00
Days
00
Hours
00
Minutes
00
Seconds
Learn how to make everyone a forecasting hero in your team ⭐ FREE webinar: Sign up
Register Now!
Free Webinars:
19th February, 11:00 AM - 12:00 PM (UK)

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.

Register Today

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

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

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

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

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

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