Beyond the Numbers: Helping Clients Look Ahead (and Charging for It!)
As a bookkeeper or accountant, you do so much more than just balance the books, but are you getting paid for the real value you bring?
Join us on April 30th at 12:00 PM with Paul Clarke (Ookkee), Jo Wood & Zoe Whitman (6 Figure Bookkeeper) & Tim Burrow (Futrli) to discover how you can move beyond compliance and start offering future-focused planning, while making it a profitable part of your business.
This webinar isn’t about adding more to your plate. It’s about working smarter, helping clients make better decisions, and building a stronger business for yourself.
Register Today
In this session, you’ll learn how to:
How to stop giving away your insights for free: Recognise the value of your expertise and confidently charge for forecasting and advisory services.
How to make future planning easy: See how Paul Clarke helps his clients look ahead using simple, effective tools and strategies.
How to use Futrli to do the heavy lifting: Learn how Futrli automates forecasting, cash flow planning, and reporting to save you time and help your clients thrive.
The Speakers
With six years of experience in the accountancy industry as well as a breadth of financial risk knowledge, Tim has supported practices in navigating through digitisation, value proposition and customer success plans.
Tim is well placed to give advice to accountants on providing the best customer experience for their clients.
As an entrepreneur himself, Paul knows how difficult it can be to run a business without the necessary support, especially around the area of accounting and the numbers that drive business KPI’s.
That’s why he founded Ookkee – an outsourced bookkeeping service with a difference. Unlike traditional firms that simply process the numbers, Ookkee takes a business-minded approach, providing the expertise and guidance needed to empower companies to grown and succeed.
Zoe is passionate about helping women in business set ambitious financial targets so they can achieve their life goals. Zoe helps her clients set goals they are excited by, giving them renewed confidence and focus in life and business. As a qualified accountant, author, and mother, Zoe understands the balancing act of business and parenthood that you face every day.
Zoe’s the author of "Know Your Numbers" and the bestselling "The Bookkeeper Rises." She regularly writes for industry press, speaks at accounting events and you can listen to Zoe every week on The Bookkeepers’ Podcast.
Jo is an award-winning bookkeeper and previously owned Jo Wood Virtual FD Ltd, a multi-six figure bookkeeping practice that she sold in August 2023.
Jo is an influencer in the bookkeeping and accounting world, she represents the voice of bookkeepers on the Xero Partner Advisory Council and helps shape conversations about changes in the bookkeeping profession by speaking at industry events. Jo uses her experience of rapidly building a successful virtual business from home to educate and inspire other bookkeeping professionals.
What our customers are saying
“It's a kick-ass cash flow forecasting software because it works beautifully.”
“The Futrli team have been fantastic. The platform has been beneficial to both my practice and my clients.”