We’ve created a global panel of
Cloud Advisors to help you.
They use and know FUTRLI and they are driving genuine value back into this industry. Most importantly, we’ve witnessed the success they are seeing with their clients and team and they’ve agreed to share!
Everything I wish I’d known before I rolled out advisory services with FUTRLI
Three years ago an accounting firm in Melbourne, Australia, Morrows, attended a Xero introductory event and debated moving its practice to the cloud. Fast forward to 2016 and they’ve just won the 100% Xero Award at Xerocon South. The core motivation for moving to the cloud? You guessed it, to automate the back-end so they can be advisors and work with their clients on growing their business by looking to the future. In this session, Josie Attard, Senior Accountant & our Cloud Advisor, will share EVERYTHING with you. What’s worked, what didn’t and what she’d do differently if she could rewind the clock.
Learn this 7 part advisor framework to help you move from compliance to continuous advice
You can’t follow a script to be an advisor. However, if you know these 7 core components of a business, you’ll be able to pivot any conversation with an existing client into value for them and an increased fee for you. In this session you’ll learn tips from securing the meeting to how to manoeuvre the conversation into their business pain points and how you can help. Adam will share how he uses FUTRLI to prove value to the business and turn this into increased fees.
Key Predictive Indicators V Key Performance Indicators. How to look ahead to drive performance
Paul Shrimpling is an entrepreneur who currently runs the consultancy firm, The Remarkable Practice, which focuses on helping accountants to grow.
Paul’s early KPI experience is forged in the reality of building a £1m family manufacturing business from scratch. And then, when it all went horribly wrong, in just 13 weeks, Paul turned it around again and prepared it for sale thanks to the practical use of KPIs – Key PREDICTIVE (not performance!) Indicators. We want to help you to work with clients on looking ahead and KPIs so we thought this was a brilliant starting point. To help you, we’ll practically discuss some KPIs that you can use in your own firm to drive growth and see the impact it can make. Once you’re hooked, we know you’ll want to help your clients focus on their KPIs too!
How do you commercialise Advisory services? Aptus Advisors share how they did it with FUTRLI
Co-Founders, Rebecca Mihalic and James Solomons (Head of Accounting for Xero, Australia), reveal how they increased their revenue in 3 simple steps that you can easily copy. You won’t need to set aside hours to do this, we’re breaking it down and making it easy, even if you are so busy you need an 8 day week! Don’t miss this…
How do you use today’s news to market & sell advisory services?
Every single day there are thousands of events around the world that make the news and then there’s the local stuff too. What’s your take on it? What do clients need to look out for?
Woah there, is this sounding difficult already? We thought so BUT IT DOESN”T NEED TO BE! Karen Reyburn, MD of the Profitable Firm, and Amy Harris, Co-Founder, will demonstrate how easy it is to market your firm and sell advisory services using what’s happening in the world around you.
Don’t miss this session if you want some fresh ideas!
Our global panel of industry experts are leaders in their field...
James is the Head of Accounting for Xero in Australia and he runs his own practice, Aptus Advisory. He is a champion for business owners and delivers true advisory services that make a difference.
An entrepreneurial Chief Financial Officer based in London, Suzanne specialises in in-depth analysis of business performance. She thinks outside the box and is brilliant at highlighting possible areas of improvement and suggesting subsequent solution initiatives. She has also founded and launched tech and clothing businesses.
As co-founder and director of Aptus Accounting & Advisory, Rebecca develops strong relationships with her clients by advising them on much more than just tax. At Aptus, there is no one size fits all and the team leverages cloud technology to be able to provide customised services that go well beyond compliance.
Adam is the National Advisory Partner and Advisory National Leader for BDO New Zealand. He specialises in business consultancy and works with a wide-ranging client base on high level business management, structuring, and tax planning.
Karen Reyburn is a creative-minded individual who specialises in online marketing for accountancy firms. A former accountant (and a Certified Public Accountant in the States), Karen now assists accountancy firms with understanding and using online marketing to get more leads.
For 14 years Paul and his Remarkable Practice team have worked exclusively with the owners and managers of accountancy firms. Helping them overcome the difficulties of running an accountancy business and making the most of the opportunities they face.
With a career spanning sales, operation and banking, Manoli has a passion for growing businesses. He is now a partner of RWCA, a 60 year old accounting practice in New Zealand. Manoli is responsible for future proofing the business by innovating through product and service.
Josie is incredibly passionate about helping SMEs focus on the future and develop strategies which are underpinned by technology and new ways of working. After 14 years of being what she describes as an "archaic accountant" she discovered the cloud.