Accountants
Up to date accounting news for growing firms
Advisory Services: the Future of Accounting
Advisory is the future of the accounting profession. Read how to make changes in the profession work for your firm.
Spring-Clean your Firm’s Digital Ecosystem
Creating new habits can happen at any time of the year. Take the opportunity to check in with your firm’s digital ecosystem and implement good habits.
5 ways to sell your clients on advisory services
Accountancy firms need to act quickly to ensure that they offer their clients a range of advisory services, move with new trends, and increase revenue sources.
Futrli's guide to the Accounting Rate of Return (ARR)
Read our guide to the Accounting Rate of Return (ARR), why it is useful, and how to calculate it.
Save valuable time with Futrli Alerts
Our automated alerts are here to make your life simpler. Benefit from: Real-time: 24/7 monitoring Easy: Alerts delivered in-app or via email Branded: If you choose to white label with us At a glance: Alerts dashboard across your clients Integrated: Receive via Xero HQ if you prefer Efficient: Free up time to add more value […]
How to find the Perfect Accounting Services for Small Businesses
Why do business owners leave their accountants?
1. Accountants not understanding the client business This doesn’t need to be complicated, but there are questions that need asking. How is your forecast looking this year? How did you perform against it last year? Business owners are sometimes let down by their accountant so this is your opportunity to step in and win their […]
Stop selling to clients, start advising them - Futrli
The core of advisory is the relationship between client and accountant. It’s not about selling. Relationships must be built and maintained for you to really add value and start to advise your clients. Meeting once a year for compliance reasons is a thing of the past.
Perfecting your client acquisition strategy for your accountancy firm
Expand your books, perfect the ultimate client acquisition strategy for your firm.
Creating the perfect client retention program for your accountancy firm
Cross-selling, up-selling and providing good service! Create a client retention program for your firm.
Time is money: a speedy guide to quick time management strategies for accountants
In an industry where time is, quite literally, money, what can you do to save time and increase your productivity?
Developing your firm’s marketing strategy to position your advisory services
We’ve successfully helped hundreds of accountants embark on their advisory journeys and advance their capabilities. But, it’s not as easy as flipping a switch. How you position your new way of working will impact how open your clients will be to taking up your advisory services.
3 ways to give clients a 360° view of their business
Forecasting Cloud-based forecasting shows you under the hood of a company, in real-time. That’s exactly what your clients need to move forward confidently. Each department and area of your business needs constant monitoring. Pulling data in from the cloud means information is accurate.
How finance can help your firm maintain a healthy cashflow
Funding Options CEO Conrad Ford gives us some top tips as to how finance can help you maintain a healthy cash flow. Maintaining good cash flow is vital for every business. In the day-to-day running of your firm, it can be difficult to make sure you’ve got enough cash available to cover outgoing expenses.
How we put a price on Futrli and our advisory services - Aptus Accounting and Advisory
Rebecca Mihalic and James Solomons are Directors of Aptus Accounting and Advisory and here Rebecca shares some insight into their pricing strategy.
What happens when you start thinking ‘What if’? An introduction to scenario planning
Your clients ask 'what if' every day. Now, you can ask it too. Give your clients the data-led advice they need to make thier decisions.
8 advisory trends to watch in 2020
As we shoot towards 2020, it’s important to understand what lies ahead. Here’s our roundup of advisory trends that will surface in the coming year.
5 Reasons to Implement Cloud Accounting Software Now
We speak to a lot of accountants here at Futrli. A lot of accountants. You are all unique and beautiful people but there is a common thread through almost all of the conversations that we have around implementing new cloud accounting software solutions. Time.Time is the biggest roadblock to accountants at the moment (and probably always will be). However, the time to act is invariably now - here’s...
You need Predict in your practice (now) because it’s the world’s best instant forecasting software for…
You need Predict in your practice (now) because it’s the world’s best instant forecasting software for…Accuracy over the short term and beyond Every small business (yes we mean every)Protecting compliance revenue (yes, genuinely)Identifying funding needs in time, responsiblyWinning new business Big claims, but all true. Read on to make your mind up…
An interview with an accounting legend generating 50% of fees through advisory accounting.
If you have a tea break, spare 15 minutes to learn from an accounting legend about how he and his firm work with clients, consult, price services, set up systems, and as a result, how they are now generating 50% of their fees from advising their small businesses.
Deliver a customer-centric strategy:
Customer-centric accounting firms are winning over compliance-centric ones. Accounting customers are often tricky folk (as you're talking about money) so establishing best practice for your firm is essential. Use this guide to differentiate your service offering by putting your client experience first.
Bounce Back Series: How Graeme Tennick focused on strategy for clients and grew his accounting firm during lockdown
In our latest Bounce Back article, Graeme Tennick, founder of Graeme Tennick & Co Accountants, based in the North East, explains how a commitment to going beyond compliance has helped the firm grow rapidly during 2020.
