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Cash Flow Forecasting, Funding and Flourishing Small Business Clients

  • CPA (CA)
  • CMA
  • CPA (US)
Cash Flow Forecasting, Funding and Flourishing Small Business Clients

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Finance for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Cash flow forecasting has long been one of the best ways for accountants and financial advisors to aid their customers to plan ahead. With cloud-based accounting, it is now easier than ever to use advanced cash flow forecasting tools to support your clients by eliminating administrative headaches associated with complicated spreadsheets. 

For a handful of business owners, COVID-19 has been a catalyst for growth, but for many, it has been a white-knuckle effort to hang on to sales and keep the lights on. Therefore now is the time to differentiate your services with solutions that will soon become the new standard as you continue to help clients by growing their business. Using an early warning system based on cutting-edge next-generation prediction technology can help businesses make smarter day-to-day decisions. Having extra cash-on-hand gives your clients the ability to cover not only payroll or bills but also pursue new opportunities and thrive.  

Avoid being the bearer of bad news and attend this webinar to learn crucial insights into how to proactively aid your clients with cash flow forecasting and funding solutions. Don’t let financial struggles become a serious problem; anticipate issues early and become the expert that shows up with solutions.  

Learning Objectives

  • To recognize the importance of predicting small business cash flow for smarter choices
  • To gain better visibility into cash position by using an automated Cash flow forecasting tool
  • To deepen relationships with clients by offering proactive advice and financing help
  • To discover new ways to secure funding for small and medium-sized businesses
  • To explore how you can prepare your clients’ business for growth with simple scenario planning tools

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Certified Senior Advisor
  • Chartered Global Management Accountant
  • Chartered Professional Accountant





The session was well laid out. Although the speaker (male) spent a bit of time describing the business he represented in the beginning but when he taught, it was evident the comments were from an area of experience. I enjoyed the female speaker also, very engaging and clear in how she Explained concepts and helped me understand the importance of cash flow.


Great but would have liked to see a real example played out (5-10) mins with the product, graphs and exhibits.


Great overview of the funding environment for SME's at this time.


Good session, not applicable to my job, but informative from an academic standpoint


This was well presented and contained information that was totally new to me. Very useful webinar.


The webinar is fantastic, especially with the presenters were both highly qualified.