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🚀 Management Reporting and Forecasting – the Ultimate Guide
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Free Webinar:
30th April, 12:00 PM - 1:00 PM (UK)

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

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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

Gerty Bester is an accountant by trade but a technologist by nature, seamlessly blending her expertise in accounting with a passion for innovation. With a career spanning continents, she has delivered award-winning products and championed sustainable solutions.

At Sage, Gerty played a pivotal role in the launch of Sage for Accountants and contributed significantly to building Sage’s MTD ITSA solution, helping businesses adapt to evolving regulatory demands. Now, she focuses on carbon accounting and ESG solutions at Sage Earth, guiding businesses on their journey to net zero. Known for her collaborative approach, Gerty combines strategic thinking with a commitment to mentoring others and fostering creative problem-solving. In her spare time, she enjoys inventing, reading, and the occasional bit of wordplay.

Gerty Bester
Enterprise Relationship Manager
,
Sage

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. 

Tim Burrow
Hybrid Practice Success Manager
,
Sage

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.

Paul Clarke
Founder
,
Ookkee

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.

Zoe Whitman
Co-Founder
,
The 6 Figure Bookkeeper

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.

Jo Wood
Director
,
The 6 Figure Bookkeeper

What our customers are saying

“It's a kick-ass cash flow forecasting software because it works beautifully.”

Willem Harrhoff
Director, DoughGetters

“The Futrli team have been fantastic. The platform has been beneficial to both my practice and my clients.”

Sharon Hirsch
Director, Argus Accounting