Prepare your practice for advisory success in 2019 and beyond!
Many modern accounting and bookkeeping firms are working to move beyond compliance and offer valuable advisory services to their clients (such as performance benchmarking, virtual CFO services, app advisory, and so on).
To offer quality advisory services, however, you must first ensure your firm has the right processes and technology in place.
In this webinar, we show you how Hubdoc and Futrli can help you set the foundation for advisory success.
Watch to learn:
- How to automate document collection and data entry with Hubdoc
- How to efficiently manage reporting and forecasting with Futrli
- How to capture real-time data and set the foundation for advisory success
During the webinar, we provided a few additional resources – please find them below:
- List of Hubdoc automated connections – Explore Hubdoc's full list of connections with suppliers, utilities, and banks.
- Free Hubdoc account – Accounting and bookkeeping firms are eligible for a free Hubdoc partner account. Book a demo here!
- Futrli promotion - Get 25% off for 6 months if you register by 31 December 2018!
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About the Author
More Content by Matt Bunston
