Cash Flow Forecasting, Funding and Flourishing Small Business Clients

4.2 (333)

Nick Chandi

Smansha

Wednesday, January 27, 2021 | 01:00 PM EST

  • CPA
  • PFS
  • CMA
  • CGMA
  • ABV
  • CPA(Canada)

Credits: 1 CPE | 1 CPD

FREE

Subject Area

Finance

Webinar Qualifies For

1 CPE credit of Planning, Budgeting, and Forecasting for CMAs

1 CPE credit of Finance for all CPAs

1 CPD credit (Verifiable) for Personal Financial Specialists (PFS)

1 CPD credit (Verifiable) of Financial Forecasting for all ABV (AICPA)

1 CPD credit (Verifiable) for Canadian CPAs

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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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?

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

Testimonial

4.2

(333)
38%
46%
14%
2%
0%

EP

I can only say that my experience to date has been fantastic

RN

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

ZO

Good learning experience. Always something to add to the skills.

TH

good

BE

I am earning CPE - I did enjoy your webinar!

CA

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