About the webinar

Are you an accountant or a bookkeeper seeking to elevate your practice to new heights? Do you find yourself buried under the weight of compliance tasks, and want to take on a more impactful and fulfilling role in your clients' financial journey?  

On the 26^th of October at 3pm, Futrli are delighted to introduce the first of three immersive workshops: "The Advisory Leap". Partnering with us is Laura Day-Henderson, founder of More Than Bookkeeping, a bookkeeping and training service specialised in transforming bookkeepers into cutting-edge advisors.

In our first session, we will cover:

• Introduction to Advisory Excellence: Delve into the core principles of advisory services and discover how they can revolutionise your role with your clients. Learn how to break free from the limitations of traditional accounting practices and take charge of your journey toward becoming an indispensable advisor.
• From Compliance to Consultation: Gain insights into why the landscape is changing and why clients now value strategic advice more than ever. Understand how shifting your focus from compliance-heavy tasks to strategic consultation can not only elevate your practice but also deepen your client relationships.
• Harnessing Technology for Advisory: Explore the tools and technologies that can streamline your advisory services and amplify your impact. Discover how to leverage data analytics and algorithm driven insights to provide value-added services that set you apart.
• Client-Centric Approach: Learn how to identify your clients' unique needs, aspirations, and pain points. Develop the skills to craft personalised advisory solutions that empower your clients to make informed financial decisions and achieve their goals.