Episode 48 - Advisory for Bookkeepers

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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
Resources:
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About us
We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide.
Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us.
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Connect
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The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.