Could bad data be holding your forecasts back? If you want to perform incisive cash flow forecasts and empower your clients to make the best business decisions, you need to have a focus on data quality. In this webinar, we will delve into the impact of good data on your cash flow forecasting. We will consider the processes you can implement today to ensure your clients’ data is captured, processed, and presented in the most effective manner, and look at how Futrli can help.
Dan Daly, Head of Advice, Futrli by SageHaving started out in accountancy, back in 2004, Dan became a qualified accountant whilst working for Spofforths LLP, a regional practice in Sussex which later merged with Kreston Reeves and subsequently became a top 30 UK accountancy firm. Having worked in accountancy practice himself for over 16 years, he is familiar with the challenges faced in scaling advisory and is using those experiences to support our partners moving forward.
Paul Clarke, Founder, OokkeeAs 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. 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.
ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to one hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.
A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.
Futrli by Sage offer the ultimate advisory platform. Through using thousands of algorithms that process clients’ financial data, Futrli’s software creates accurate 3-year rolling cash flow forecasts, budgets and scenario plans.
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The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.
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