How to Make Financial Forecasting Effortless for Your Team
Transforming your team into advisory experts can feel daunting, especially when you’re already balancing tight schedules and demanding clients. You might be thinking, “I don’t have time to train my team for something so complex.”
But what if you could give your team the tools to interpret financial data, provide meaningful insights, and confidently deliver advisory services, all through a practical and achievable approach?
This webinar is designed to help you build a team skilled in delivering advisory services, offering actionable strategies to upskill your team, implement effective tools like Futrli, and foster a culture that prioritises collaboration and client growth.
We will be speaking with Paul Clarke, who has successfully trained his team at Ookkee to deliver and sell advisory services, you’ll learn practical steps to replicate his success in your own firm.
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You'll learn how to:
Help your team turn financial data into actionable insights for clients
Give your team the tools to position and sell advisory as a must-have service
Use Futrli to make forecasting and reporting easy and impactful
Build a team that thrives on collaboration and continuous growth
The Speakers
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.
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.
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.”