Accountants

How to sell accounting advisory services and add value

Discover how to sell accounting advisory services and add value with strategic insights. Learn practical tips and success stories, and leverage Futrli tools.

5 tips on how to train your accountant staff to deliver advisory services

As compliance work becomes increasingly automated, clients seek more value from their accountants. Here’s how to train staff on how to deliver advisory services

Why accountants need to embrace advisory (and how to sell it effectively)

Automation and artificial intelligence are transforming accounting. Advisory work is emerging as the next step for accountants looking to stay relevant.

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)

Learn about the Accounting Rate of Return (ARR), its importance, and how to calculate it for better investment decisions in our comprehensive guide.

How to find the Perfect Accounting Services for Small Businesses

Why do business owners leave their accountants?

Explore why business owners leave their accountants and learn strategies to improve client relationships and enhance service retention.

Perfecting your client acquisition strategy for your accountancy firm

Enhance your accountancy firm's growth with a targeted client acquisition strategy. Learn effective steps to attract and retain new clients.

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

Explore effective time management strategies for accountants. Boost productivity and streamline tasks with practical tips and insights.

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.

What happens when you start thinking ‘What if’? An introduction to scenario planning

Your clients ask 'what if' every day. Now, you can ask it too. Give your clients the data-led advice they need to make thier decisions.

8 advisory trends to watch in 2020

As we shoot towards 2020, it’s important to understand what lies ahead. Here’s our roundup of advisory trends that will surface in the coming year.