Management Reporting and Forecasting – the Ultimate Guide
You've seen the trend - clients are expecting more sophisticated services from their accountants.
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.
SMEs are increasingly seeking more advanced services including cash flow forecasting and other comprehensive reporting services, which are easier to provide than you think.
With this growing demand, there's never been a better time to expand your accounting service offerings and capitalise on these opportunities.
Register Today
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
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.
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.
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.”