros and cons, what to look for, red flags and more.
Agenda Highlights:
- Excel Mastery. Friend or Foe? Explore common pitfalls of relying on Excel for reporting and forecasting. Learn when it's your best friend and when it could be presenting a problem.
- Client Solutions Spotting Red Flags: Discover key considerations when clients seek solutions, ensuring you navigate their needs effectively.
- Choosing the Right Tool: Uncover crucial factors to keep in mind when selecting a new software tool for your business.
- Managing Multiple Data Sources: Gain insights into seamlessly working with various data sources for optimal efficiency.
- Succession Planning for Tool Adoption: Learn strategies for smooth succession planning, ensuring other staff seamlessly integrate the chosen tool.
- Internal vs External Reporting: Understand the nuances of reporting internally versus externally, and what factors to consider for each.
- Financial & Non-Financial Reporting: Master the art of combining financial and non-financial reporting, leveraging raw Excel data with financial insights.
- 2024 Trends: Cash Flow Forecasting for SMBs: Stay ahead of the curve with insights into 2024 trends, particularly the growing importance of cash flow forecasting for small to medium-sized businesses.
Register now to future-proof your practice! Don't miss this opportunity to gain expert guidance from Josh Wilson and valuable insights from advisory advocate Alex Bull.
