Lunch & Learn - How to Simplify Financial Forecasting & Reporting with Futrli
As an accountant, you already provide a solid foundation of security for your clients’ financial world.
But what if you could take that one step further? What if you could give your clients the confidence, they need to make smarter, future-focused decisions?
By expanding your skills and offering even more value (especially for your small business clients) you’ll stand out from the crowd and be seen as truly indispensable.
Join Tim Burrow for a lunch & learn session, where he’ll break down forecasting and reporting in a way that’s easy to understand and immediately actionable.
Register Today
Key takeaways:
Use cash flow forecasts to give clients crystal-clear insights into their financial health
Create tailored reports with over 60 templates and automated options
How to integrate non-financial data to track the metrics that matter to your clients
Empower your clients toward financial success while expanding your service offerings
The Speakers
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.”