From Bookkeeper to Business Planner: Selling Financial Insights with Confidence
Finding it hard to sell advisory services to your clients?
Struggling to explain the value or hearing “I’ll think about it” far too often? It doesn’t have to be that way.
Join our webinar to discover how reframing advisory as “business planning” can make it easier to sell, resonate with clients, and drive results for their businesses and yours. Zoe Whitman, Jo Wood, and Chris Jovic will share their tried-and-tested strategies to help you position, price, and confidently sell these services.
Advisory services don’t need to feel abstract or hard to explain. This session will show you how to make business planning tangible, valuable, and an essential part of your offering.
Register Today
Key takeaways:
How to sell business planning as a solution clients can’t say no to
Simple ways to explain the value of business planning without overwhelming clients
How to package and price business planning to reflect its worth
Using Futrli to showcase the power of real-time insights and forecasts
The Speakers
Chris is a seasoned professional with extensive experience in managerial and leadership positions within the hospitality, retail, and sales sectors, both in small and large organisations. Throughout his career, he has successfully tackled various challenges in these industries.
Currently serving as the Sales Team Lead at Futrli, Chris is passionate about helping businesses and accountants thrive.
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.
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.
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.”