How to Set the Foundation for Advisory Success

December 11, 2018 Matt Bunston

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:


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About the Author

Matt Bunston

Matt is the Australian Country Manager at Hubdoc. He is a graduate of the University of British Columbia where he majored in History. He’s obsessed with music and sports – he believes it’s a healthy obsession.

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