Free Webinar: 7th December, 11am (UK)

Bringing Bookkeeping Data to Life: Mastering Cash Flow Clarity

How are you performing forecasts with your clients? Could bad data be holding your forecasts back? Do you want to perform incisive cash flow forecasts and empower your clients to make the best business decisions?

In this exclusive webinar, we will delve into the all-important topic of cash flow forecasting and its significance for your clients. We will discuss the impact of good data on your forecasts and the processes you can implement today to ensure your clients’ data is captured, processed, and presented in the most effective manner.

Topics covered include:

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Understanding the importance of cash flow forecasting
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Recognising the value of accurate data
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Strategies for introducing a more lucrative service offering by using your regular bookkeeping and compliance touchpoints
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Exploring the tech solutions that support your forecasts
tick Exploring the tech solutions that support your forecasts

 

Register Today

About the webinar

How are you performing forecasts with your clients? Could bad data be holding your forecasts back? Do you want to perform incisive cash flow forecasts and empower your clients to make the best business decisions?

In this exclusive webinar, we will delve into the all-important topic of cash flow forecasting and its significance for your clients. We will discuss the impact of good data on your forecasts and the processes you can implement today to ensure your clients’ data is captured, processed, and presented in the most effective manner. Topics covered include:

  • Understanding the importance of cash flow forecasting
  • Recognising the value of accurate data
  • Strategies for introducing a more lucrative service offering by using your regular bookkeeping and compliance touchpoints
  • Embracing the 'always on' data flow, from compliance to forecasting and reporting
  • Exploring the tech solutions that support your forecasts

The Speakers

Paul-clarke-final

Paul Clarke

Founder, Ookkee

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.
Dan-Daly,-Head-of-Advice

Dan Daly

Director of Advice, Futrli by Sage

Having started out in accountancy, back in 2004, Dan became a qualified accountant whilst working for Spofforths LLP, a regional practice in Sussex which later merged with Kreston Reeves and subsequently became a top 30 UK accountancy firm. 

Having worked in accountancy practice himself for over 16 years, he is familiar with the challenges faced in scaling advisory and is using those experiences to support our partners moving forwards.

What our customers are saying

Willem
“It's a kick-ass cash flow forecasting software because it works beautifully.”

Willem Harrhoff, DoughGetters

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

Sharon Hirsch, Argus Accounting

Futrli by Sage 2022