Management Reporting and Forecasting – the Ultimate Guide

You've seen the trend - clients are expecting more sophisticated services from their accountants.

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But as exemplified by the recent success of Paul Clarke from Ookkee, those who enhance their financial analysis capabilities and refine their reporting expertise are commanding premium fees and building stronger, lasting relationships with clients.

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SMEs are increasingly seeking more advanced services including cash flow forecasting and other comprehensive reporting services, which are easier to provide than you think.

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With this growing demand, there's never been a better time to expand your accounting service offerings and capitalise on these opportunities.

Meet the Speakers

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In this session, you’ll learn how to:

Understand the growing demand for cashflow reporting & reporting services among SMEs and how to identify it

Unlock new revenue streams and strengthen client relationships with financial analysis and reporting

Deliver consistent, value-packed financial reports that clients crave

Use Futrli's advanced reporting and forecasting capabilities and take your services to the next level

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

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.

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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

Chris joined Sage having been a partner at a top 100 accountancy firm. He brings nearly 20 years of hands-on experience and strategic insight of the profession, coupled with an infectious enthusiasm in the adoption of technology and Business Intelligence to improve reporting and drive innovation in the SME sector.

Chris Downing

Director for Accountants and Bookkeepers

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