Case Study: KHB Darwin achieves advisory success with Futrli

KHB Darwin reclaims 45% of compliance work with Futrli

KHB Darwin, a bookkeeping firm in Australia run by Katherine Haines, faced the challenge of needing to add more value for its clients to stay competitive in the advanced Australian advisory market. The firm sought to move beyond traditional compliance work and risked being left behind by competitors who were adopting more proactive advisory services. To address this, they turned to the Futrli platform and its advisory certification course.

The solution was implemented by piloting Futrli, which included white-label reporting and powerful forecasting tools. As a result, KHB Darwin successfully added a new advisory revenue stream, upskilled staff, and reallocated 45% of compliance work to focus on higher-value services. Clients were very happy with the new level of insight, and the firm strengthened client connections while gaining a significant return on time invested.

KHB Darwin