20/1/21 - Episode 48

On today's podcast Jo Wood and Zoe Whitman were joined by Founder & CEO of Futrli, Hannah Dawson.

"Hannah is the founder and CEO of Futrli. Having bought a pub in Devon when she was 26 and nearly losing it after not forecasting VAT properly, she understands small business worries and pressures. She founded Futrli with a mission to empower business owners with simple, yet robust and instant forecasting software, so that they can make the best decisions and fulfil their ambitions."

Hannah says, "Futrli has developed Predict, the world's first instant, hybrid forecasting software for Xero and QuickBooks online. Leveraging this next gen technology, we have launched Predict + Practice Software which analyses an entire firm's portfolio in order to risk assess, opportunity assess, segment and prioritise their client base. With 2021 being more uncertain than 2020, for many small businesses, due to all of the loan and tax repayments that are about to kick in, now is the time to let us do this work for you, and give you a plan of attack for your entire team today and beyond."

They discussed: How bookkeepers can introduce the idea of advisory to their clients The cost of buying the software How much we can charge clients for advisory services Whether or not advisory is only for big clients What qualifications and experience is needed before offering this How we know when we're offering a good advisory service

They also touched on Bookkeepers' Bootcamp which is a free event for bookkeepers' scheduled to take place 22nd-28th March 2021 you can sign up here: www.6figurebookkeeper.com/bootcamp

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You can connect with Zoe Whitman on Instagram: _zoewhitman Jo Wood: www.linkedin.com/in/jowood1

Here is the website for Futrli: https://www.futrli.com/