Case Study: GrowFactor achieves scalable advisory growth and proactive forecasting with Futrli

A Futrli Case Study

Preview of the GrowFactor Case Study

GrowFactor embrace advisory & coaching with Futrli

GrowFactor, formerly SRK Accounting, rebranded to reflect a stronger advisory and coaching focus and needed to upskill its team to meet growing demand for business growth services. To build forecasting, reporting and coaching capabilities the firm turned to Futrli, using the Futrli platform for live forecasting and reporting and the Futrli Advisory Certification to raise advisory standards across the team.

Futrli delivered a bundled solution — live Xero-fed forecasting, alerts, polished PDF reports, white-labeling and firm-wide Futrli Advisory Certification — enabling GrowFactor to run management packs, board meetings and investor decks more proactively. As a result, the whole team now advises clients across industries, Simon Kallu is freed to pursue new revenue streams and coaching programs, and the rebrand is consistently reflected via Futrli’s white-labeled platform, improving scalability and client-facing credibility.


Open case study document...

GrowFactor

Simon Kallu

GrowFactor


Futrli

47 Case Studies