Advisory Services: The Future of Accounting

Rents, energy prices and inflation are all up. Staff shortages are stagnating businesses. It’s a daunting time for UK businesses right now.

Firms across the country are making the shift from compliance to advisory, from the technical to the strategic.

The breadth of experience accountants gain from working with numerous clientis too valuable a resource to not be offered at scale to every client. 

Within this guide, we’ll cover:

  • Getting started with advisory services
  • Where to start scaling
  • Why your clients need advisory services now more than ever
  • How to enhance your advisory service offerings
  • Beating the misconceptions
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"Futrli is a powerful, intuitive, and easy to use application that helps me add to the value I give my clients whether it be metrics, financial reporting, or cash flow projection. The staff are very responsive and super helpful. I highly recommend to accountants and CPAs that need a powerful tool to help them provide insight into their client's business."

George Ballis
Expedient Accounting

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"Great software that helps explain what is happening with the figures. You can build charts, and graphics, import non financial data and bring the reports to life which is great for providing advisory services."

Eliot Tylerwaddington
Tyler-Waddington Accounting

Don't just provide your clients with a forecast - Predict their future.

Want to find out more?

Sales and spend is analyzed

Predict makes this easy by instantly generating predictions across the sales, costs of sales and expense accounts.

It automatically analyzes every single historical transaction in each account line to understanding customer behaviours, trends, seasonality, COVID anomalies, cash impact & more.

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Payments are analyzed

Predict analyses each customer to create a live prediction for their future payments so you know their impact on the business.

Any outstanding or due invoices/bills are automatically brought into Predict from Xero or QBO every day. These can be easily managed for short term cash management.

Due invoices and bills for short-term cash flow

If you see the cash impact of changing the payment dates of bills that are owed, or invoices that are due, you can help your clients to get control, change arrangements and stay afloat.

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Sales tax is accurately predicted

Every prediction has the most accurate sales tax calculations possible. And on top of that there is a live prediction of the next payment or if a refund is due.

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Client thinking about launching a new service or product?

Accurately predict sales ramp, costs, expenses and revenue

Expanding their team?

Easy PAYE forecasting including all benefits & hiring costs

Launching a marketing campaign?

Model conversion rates, PPC spend across all social platforms

Want to expand into further sites or offices?

Add rates, fees, expenses and revenue lines instantly
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Add to predictions with your own ideas about the future

Repeating forecasts
Use when you want to see the impact of a repeating amounts on the bottom line

Unit forecasts
Use when you want to forecast a new product, service or price change's sales or costs

Freestyle forecasts
Enter simple monthly figures for increases or decreases in revenue or spend

Complex journals are automated

Predict looks for journals in your client's accounting data and creates future journals for each of them, automatically.

Journals
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Reporting

Access pre-built report templates or build your own using the drag and drop canvas. Add limitless charts, graphs, tables and text boxes for reporting flexibility. 

Our customers get amazing results

Thousands of accountants trust Futrli to help them reach their business goals

Willem
“It's a kick-ass app because it works beautifully.”

Willem Harrhoff, DoughGetters

Sharon
“Futrli have been fantastic and Predict has been beneficial to both my practice and my clients.”

Sharon Hirsch, Argus Accounting

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