Case Study: Astute Advisory Group strengthens advisory services with Futrli

Astute Advisory Group puts Futrli at the front of advisory as revenue shifts to 80% advisory

Astute Advisory Group, a Brisbane-based accounting firm, faced the challenge of rebranding and streamlining its advisory services, which had grown to 80% of its offerings. Founder Sandeep Singh needed a strong and flexible forecasting and reporting tool to address client pain points and fill gaps in his knowledge, moving beyond basic compliance work.

The firm implemented Futrli, utilizing its forecasting, reporting, and advisory certification. This solution provided full financial visibility for clients, enabled powerful scenario modeling, and enhanced Sandeep's advisory skills. As a result, Astute empowered its clients with their data, which allowed Sandeep to successfully cherry-pick his clients and focus on his preferred industries.

Astute Advisory Group