Free Webinar: Tuesday, 5th September, 2:00pm (UK)

Confidence, Clarity, and Cash: 5 Steps to Scaling Your Advisory

What do we mean when we talk about scaling advisory? What methods should we use to grow as a practice in a sustainable way? How can we make advisory tasks more manageable?

In this exclusive webinar, Amanda will be letting us in on her 5 steps to leverage advisory in your accounting firm. We will explore how building new advisory-focussed processes within your firm and rolling out services can play a crucial role in how you run your practice in the future. By understanding and mastering these processes yourself, you can gain confidence in your work as a future-thinking accountant.

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Learn Amanda’s 5 step guide to leveraging advisory in your firm

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Discover how to spend less time poring over financial information and more time in front of clients

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Gain valuable insights into how you can use technology in your firm to be more efficient, profitable, and drive client value

 

Register Today

About the webinar

What do we mean when we talk about scaling advisory? What methods should we use to grow as a practice in a sustainable way? How can we make advisory tasks more manageable?

In this exclusive webinar, Amanda will be letting us in on her 5 steps to leverage advisory in your accounting firm. We will explore how building new advisory-focussed processes within your firm and rolling out services can play a crucial role in how you run your practice in the future. By understanding and mastering these processes yourself, you can gain confidence in your work as a future-thinking accountant.

  • Learn Amanda’s 5 step guide to leveraging advisory in your firm
  • Discover how to spend less time poring over financial information and more time in front of clients
  • Gain valuable insights into how you can use technology in your firm to be more efficient, profitable, and drive client value

 

The Speakers

Dan-Daly,-Head-of-Advice

Dan Daly

Head of Advice, Futrli

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.

Amanda-watts-nostroke

Amanda C. Watts

Founder & CEO, Oompf

Amanda is on a mission to uplevel the accounting profession.

She helps firms market, sell and deliver advisory services and create a scalable practice, catapulting your revenue and giving you the ability to work a 4 day week.  


Since 2009 Amanda has worked with over 3000 practices across 23 countries. She’s a highly regarded keynote speaker, Amazon bestseller, creator of world-class training courses, and co-founder of UPLEVEL - the highly acclaimed marketing and sales software for accounting firms. 


Her clients are some of the fastest growing, award-winning accounting firms around.

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