Free Workshop: 28th November, 2:00pm (UK)

Advisory made simple: From transactions to transformations

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 28th of November at 2pm, Futrli are delighted to introduce the second of three immersive workshops: "From Transactions to Transformations" you can learn how to use the Futrli dashboard to your advantage (If you didn’t make the first workshop, no worries! The second workshop will be appropriate for everyone).

In this  session, we will cover:

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 The data quality imperative: Discover why accurate, consistent, detailed, and complete bookkeeping data is the foundation of effective advisory services.
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Strategies for data excellence: Gain valuable insights into practical strategies for improving the quality of your bookkeeping data.
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Transformational advisory: Understand how data quality not only elevates your advisory practice but also deepens client relationships.
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Futrli features in action: Experience firsthand how to use Futrli to leverage high-quality data to drive insights through cutting-edge features such as forecasts, predictions, and performance dashboards.

 

Register Today

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?

In the second of 3 immersive workshops: "From Transactions to Transformations" you can learn how to use the Futrli dashboard to your advantage (If you didn’t make the first workshop, no worries! The second workshop will be appropriate for everyone.)

Partnering with Futrli is Laura Day-Henderson, founder of More Than Bookkeeping, a bookkeeping and training service specialising in transforming bookkeepers into cutting-edge advisors.

  • The data quality imperative: Discover why accurate, consistent, detailed, and complete bookkeeping data is the foundation of effective advisory services. We'll delve into the real-world impact of data quality on your advisory capabilities.
  • Strategies for data excellence: Gain valuable insights into practical strategies for improving the quality of your bookkeeping data. Learn how to overcome common data challenges and enhance the accuracy and completeness of your records.
  • Transformational advisory: Understand how data quality not only elevates your advisory practice but also deepens client relationships. Learn how Futrli solutions position you as a trusted advisor, guiding clients toward financial success.
  • Futrli features in action: Experience firsthand how to use Futrli to leverage high-quality data to drive insights through cutting-edge features such as forecasts, predictions, and performance dashboards. See how these tools empower you to be a source of forward-thinking guidance to your clients.

The Speakers

Laura-day-henderson

Laura Day-Henderson 

Founder, More than Bookkeeping

Laura Day-Henderson is the founder of ‘More Than Bookkeeping’ which provides bookkeepers and accountants with the mentoring, support and training they require to confidently and effectively provide business owners with the crucial information, insights and guidance they require to build a more profitable, sustainable and thriving business.

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