Case Study: KHB Darwin achieves advisory success and new revenue with Futrli

KHB Darwin enjoy advisory success with Futrli

KHB Darwin, a bookkeeping firm led by Katherine Haines, needed to add advisory services to stay competitive and deliver more value to clients. After a colleague recommended Futrli, KHB Darwin adopted the Futrli platform and completed Futrli’s certification, also choosing to white‑label the solution so it appears in the firm’s own branding.

Using Futrli, KHB Darwin reallocated 45% of compliance work to create time for advisory, added a new revenue stream, and improved P&L and cashflow visibility for clients. Futrli’s dashboards and forecasts (for example showing clients at 80% of sales targets with 10 days remaining) helped align staff, drive client action, and produce happier, better‑informed clients—delivering measurable time savings and stronger advisory outcomes with Futrli.

KHB Darwin

Katherine Haines

KHB Darwin