This document provides an overview of a meeting between an accountant and their client. It includes an agenda for the meeting covering discussing business goals, key issues, reviewing financial results, and discussing next steps. The agenda also includes reviewing processes around invoicing, quotes, margins, and taxes. After the meeting, the accountant will provide a summary of assigned actions, owners of those actions, and timeframes for completion. The accountant will then follow up on the assigned actions and continue providing advice, education, and tools to help the business owner improve their business processes and financial management.

1. Danelle Whaanga
Customer Success Manager
Matt Wilkinson
CEO & Founder, BIZINK

2. In doing so, we make
accountants and their advice
proactive, relevant and useful.
This leads to better outcomes
for SMB’s everywhere.
We build software and partner
with accountants to make this
happen.
We exist to transform
the accounting industry.

3. What we will cover today
What to do before a meeting
Questions to ask your clients
Helpful software and tools
What happens after the meeting

4. Ideal clients, high
margin, exciting work,
engaged staff, paying
promptly
IRD – Provisional Tax / GST Filing
Staff issues
Client Crises
Regulators – Companies Office / NZX
Systems
Natural Events / Disasters
Clarity on “Ideal client”

5. Set up the meeting
Context is Key
Simple clarity for a business owner looking to understand
where where they’re headed
Time and place allows all interested parties to attend
Send them an agenda prior – at least 24 hours.
Homework is important but not at the detriment of the
meeting.

6. Agenda
1. Confirm Context
2. Agree Agenda
3. Key issues – ask again – what is mission critical last
month, next month – contributors or distractions
4. Review results - Spotlight output – Dashboard / Report
5. Discuss key issues / findings / objectives
6. Summarize, assign actions people and timeframes,
agree next meeting

7. BUSINESS
1.
2.
3.
PERSONA
L
1.
2.
3.
FINANCI
AL
1.
2.
3.

8. Best Practice Mindset
What do you want from your Accountant
vs.
What are you looking to achieve
Can you afford not to know the impact of your business
decisions before you make them
Educate a client on the importance of your role as Trusted
Adviser, and continually deliver / demonstrate

9. CONTEXT
Small Electrical business – Mum & Dad SME
Set up Mid 2015 - a few opportunities good timing
Tech Juniors – paper based & manual
Business “babies” – “how much do we need to put aside
for tax?”
Education required – How to run a business 101
Revenue / Profit, Cash & Tax
Process, Margin, Efficiency

10. Agenda
1. Discuss Business Goals
2. Key issues – Invoicing Processes
3. Review results – Spotlight Dashboard
4. Discuss key issues – Quotes, Margins, & Invoicing
5. Summarize, assign actions and timeframes, agree next
meeting

11. Budgets
Process
Quotes
Tax Planning
Recordkeeping
Tax Planning
Budget
Education
Business 101
Cash Cycles
Cashflows
Awareness
Education

12. What happens after meeting
Summary must be sent which includes; Actions,
Owners, & Timeframes
Follow up, Follow up, Follow up
Create / Use Templates & technology

13. Follow up
1. Discuss Business Goals
Revenue targets – staffing resources / process efficiency
2. Key issues – Invoicing Processes
Automated invoicing from Quote to payment - end to end solution
3. Review results – Spotlight Dashboard
Revenue Growth strong and opex consistent and well managed resulting in favorable
cash position for business
4. Discuss key issues – Quotes, Margins, & Invoicing
Automated solution for quoting will ensure easy view of pipeline. Integration with
supplier will ensure stronger stock and margin controls. Immediate invoicing should be
achievable and payment terms conveyed with client. Deposits / Payment terms for
larger jobs to be considered.
5. Summarize, assign actions and timeframes, agree next meeting
Owner A & B to review and streamline Invoicing
Owner A & B to investigate integrated system – Simpro / Fergus
Accountant to prepare Budget & Cashflow Forecast est around $XX for next meeting
Accountant to work with Owner B to streamline Xero Bookkeeping – book a time

14. Getting Started is easy
A free 28 day trial available –
Super VCFO option available for Advisory partners
looking to scale fast
SPECIAL OFFER 50% discount 2 months on
SVCFO packages
Visit www.spotlightreporting.com

15. Quick APP Tour:

16. Any questions?