First of all, our brand new foundation level helps you transition your thinking from accountant to advisor. It's free and takes you through all the basics. We'll get you set up to use our forecasting and reporting software to help your clients and their businesses. We'll make sure you know what your clients need from you, and how you can extend your learning with higher certification levels.
Our forecasting software will be one of your most powerful tools as an advisor. Learn basic forecasting and master advanced methods. You will cover trend predictions, 3-way cash flow forecasting, forecasting vs actuals, scenario planning, non-financial data and complex modelling.
Being able to report on the health of your client's finances is crucial. Do more for your clients and their business by improving your reports with live dashboards and real-time data. This level teaches customer reporting, live dashboards, month-end processes, PDF report creation, and more.
To truly become an advisor you'll need to put both your new accountancy software and polished advisory skills to the test. Discover the best way to rollout advisory internally and scale externally, in the smoothest way possible. Our practice level will get you ready to lead the accountancy to advisory revolution in your firm.
- This covers the basics of using Futrli as an Advisory tool. Get your team CPD certified today.
- There is skill in forecasting as an operation tool. An essential skill for any advisor.
- Leverage the power of real time dashboards & printed reports that set you apart from the crowd.
- Software is not a silver bullet. Use our proven strategies to improve client retention and profitability.