Forecasting to Funding: Why Businesses Need Your Expertise More Than Ever
In today’s climate, every business needs clear financial direction, whether they’re scaling rapidly or facing mounting pressure.
As an accountant or bookkeeper, you’re perfectly positioned to provide it. But to move from compliance to real impact, you need the right tools, the right timing, and a repeatable process that delivers value without draining your time.
In this practical, insight-packed webinar, Phil Hobden (Sage) and Ron Pearson (Swoop) will show you how to take clients from uncertainty to clarity, using powerful forecasting and funding tools that position you as their go-to advisor.
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Takeaways:
Spot opportunities and red flags early: Use Futrli to run fast, insightful health checks across your client base. Easily segment businesses that are thriving or struggling, so you can focus your support where it matters most.
Forecast for clarity and confident decision-making: Guide your clients through scenario planning to help them understand their options, stay in control, and act with confidence, whatever the market throws at them.
Unlock the right funding, at the right time: Learn how to turn forecast insights into proactive funding support using Swoop, giving clients a lifeline or a launchpad when they need it most.
Streamline your advisory workflow: Discover a simple, repeatable process: Health Check → Forecast → Funding → Growth/Rescue. Real tools, real outcomes, and a scalable way to deepen your client relationships.
The Speakers
Customer Success Manager at Swoop and Ex-Head of Customer Success Futrli, has over 5 years experience building advisory processes with accountants from conception to delivery. He's also an excellent chef.
Phil Hobden is a fintech and financial services expert with over 15 years of experience working with leading firms including NatWest, Wolters Kluwer, and Visma.
Phil has worked with over 60% of the UK Top 100 accountancy firms across his career as well as key PE backed acquirers, mid-tier practices, and niche /boutique consultancies across the UK, South Africa, and beyond - helping them future-proof operations, transform their tech stacks and launch standout services for the SMB market.
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.”