Free Webinar: Thursday, 21st September, 2pm (UK)

Mastering cash flow clarity: A deep dive into data fundamentals

Join us on September 21st at 2pm as we sit down with Futrli’s Head of Advice, Dan Daly, and the accounting expert and author of “The Human Firm,” Will Farnell.

 

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.

 

By improving existing processes, learn how to take confidence in performing fast, reliable, and in-depth forecasts in a fraction of the time it takes with traditional methods.

 

Discover how:

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Discover new methods to increase client touchpoints and improve data collection. 

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Grow your advisory portfolio with effective forecasts. 

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Learn how to automate forecasting processes. 

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Save time on every forecast for every client. 

 

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? 

Join us on September 21st at 2pm as we sit down with Futrli’s Head of Advice, Dan Daly, and the accounting expert and author of “The Human Firm,” Will Farnell.

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. By improving existing processes, learn how to take confidence in performing fast, reliable, and in-depth forecasts in a fraction of the time it takes with traditional methods. 

  • Discover new methods to increase client touchpoints and improve data collection. 
  • Grow your advisory portfolio with effective forecasts. 
  • Learn how to automate forecasting processes. 
  • Save time on every forecast for every client. 

The Speakers

Will-Farnell-stroke

Will Farnell

Chairman of Farnell Clarke and author of 'The Digital Firm'

Will Farnell is the Chairman and founder of Farnell Clarke. When he set up Farnell Clarke in 2007, he was determined to make accountancy as simple and easy as possible for clients.

Now, having been at the cutting edge of tech adoption at his firm, he has made it his mission to share his challenges and successes with others in the field. You can read about his experiences in his book The Digital Firm, and he is releasing his new book The Human Firm this year.

Dan-Daly,-Head-of-Advice

Dan Daly

Head 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 2023