Small businesses consistently cite cash flow as a top concern. As an accountant, you're perfectly positioned to address this critical need and elevate your practice from basic planning to a complete advisory service. This isn't just about showing clients where their money has been—it's about helping them strategically shape where it's going.
Erin Vukelich and Sarah Pikula of Prix Fixe Accounting serve clients in the hospitality industry that survive on knowing the intricacies of their cash flow. Join Erin and Sarah and they share actionable insights on how to grow your cash flow advisory from a basic function to a robust advisory service that meets clients' most pressing needs.
In this webinar, we'll dive into:
- Communicating cash flow to clients: Best practices in communicating cash flow to clients.
- The role of credit: Understanding the best practices for factoring in increasing dependencies to credit.
- Pillars for building out cash flow advisory: Starting points for building a more robust cash flow advisory practice
- Overcoming common challenges: Learn to anticipate and navigate the hurdles.
Cash flow advisory isn't a "nice-to-have" anymore—it's a must-have. Secure your spot and learn how to help your clients optimize their money movement, increase their financial stability, and grow their businesses.
CPE Credit Information
Subject Area: Accounting
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
