Discover industry leading webinars

Management Reporting and Forecasting – the Ultimate Guide

November 13, 2024

SMEs are increasingly seeking more advanced services, with this growing demand. There's never been a better time to expand your accounting service offerings and capitalise on these opportunities.

Top 10 common cashflow hurdles your clients face

October 23, 2024

If there’s one thing that all SMEs should prioritise, it’s their cash flow. Generating a positive cash flow allows SMEs to keep the lights on, pay staff and suppliers, navigate turbulent economic waters, and take advantage of potential growth opportunities.

Boost your Bookkeeping Services with Cashflow Forecasting, Reporting, and Data-Driven Insights

October 15, 2024

Bookkeepers, are you leaving money on the table? You're the ones closest to the numbers, with a deep understanding of your clients' finances. But are you truly maximising this strategic advantage?

ICB Member's Guide to Supercharging Client Experience with Forecasting & Reporting

October 2, 2024

Our expert will guide you through the process, showing you how to deliver reports with ease that communicate effectively with stakeholders and are designed to help you make informed strategic decisions.

Creating your first management report with Futrli

September 12, 2024

Join us as we're hosting a webinar where you'll learn how to create your first management report with Futrli – a game-changer when it comes to reporting. ‍ Our expert will guide you through the process, showing you how to deliver reports with ease that communicate effectively with stakeholders and are designed to help you make informed strategic decisions.

Hassle-free consolidations: The how-to guide for business owners and accountants

August 21, 2024

Consolidations can be a complex beast, taking so much time for business owners and their accountants to get right that no time is left to focus on your business strategy.

Creating your first forecast with Futrli

June 19, 2024

Join us as we explore the art of building forecasts, and gain an understanding of the critical role that cash flow forecasts play in providing financial clarity to your clients. We will demonstrate how Futrli can help you to create real-time, comprehensive forecasts in less than a minute.

Future Planning for your clients... AND charging for it

May 23, 2024

Discover why Futrli is the ultimate win-win software for your profitability and ensuring your clients' businesses are future-proofed.

Mastering Tomorrow's Finances: Futrli by Sage - A Journey of Innovation and Cash Flow Forecasting Excellence

Join Hannah Dawson, CEO & Founder, Futrli by Sage and Helen Cockle, Senior Director, Sage for a short and insightful session on the remarkable journey of Futrli since its acquisition by Sage 2 years ago. ‍

Numbers with impact: The game-changing force of management reports

February 12, 2024

Discover the pivotal role of management reports in steering small businesses towards strategic success. Delve into the relationship between management reports and client decision-making and create reports that are not just informative, but transformative. 

Saving money while making money: Bookkeeping firm puts £25,000 back in client’s pocket while scaling advisory

January 23, 2024

Join us as we sit down with Paul Clarke, co-founder of bookkeeping firm Ookkee to discuss how cash flow administration has not only empowered clients to make the best business decisions but makes more money for their firm.

Why You Need to Offer Forecasting as Part of Your Core Services

January 19, 2024

In today's ever-changing business landscape, understanding the challenges your clients face is vital for success. Cash flow forecasting is essential to mitigating the potentially negative effects of these events on small business clients.

Advisory made simple: Unlock the true value of cash flow forecasts

December 12, 2023

In the third of 3 immersive workshops: "Unlock the True Value of Cash Flow Forecasts" step up your forecasting knowledge and learn how to implement better forecasting strategies.

Bringing Bookkeeping Data to Life: Mastering Cash Flow Clarity

December 7, 2023

The impact of good data on your forecasts and the processes you can implement today to ensure your clients’ data is captured, processed, and presented in the most effective manner.

Advisory made simple: From transactions to transformations

November 28, 2023

In the second of 3 immersive workshops, join us to learn how to use the Futrli dashboard to your advantage.

Accounting & Bookkeeping Evolution: Elevate Your Practice

October 26, 2023

Futrli are delighted to introduce the first of three immersive workshops: "The Advisory Leap", in partnership with Laura Day-Henderson.

Strategies for Accounting Transformation: From Compliance to Consultation

October 16, 2023

Understand the essential skills and competencies required to navigate from traditional compliance-oriented roles to more strategic advisory positions.

Strategies to Double Practice Value Without Client Expansion

October 5, 2023

In this exclusive workshop, learn how to unlock the profitable potential of advisory services and strengthen your leadership skills.

Empowering Accountants: Unleashing Value & Revenue with Futrli's Health Check Approach

September 26, 2023

Join us as we delve into the exciting possibilities that Futrli's cutting-edge technology offers accountants.

Mastering cash flow clarity: A deep dive into data fundamentals

September 21, 2023

Learn how to take confidence in performing fast, reliable, and in-depth forecasts with Will Farnell.

Empower Your Clients: Leveraging Scenario Modeling and Predictive Forecasts for Success

September 12, 2023

Join us to discuss the value of an efficient, all in one client onboarding and engagement solution.

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

September 5, 2023

In this exclusive webinar, Amanda C. Watts, founder and CEO of Oompf, lets us in on her 5 steps to leverage advisory in your accounting firm.

Business toolkit: Cashflow, and how to make it work for me

August 29, 2023

In this exclusive workshop, we will delve into the critical topic of monitoring cash flow and its significance for small business owners.

Seamless Onboarding with Expert Insights: A World-Class Client Engagement

August 24, 2023

Listen in as we discuss the value of an efficient, all in one client onboarding and engagement solution.

Guiding Accountants in Transitioning from Compliance Work to Advisory Roles

August 22, 2023

Find out more about making a successful transition from traditional compliance-oriented roles to more strategic advisory positions.

Even Better Together: Three Apps That Will Transform Your Income, Efficiency, and Client Value

August 8, 2023

Explore how Futrli, GoProposal, and AutoEntry can accelerate the impact they make by combining together to supercharge your firm.

Unlocking Financial Excellence: Strategies and Tools to Take Your Practice To The Next Level

August 1, 2023

Hear from our Head of Sales - APAC as we delve into the strategies and tools necessary to achieve financial excellence in your business.

Next-Generation Advisory Excel vs. Tech Solutions

July 26, 2023

Discover how software solutions can enhance the capabilities of Excel and gain valuable tips and tricks when transitioning to a software solution.

Double the value of your practice without adding new clients

July 20, 2023

Discover how to guide your team to turn compliance work into high-value advisory services and amplify your firm's value.

Saving money while making money: Ookkee puts £25,000 back in client’s pocket while scaling advisory

July 13, 2023

Discover how Ookkee uses cash flow administration to empower clients to make the best business decisions and make more money for the firm.

Revolutionising Bookkeeping: Tech Based Forecasting Solutions for Deeper Client Engagement

July 6, 2023

Find out how More than Bookkeeping uses tech-based forecasting solutions to help advisors engage with clients on a deeper level.

Navigating Client Resistance and Driving Successful Advisory Services

June 26, 2023

Gain valuable insights and practical strategies to navigate client resistance, communicate effectively, and drive successful advisory services.

The Evolution of Advisory: From Excel to Software Solutions with Futrli

June 22, 2023

Futrli's panel of experts explore software options that eliminate Excel challenges to improve overall efficiency and allow for scalable advisory.

Start, Scale or Systemise Your Advisory Business with Futrli

June 6, 2023

Learn how to introduce advisory services to your clients, gain insights on how much to charge, and learn about the reports you need to create.

Fast Data: How Accountants Can Ensure Powerful Data Drives Decisions

May 25, 2023

From processes to philosophy, the expert panel examine the flow of data and the incredible ways it makes for better business and client management.

Business Survival: How to advise clients through cash flow challenges

May 16, 2023

Join us as we discuss how cash flow planning for your clients will help them survive the tough times ahead.

Human-led Advisory Services: Changing the Conversation with Your Clients

April 27, 2023

Thinking beyond traditional accounting services, this webinar explores how accountants can focus on human-led advisory services.

Using Compliance Calendar to Drive Your Advisory Offering: Strategies for Success

April 18, 2023

Will Farnell unpacks how simple-to-use advancements in tech are opening the door to value-adding advisory.

Silicon Valley Bank: How to stress test and perform exposure analysis with forecasting

April 13, 2023

Join us as we discuss the implications of the Silicon Valley Bank crash for SMEs and how to include stress testing and exposure analysis within your forecasting.

Forecasting: Mini Masterclass

April 3, 2023

In the second of our masterclass series, we’ll take you through forecasting.

5 Steps to Successful Advisory Services

March 26, 2023

As technology automates traditional accounting tasks, accountants must focus on delivering higher-value advisory services.

Accountants’ Guide Navigating your clients through the Spring Budget with Scenario Modelling

March 22, 2023

Firms must consider the implications of the chancellor’s fiscal plans and visualise various financial realities of the future.

Reporting: Mini Masterclass

March 20, 2023

In the first in a series of ‘how-to’ webinars, we’ll guide you through key principles to make impactful reports with effortless ease.

Making advisory services a key source of your revenue in 2023

February 28, 2023

From cash flow forecasting and pricing, to restructuring for efficiency gains and managing rising costs, it all falls under advisory.

How Accounts and Legal doubled income in 1 year with advanced advisory offerings

February 9, 2023

Find out how Accounts and Legal doubled both their revenue and staff by focusing in on delivering a valued advisory offering to their clients.

10 Common Cash Flow Forecast Hurdles

January 24, 2023

If there’s one thing that all small and medium-sized enterprises (SMEs) should prioritise, it’s their cash flow.

How to enhance advisory services with scenario modelling and predictive forecasts

November 29, 2022

Every firm should be planning for best and worst-case scenarios for themselves and their clients in order to make more informed decisions.

Getting the most out of your firm's digital ecosystem

November 9, 2022

This webinar will offer a practical roadmap for improving compliance and advisory services, giving you the headspace to develop client communications and engagement.

From pouring pints to forecasting heights: A small business owner's journey

December 14, 2022

Upon opening a brown letter from the HMRC one day, Hannah was confronted with an unexpected bill containing an eye-watering sum to be paid immediately.

Powerful Reporting Made EASY - Drag & Drop

November 8, 2022

Build reports that are meaningful to you and make the most out of your financial data. Find out more by watching this recording.

Mitigating the impacts of inflation within your practice

October 18, 2022

There’s no doubt that you’re working your socks off to ensure the longevity of your firm, but you also need to eliminate major cash flow concerns.