How To Deliver a High Value Cash Flow Management Service to Your Existing Clients (Video)
Available On Demand
The number one challenge facing small business owners today is cash flow. Running a business is stressful enough, not knowing where your cash is coming from or going is even more stressful. As their most trusted advisor, CPAs need to learn how to proactively discuss cash flow and share their insight with their business clients. We will show you how to have meaningful cash flow conversations with your clients and get paid premium fees in the process!
Applicable Professions:
- Other
- Nonprofit Professional
- Enrolled Agent
- CPA - small firm
- CPA - medium firm
- CPA - large firm
- CFP
- CFO / Controller
- Bookkeeper
- Attorney
Prerequisites:
None
Advanced Preparation:
None
Presented By:
Jeffrey Paul Borschowa, Author, Educator
Jeff Borschowa is an author, educator, and curator of all things related to accounting efficiency and technology. Jeff first joined the accounting world in 1991 and has spent the bulk of his career working with and advising small to medium-sized enterprises. Jeff has experience working in all sizes of accounting firms, from sole proprietorship to international firm. The focus in Jeffs career has been to find new and better ways to integrate innovation and technology to enhance the customer experience and improve efficiency in the accounting process.
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Course Details:
$14.95 USD
Instructional Method: QAS Self Study
Subject Area: Management Services
Credits: 1.00
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