Case Study: SRJ Walker Wayland boosts CFO reporting efficiency with Spotlight Reporting

SRJ Walker Wayland saves 6–8 hours per client each month with Spotlight Reporting

SRJ Walker Wayland, an Australian accounting and advisory firm, faced a challenge with inefficient and time-consuming reporting for its CFO Solutions division. The team was frustrated by relying on multiple tools and manual data entry in spreadsheets to create forecasts and KPI reports for clients, especially those with multiple business entities. This prompted Partner Tracy Johnson to seek a faster, more efficient solution, leading to the discovery of Spotlight Reporting.

By implementing Spotlight Reporting, the firm gained a seamless solution that integrated with Xero. The platform allowed for quick setup and the generation of white-labelled, visually impressive reports. This resulted in quantifiable time savings of 6-8 hours per month per client and increased team efficiency. Spotlight Reporting enabled SRJ Walker Wayland to recover costs, boost its profitability, and provide higher-value advisory services to its growing base of larger clients.

SRJ Walker Wayland