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00hrs : 00min : 00sec

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Cash Flow Forecasting, Funding and Flourishing Small Business Clients

Ratings and Review

4.2

734 Ratings

Excellent

266

Very Good

332

Average

125

Poor

9

Terrible

2

LS

Lisa Sanborn, CPA (US)

Dec 9th, 2020

When I signed up, I didn't read the session description accurately, so didn't realize this was about helping small businesses get loans. I do cash flow forecasting for my clients but can't connect them to lending because they already have CMBS loans and are not allowed by the bank to take on more debt.

MR

Michael Rudy, CPA (US)

Dec 9th, 2020

Advisors need to understand how to assist their customers/clients with respect to cash flow and funding requirements. This webinar is highly recommended.

AL

Allyse Lobonc, CPA (US)

Dec 9th, 2020

This course was well instructed and the material was helpful in upselling services as a self-employed CPA. The facts regarding lending were interesting.

NC

Nicole Cooper, Accountant/Bookkeeper/Tax Professionals

Dec 9th, 2020

Webinar informative gave great information of this type of service to offer clients with then new market changes in accounting

BW

Brent Wadzita, CPA (US)

Feb 15th, 2021

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

This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available