Join us on the 6th of June at 2pm (Canberra, Melbourne, Sydney), as we sit down with Emily Singh, Customer Success Manager and Jess Bulafkin Head of Sales - APAC, Futrli by Sage to discuss how the Futrli platform can help grow and scale your advisory practice.
Let us take you through the successful advisory tips and tricks that we see in the industry:
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Budget creation and scenario modelling |
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Cash flow analysis: Implement methods to streamline your clients’ costs and optimise cash reserves |
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Monthly Tracking & Quarterly Reporting - Not just pretty pictures |
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Industry tips, tricks, positioning & steps for success |
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Cash flow analysis: Implement methods to streamline your clients’ costs and optimise cash reserves |
Join us on the 6th of June at 2pm (Canberra, Melbourne, Sydney), as we sit down with Emily Singh, Customer Success Manager and Jess Bulafkin Head of Sales - APAC, Futrli by Sage to discuss how the Futrli platform can help grow and scale your advisory practice.
Perfect if you’re starting out on your advisory journey or a seasoned veteran. Join us to learn relevant, applicable and industry-leading methods.
Learn how to introduce advisory services to your clients. Gain insights on how much to charge. Learn about the reports you need to create.
All your questions answered in session!
Let us take you through the successful advisory tips and tricks that we see in the industry:
Jess is a SaaS sales specialist with extensive experience across SMB’s & SME’s. Technology is at the heart of everything that moves him, especially the ability to harness technology in order to provide better value to his clients.
He has vast experience and knowledge of the Accounting industry in the Asia Pacific region. Specifically around software solutions, technology, app-stack’s and the cloud. As a former business owner, Jess understands how critical, accurate cash flow forecasting can be for a business and believes every business should have one.
As a skilled SaaS Customer Success Manager, Emily is passionate about training, sharing knowledge and embracing technology to help businesses thrive.
“It's a kick-ass cash flow forecasting software because it works beautifully.”
Willem Harrhoff, DoughGetters
“The Futrli team have been fantastic. The platform has been beneficial to both my practice and my clients.”
Sharon Hirsch, Argus Accounting