Case Study: EzyAccounts reduces churn and boosts client loyalty with Futrli

EzyAccounts cuts churn from 20% to 13% with Futrli

Futrli helped franchise firm EzyAccounts overcome a significant challenge with client retention and service consistency. The firm, which provides bookkeeping and financial advisory through a franchise model, struggled with disparate practices across its offices as each franchisee relied on offline spreadsheets. This inconsistency made it difficult to share data and deliver uniform value, leading to a high customer churn rate. EzyAccounts needed a reliable cloud-based forecasting and reporting tool to unify its operations and provide more value to clients.

By implementing Futrli's business forecasting software, EzyAccounts gave all franchisees access to a consistent cloud platform, enabling peer learning and quality control. The solution led to smoother operations and more valuable client service. As a direct result, Futrli helped EzyAccounts decrease its customer churn rate from 20% to 13% and increase average fee income per client, with the tool more than paying for itself. Improved reporting also boosted client success and referrals, strengthening the firm's overall market position.

EzyAccounts