Management Reporting and Forecasting – the Ultimate Guide

You've seen the trend - clients are expecting more sophisticated services from their accountants.

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But as exemplified by the recent success of Paul Clarke from Ookkee, those who enhance their financial analysis capabilities and refine their reporting expertise are commanding premium fees and building stronger, lasting relationships with clients.

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SMEs are increasingly seeking more advanced services including cash flow forecasting and other comprehensive reporting services, which are easier to provide than you think.

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With this growing demand, there's never been a better time to expand your accounting service offerings and capitalise on these opportunities.

Meet the Speakers

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In this session, you’ll learn how to:

Understand the growing demand for cashflow reporting & reporting services among SMEs and how to identify it

Unlock new revenue streams and strengthen client relationships with financial analysis and reporting

Deliver consistent, value-packed financial reports that clients crave

Use Futrli's advanced reporting and forecasting capabilities and take your services to the next level

The Speakers

Zoe is passionate about helping women in business set ambitious financial targets so they can achieve their life goals. Zoe helps her clients set goals they are excited by, giving them renewed confidence and focus in life and business. As a qualified accountant, author, and mother, Zoe understands the balancing act of business and parenthood that you face every day.

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Zoe’s the author of "Know Your Numbers" and the bestselling "The Bookkeeper Rises." She regularly writes for industry press, speaks at accounting events and you can listen to Zoe every week on The Bookkeepers’ Podcast.

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Zoe Whitman

Co-Founder

The 6 Figure Bookkeeper

As an entrepreneur himself, Paul knows how difficult it can be to run a business without the necessary support, especially around the area of accounting and the numbers that drive business KPI’s.

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That’s why he founded Ookkee – an outsourced bookkeeping service with a difference. Unlike traditional firms that simply process the numbers, Ookkee takes a business-minded approach, providing the expertise and guidance needed to empower companies to grown and succeed.

Paul Clarke

Founder

Ookkee

Chris joined Sage having been a partner at a top 100 accountancy firm. He brings nearly 20 years of hands-on experience and strategic insight of the profession, coupled with an infectious enthusiasm in the adoption of technology and Business Intelligence to improve reporting and drive innovation in the SME sector.

Chris Downing

Director for Accountants and Bookkeepers

Sage

What our customers are saying

“It's a kick-ass cash flow forecasting software because it works beautifully.”

Willem Harrhoff

Director, DoughGetters

“The Futrli team have been fantastic. The platform has been beneficial to both my practice and my clients.”

Sharon Hirsch

Director, Argus Accounting