Ron Pearson

Customer Operations Executive
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Born in Somerset. Studied Molecular Biology in London. Mooched about in Bristol for a while. Now smashing it out the park in Brighton. I have been working in Customer Success and SaaS for a few years now and love working directly with clients to make them as successful as possible. When I'm not doing everything that I possibly can to help Futrli customers then you'll probably find me playing American folk music or wasting my money on vinyl.

Blog Posts

Our must have apps for businesses

It's a digital world! What's part of your tech stack? No matter which industry or team you're in, we've got a recommendation for you

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5 things your business plan must have

When you’re getting started, it’s important to set out your intentions for your company, but also to inject some of your personality into your plan. Your business plan will take you time and thought – and that’s a good thing. Nail what you’ve set out to do in the introduction to keep your reader or […]

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Tech: maker or breaker of productivity?

Does technology really benefit your business? Does it make you lazy and distracted? Or is it helpful and productive?

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Why do business owners leave their accountants?

1. Accountants not understanding the client business This doesn’t need to be complicated, but there are questions that need asking. How is your forecast looking this year? How did you perform against it last year? Business owners are sometimes let down by their accountant so this is your opportunity to step in and win their […]

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We’ve increased our connectivity with our new MYOB Integration

We’re excited to announce our newest integration with MYOB AccountRight! Benefit from: Quicker syncing: MYOB users no longer have to upload data manually, instead you can enjoy instant syncs Risk reduction: risk factors are removed as all your data stays in the cloud Our new integration service will fetch data, in this case from MYOB AccountRight, and […]

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How to perfect your small business recruitment strategy

Managing people requires you to keep an eye on multiple moving parts. One of the trickiest of those parts? Recruitment. It is expensive, time-consuming, and disappointingly often accompanied by a low success rate.

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Stop selling to clients, start advising them - Futrli

The core of advisory is the relationship between client and accountant. It’s not about selling. Relationships must be built and maintained for you to really add value and start to advise your clients. Meeting once a year for compliance reasons is a thing of the past.

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Learning to Use Sales Forecasting for Small Businesses

It's a small business owner's dream to make their company grow. But, when the economy is challenging and resources are scarce, how can small businesses manage? One answer is forecasting sales. Forecasting sales has been used by small businesses for decades as a way to stay in touch with what potential sales could be like over the next 6-12 months. It's not easy to forecast sales but this blog post will provide you with definitions as well as some basic "How To" information about using this technique so that you can start doing it yourself!

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Time is money: a speedy guide to quick time management strategies for accountants

In an industry where time is, quite literally, money, what can you do to save time and increase your productivity?

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3 ways to give clients a 360° view of their business

Forecasting Cloud-based forecasting shows you under the hood of a company, in real-time. That’s exactly what your clients need to move forward confidently. Each department and area of your business needs constant monitoring. Pulling data in from the cloud means information is accurate.

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How we put a price on Futrli and our advisory services - Aptus Accounting and Advisory

Rebecca Mihalic and James Solomons are Directors of Aptus Accounting and Advisory and here Rebecca shares some insight into their pricing strategy.

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6 financial reporting mistakes that kill business growth

Sometimes financial reporting goes very wrong. This blog lists the 6 worst financial reporting mistakes you need to avoid for a healthy business.

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Tips to Increase Your Financial Awareness with Xero: How and Why Small Businesses Can Use Their Account for Cash Flow Forecasting

Many small businesses struggle with cash flow forecasting. It can be hard to keep up with the day-to-day management of your business and stay on top of what's coming in, what you owe, and how much money is going out. If you are using Xero then you're already head and shoulders above a lot of small business owners. Xero is used around the world by thousands of accountants and bookkeepers, and for good reason.

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Have you tried our management reports or printable PDFs?

Futrli is a platform to facilitate having a conversation with your clients, effortlessly. We have hundreds of templates that are ready to go, straight out of the box for all your management reporting needs. You can customize them as and when you need to.

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What is an Effective Annual Interest Rate? Small Businesses Can Learn All About It

You can't be a successful business without an understanding of interest rates. But they're not always easy to understand because there's so much confusing financial jargon and acronyms floating around out there these days, which is why we want you to learn how the EAR works before it becomes too important for your company. In this blog, we're going to attempt to illuminate some of these points for you!

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How to avoid mistakes when reporting

Cloud automation significantly reduces risk factors in reporting. Using Futrli’s flexible date options when reporting you can quickly and simply select the appropriate date range for your report, and know the data is correct.

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5 Reasons to Implement Cloud Accounting Software Now

We speak to a lot of accountants here at Futrli. A lot of accountants. You are all unique and beautiful people but there is a common thread through almost all of the conversations that we have around implementing new cloud accounting software solutions. Time.Time is the biggest roadblock to accountants at the moment (and probably always will be). However, the time to act is invariably now - here’s...

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6 Ways to Fix a Negative Cash Flow

Sometimes it feels like cash is always going out and never coming in. Even if sales are high, it can seem like the company's cash position is dwindling. Keeping an eye on the cash flow is one of the most important things you can do as a small business owner, but it's also something that many people take for granted. This blog post will explore some common causes for negative cash flow and offer tips on how to fix them so you don't have to worry about running out!

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Why business advisors need to focus on forecasting:

Cashflow forecasting allows you to effortlessly change the focus of client conversations from the past to the present and future. Every company needs a budget, a forecast and monitoring of KPIs which alongside this information will give you the best window into the data of a companies financial health.

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5 uncertainties business owners face: are you forecasting change?

The uncertainty of the economy and unstable markets has placed many business owners in a difficult position. It's hard to know what will happen and how you can prepare for it, which is why we've compiled this list of uncertainties that all entrepreneurs face. If you're uncertain about what your next steps should be, take a look at these five things that may help shape your decision-making process going forward.

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How to Choose the Right Business Loan

Choosing the right business loan can be a stressful and daunting experience. Different products, confusing terminology, and varying interest rates can make it difficult to know where to begin.

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Trends vs Accuracy when Forecasting

Complete accuracy is not required when it comes to KPI reporting, scenario planning, and even a cash flow forecast. It goes without saying that accuracy is the ultimate goal for all accountants, but achieving said accuracy often requires a level of detail that isn’t always forthcoming from your clients.

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Top 4 Travel and Tourism KPIs

The tourism industry can be a challenging one to measure KPIs (Key Performance Indicators) for. You must ensure you keep your standards high to make sure customers return, and keep track of many moving parts. Tourism is an ever-growing industry with new people coming in all the time. With so many different offerings, it’s hard not to get lost in reporting metrics and never know which ones are most important for your success.

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7 Different Options for Funding for Small Businesses: Which One is Right For You?

Is a lack of cash stopping your small business from growing according to plan? Do you have a great business idea that you are excited to start but need funding? You're not alone. As a business owner, you may struggle with finding the right funding option for your growing small business. That's why we put together this guide on 7 different funding options available, including lending and financing as well as crowdfunding and angel investment. Read on to find out more about these options so you can choose the one that best meets your needs!

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4 Common Cash Flow Mistakes to Avoid at All Costs - A Guide for Small Business Owners

There is one thing that every small business owner should be focusing on, and that's cash flow. But when you're juggling everything else in your life - kids, a spouse, work - it can be easy to make mistakes with your finances. However, these errors can lead to serious consequences for your company as well as the rest of your life. As they say, knowledge is power… With that in mind, here are the main cash flow mistakes we hear about from our community of business owners and advisors, which you can now avoid at all costs.

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Boost Your Cash Flow

It’s no secret that small businesses are the backbone of our economy. In fact, 98% of all U.S. employers are small businesses and they employ 54% of the workforce! That means there is a lot on the line for these entrepreneurs to make it work, but cloud-based apps can help them achieve their goals without breaking a sweat (or going broke). From bookkeeping to cash flow forecasting, small business accounting software is helping small businesses across the world sleep easier at night and boost their cash flow.

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Managing your business: how to increase free cash flow for your business with Futrli

When you're running a small business, cash flow is always an issue. It's not just about the money coming in; it's also about the money going out. If your spending exceeds your sales, then there isn't any room for error or growth. This guide will help you take control of your cash flow by using Futrli, an online tool that offers real-time reporting and forecasting for all aspects of managing your business - from capital expenditures to receivables and payables.

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The Smart Way to Manage Your Cash Flow

Starting a small business is exciting, but it can also be stressful. There are so many things to think about! You need to make sure you have enough cash flow for your company, and that's where Futrli comes in. Our small business software makes cash flow forecasting easier than ever before because we take care of all the hard work for you.

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How to Forecast for Cash Flow and Cut Your Costs Using Cloud Technology

You've just opened your own business and you're wondering how to forecast cash flow. You want to make sure that you can plan for the future and stay on top of your finances so that your business doesn't suffer when times get tough. And, it's not just about forecasting - you also need a system in place to ensure that cash is coming in and going out as expected. How are you supposed to keep track of all this information?

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7 Cash Flow for Small Businesses Myths Debunked - Teaching Small Businesses About Cash Flow

Setting up and running your own small business can be an exciting time, but it comes with its fair share of stress. 90% of small businesses in the UK that fails every year are taken down by cash flow problems. In Australia, 40% fail due to inadequate cash flow or high cash use. Knowledge is power, so don’t fall prey to these common myths about business cash flow and get on top of your cash flow management.

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Cash Flow and Cash Management for Small Businesses: A Comprehensive Guide

As an entrepreneur, you might have many questions about small business cash flow and cash management. How much money do I need? When should I pay for things? Should I be keeping my funds in the bank or investing them elsewhere? The purpose of this article is to answer all your questions so that you can make sound financial decisions for your small business.

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6 Warning Signs of Financial Stress in Your Business: How Small Businesses Can Tell if they are Heading Into Uncertainty

It's a difficult time for small businesses. With the economy in its current state, it can be hard to tell if your business is heading into financial uncertainty or not. Stress takes its toll on the best of us but it can have a negative impact on anything from staff care to a reduced quality of your product to a further reaching effect on your loved ones or you as a person. In turn, this can make cash flow struggles even more serious. This blog post discusses 6 warning signs that may signal you are going down the wrong path and need to make some changes before it's too late!

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