CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Cash Flow Forecasting, Funding and Flourishing Small Business Clients

4.3 (523)

Nick Chandi


Wednesday, May 26, 2021 | 01:00 PM EDT

  • CPA (Canada)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA

1 Credit


Subject Area


Webinar Qualifies For

1 CPE credit of Accounting for all CPAs

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

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Additional Dates

Aug 11, 2021 | 01:00 PM EDT Register
Aug 25, 2021 | 01:00 PM EDT Register

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, but in the past was a time-consuming manual process prone to error. 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.  

This online CPE webinar covers following key topics:

  • Cash flow forecasting
  • Funding solutions
  • Reviewing Cashflow Forecasts
  • Financial Management
  • Timely Financial Reporting

Learning Objectives

  • To recognize the importance of predicting small business cash flow for smarter choices
  • To avoid cash flow gaps and 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?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA


    [no_of_record] => 523
    [average] => 4.2581




Webinar was interesting but maybe too high level. I would have like to dig a little deeper into cash flow forecasting and the use of the tools. Also I would have like to have time for a Q&A sections. Sometimes my best take-ways from these webinars is the answers to other peoples questions.


My CPE addresses. A most important topic. Cash flow. At the end of the day cash is king to a going concern


Forecasting in my prior jobs was relevant to establishing rent levels and grant amounts.


Interesting subject. At a previous job I did cash flow forecasting, however in my current position I do not.


excellent class glad I didn't miss it because I viewed phone


Good course