Financial Planning

We help you fit the pieces together


What are your plans for the next 12 months? Is your team working towards KPIs with access to real-time information for decision making and course correction? Do you need growth funding or to control cashflow?

Think of a budget like your printed roadmap telling you how to get from A-B and your forecast as your sat-nav for immediate course correction.

So many accountants don’t advise, they’ll give you a history lesson on what happened in the past. We prefer to help you look up and ahead. That’s why we are fully Certified Business Advisors with FUTRLI - the most advanced platform on the market to help you control cashflow and accelerate growth.

Who is it for?

  • You!
  • Your team
  • Bank Managers
  • Investors
  • Everyone..this was designed to bring the numbers to life, better results and less effort

How does it work?

  • FUTRLI works with all accounting software but it auto-syncs daily with Xero and QuickBooks Online.
  • FUTRLI analyses every transaction from cloud accounting software (it’s not just historical information)
  • It’s updated automatically, daily, so reports and performance against budget is always up-to-date and effortless
  • You can slice and dice your business data any way you like with flexible design options and daily, weekly, monthly, annual reporting and custom periods for example
  • Works wherever you are - an app on your phone or online

How do I get started?

There is no time like the present! Right now, there might be an opportunity we can leverage for better financial efficiency in your business. Get in touch and we'll design a Board to get us started.

Let’s try this quick quiz!

  • What’s your net income?
  • What is your gross profit?
  • How are you doing in comparison to last month? Or your budget?
  • How much are you spending on wages versus income?
  • How’s your cashflow looking?

We will get FUTRLI set up for you and your team so you have the answer to all this and more, in seconds. It’s your business and we will make sure the information you need is relevant to you.

How can we help you?

  • 3-way cashflow forecasting: we can set budgets, compare what-if scenarios,visualise your performance against targets and more!
  • Flexible reporting: we will design your own view of the past, present or future. It works for any industry/KPI. We can create Boards (Reports) for you, your shareholders, your team etc
  • Understanding the business, inside out, effortlessly so you can turn insights into action.

Interested in talking to us?

Book a call