Accountants

How Deborah Whitaker from Not Just Numbers Uses Forecasting to Transform Small Businesses

In a recent webinar, Deborah (Debbie) Whitaker, Founder and Director of Not Just Numbers, shared her approach to delivering effective forecasting services.

3 Apps to beat accounting blues and scale your firm

Chris Downing catches up with three accounting app innovators to discuss the apps that they have developed that directly help accountants.

Where most prediction software falls short

Tread carefully when looking for prediction software. Find out how to dig deeper into your predictions with the tools that count.

Empowering Accountants: How to Embrace Uncertainty with Futrli

The future is far from certain. Find out how Futrli helps accountants wade their way through murky, grey, “This might happen”-type scenarios.

The 7 reasons why SMEs struggle with cash flow management

Find out the 7 major reasons why your clients’ businesses struggle to achieve a positive, healthy, consistent cash flow.

Take clients from compliance to scenario planning in five steps

Scenario planning helps your clients imagine different environments or realities in the future, guiding the plans and decisions your clients make.

Flash reports and why to build them

This short guide covers what Flash Reports are and how you could use them as a speedy solution for your clients’ reporting needs.

Advisory Services: the Future of Accounting

Advisory is the future of the accounting profession. Read how to make changes in the profession work for your firm.

Spring-Clean your Firm’s Digital Ecosystem

Creating new habits can happen at any time of the year. Take the opportunity to check in with your firm’s digital ecosystem and implement good habits.

5 ways to sell your clients on advisory services

Accountancy firms need to act quickly to ensure that they offer their clients a range of advisory services, move with new trends, and increase revenue sources.

Futrli's guide to the Accounting Rate of Return (ARR)

Read our guide to the Accounting Rate of Return (ARR), why it is useful, and how to calculate it.

Save valuable time with Futrli Alerts

Our automated alerts are here to make your life simpler. Benefit from: Real-time: 24/7 monitoring Easy: Alerts delivered in-app or via email Branded: If you choose to white label with us At a glance: Alerts dashboard across your clients Integrated: Receive via Xero HQ if you prefer Efficient: Free up time to add more value […]

How to find the Perfect Accounting Services for Small Businesses

Why do business owners leave their accountants?

1. Accountants not understanding the client business This doesn’t need to be complicated, but there are questions that need asking. How is your forecast looking this year? How did you perform against it last year? Business owners are sometimes let down by their accountant so this is your opportunity to step in and win their […]

Stop selling to clients, start advising them - Futrli

The core of advisory is the relationship between client and accountant. It’s not about selling. Relationships must be built and maintained for you to really add value and start to advise your clients. Meeting once a year for compliance reasons is a thing of the past.

Perfecting your client acquisition strategy for your accountancy firm

Expand your books, perfect the ultimate client acquisition strategy for your firm.

Creating the perfect client retention program for your accountancy firm

Cross-selling, up-selling and providing good service! Create a client retention program for your firm.

Time is money: a speedy guide to quick time management strategies for accountants

In an industry where time is, quite literally, money, what can you do to save time and increase your productivity?

Developing your firm’s marketing strategy to position your advisory services

We’ve successfully helped hundreds of accountants embark on their advisory journeys and advance their capabilities. But, it’s not as easy as flipping a switch. How you position your new way of working will impact how open your clients will be to taking up your advisory services.

3 ways to give clients a 360° view of their business

Forecasting Cloud-based forecasting shows you under the hood of a company, in real-time. That’s exactly what your clients need to move forward confidently. Each department and area of your business needs constant monitoring. Pulling data in from the cloud means information is accurate.

How finance can help your firm maintain a healthy cashflow

Funding Options CEO Conrad Ford gives us some top tips as to how finance can help you maintain a healthy cash flow. Maintaining good cash flow is vital for every business. In the day-to-day running of your firm, it can be difficult to make sure you’ve got enough cash available to cover outgoing expenses.

How we put a price on Futrli and our advisory services - Aptus Accounting and Advisory

Rebecca Mihalic and James Solomons are Directors of Aptus Accounting and Advisory and here Rebecca shares some insight into their pricing strategy.