Jason Robinson and Greg Bramich, co-founders of Future Advisory, envisioned a firm that operated seamlessly and provided a slick client experience. They both worked at traditional accounting firms in the past and knew the pitfalls they wanted to avoid, particularly around time-consuming and inefficient processes that stifled growth.

Jason said the client engagement process was cumbersome and frustrating in his previous firm. The typical process would look something like this: 

They would have a Word document, turn it into a PDF, and send it to the client. The client would then come back with edit requests, which meant they would need to edit the original Word document and convert it all over again. 

In addition to being tedious, taking payments was burdensome, as they would have to call the client to get their credit card details.

Then, once a prospect becomes a client, deploying the jobs was an equally time-consuming task. 

"It was somebody's entire role to start a job in Xero Practice Manager (XPM), add the tasks or create all the different jobs, and set the due dates. That could have been done at the same time the proposal was being made," Jason explains.

Living up to its name, Future Advisory knew the importance of projecting a great image and providing a modern client experience. Manual workflows and PDF documents simply wouldn't cut it.

Adopting Ignition from the get-go meant Future Advisory could kick off their client engagement workflows on the right foot and generate revenue immediately.

For starters, the team at Future Advisory bypassed manual procedures altogether. They used Ignition to send proposals and engagement letters, making it effortless for clients to sign the documents. 

Collecting payment was much simpler because clients could enter their payment details before signing the agreement. This meant faster onboarding and smoother transactions. 

In addition, Future Advisory automated job deployment through Ignition's integration with Xero Practice Manager (XPM). The firm has more than 2,000 jobs in XPM, and manually setting those up would've taken around 73 hours—time that the team simply didn't have.

With Ignition, job setup happens automatically, resulting in massive time savings that allow the team to focus on delivering value to clients.

"It means our accountants are very, very self-sufficient and self-autonomous. They know their jobs and when they're deployed, and they can look at their monthly job report to see what needs to go out based on when a proposal was set up."

He continues, “Our communication with clients is world-class because team members aren't worried about some of those additional admin tasks."

Ignition helps Future Advisory make more money. Because the team can better serve clients and provide tremendous value, the firm was able to increase its rates and drive revenue.

Not only that, but Ignition further simplifies upsells and cross-sells through a built-in proposal add-ons feature, which helps the firm maximise revenue per client. 

All these steps yielded impressive results. Future Advisory grew its revenue by over $1 million annually for two consecutive years, and then boosted revenues by another half a million in years 3 and 4, as the firm stabilised growth. For FY25, Future Advisory is targeteting a consistent yet sustainable revenue growth of 20%.

Another financial win? Future Advisory has just about eliminated all accounts receivable. The firm uses Ignition to implement a retainer billing model that enables it to get paid upfront via direct debit.

"Accounts receivable almost doesn't exist year on year," says Jason.

Because payments are secured upfront, Future Advisory avoids cash flow issues and reduces the administrative burden of chasing late payments.

Jason says Ignition has also enhanced its brand and client experience.

"Having something that can match our brand, so that it feels seamless and polished—not to mention the ability to add a video so it's personalised—makes a massive difference."

He adds that Ignition enables the firm to take communication to the next level through engaging, client-specific content.

"There's the video clients can watch in their own time, which walks through every step of the process, including payment schedules, the timing of the service, the role of their account manager, and more," he says. 

This approach not only improves transparency but also strengthens client trust and satisfaction, making them feel valued and informed at every stage.