Case Study: The Profitable Firm achieves faster KPI-driven growth and improved marketing with Futrli

The Profitable Firm use Futrli to up profits with financial and non-financial data

The Profitable Firm, a Manchester-based marketing agency for accountants founded in 2012, needed a way to log KPIs and plan for the future rather than only look back at past results in Xero. Owner Karen Reyburn wanted a solution that matched her forward-focused working style and could incorporate non-financial data alongside accounting figures, so The Profitable Firm adopted Futrli’s visual management and forecasting tools.

Futrli’s visualisation and management-account features (used alongside Xero) let The Profitable Firm add non-financial KPIs, run monthly Futrli reviews with their advisors and rapidly action insights. As a result, Futrli improved the team’s ability to review upcoming performance, measure KPIs against income, and act on opportunities faster—strengthening marketing decisions, client conversations and overall business planning.

The Profitable Firm

Karen Reyburn

MD