Case Study: Synergee accelerates advisory growth with Spotlight Reporting

Synergee boosts advisory fees from £2,000 to £8,000 with Spotlight Reporting

Synergee, a firm of chartered accountants and business advisers, sought to enhance its advisory services and drive client growth in an increasingly competitive and price-sensitive market. To empower its clients with better decision-making, Synergee implemented the reporting and forecasting solutions from Spotlight Reporting.

Spotlight Reporting provided the backbone for Synergee's advisory offering, notably its Sat Nav for Business service. The solution streamlined forecasting, enabled powerful scenario planning, and consolidated financial and non-financial data into digestible reports for clients. This allowed Synergee to demonstrate immense value, transforming compliance clients into advisory clients and increasing annual fees significantly, for example from £2,000 to £8,000 per annum. Spotlight Reporting empowered Synergee's clients to make better decisions and was a key driver for the firm's own growth.

Synergee