Decoding Your Clients’ Financial Reports: What Their Numbers Really Mean with Futrli

When it comes to financial reporting, it's not just about crunching numbers – it's about uncovering the real story behind the data.

Sarah Smith works at JS. Business Advisory, and she faced a familiar struggle. It included manual data aggregation, lack of real-time analysis, soul-crushing workloads, and disjointed collaboration. Sound familiar?

These hurdles stopped her firm from delivering the high-impact services that their clients wanted and deserved. Until they discovered Futrli.

With Futrli's bespoke reporting capabilities, JS transformed their approach and introduced a 'digital systems health check' package to elevate their ongoing advice and support.

Join Sarah Smith, Ron Pearson, and Will Farnell on 20 June at 11:00 BST as they reveal:

• How to identify the KPI’s that really matter – the ones that give you a crystal-clear picture of your clients' business health.

• How to create branded and tailored reports, personalised to specific businesses, ensuring relevant insights are readily available.

• The power of drag-and-drop functionality to create effortless reports in a fraction of the time.

• Strategies to help you translate those complex numbers into compelling narratives that resonate with your clients and drive informed decision-making.

Speakers:

Ron Pearson, Senior Practice Experience Manager at Sage

 As Senior Practice Experience Manager at Sage, Ron has built up a team focused on supporting accountants deliver maximum client value through the Futrli platform.

 He has 3 years of in-depth knowledge of working with accountants to use cloud accounting software to drive insight-based conversations with their clients and provide maximum value for both accountant and client.

Sarah Smith, Digital Services Manager at JS (Jackson Stephen LLP)

Joining JS in 1998 and earning her ACCA qualifications by 2006, Sarah has dedicated herself to assisting clients in navigating their operational challenges. Through the use of digital tools, she enables business owners to access real-time information, maximising their digital potential and facilitating informed strategic decisions.

With a genuine passion for helping her clients, Sarah is committed to empowering them to achieve their aspirations, all underpinned by the transformative power of digital solutions.

Will Farnell, Co-Founder of App Advisory Plus and Founder of Farnell Clarke Limited

Will Farnell is founder of Farnell Clarke, one of the first 100% cloud-based firms globally way back on 2009. Will is also co-founder of App Advisory Plus and author of The Digital Firm and the more recent book The Human Firm published by Sage. Will is a respected speaker and mentor to accounting firms globally.