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.

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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?

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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.

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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.

Meet the Speakers

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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

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.

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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

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.

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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