Learn the Software

CashFlowTool Demo
for Accountants

Learn how accountants can benefit CashFlowTool

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CashFlowTool Demo
for Businesses

Learn how a small business can benefit from CashFlowTool.

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Getting Certified

Get certified and be
a Cash Flow Pro!

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Steps to Roll out to Clients

Why Launch a Cash Flow Service Offering?

Learn how easy it is to build a cash flow service for your clients.

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How to Select the Right Clients to Start

Learn how to quickly select the clients that are ready for your new cash flow service

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Best Practices on Pitching to Clients

Learn what you need to do to attract clients and pitch your services to them.

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How to Run a Cash Flow Meeting

Learn how to run a great cash flow meeting with your clients.

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Webinar replays

The Beginner's Guide to Helping Your Clients with Cash Flow

Learn how to quickly add Cash Flow Services to your portfolio.

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The Ultimate
Cash Flow Playbook

Learn proven tactics to building a cash flow service.

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Plan Your Cash Flow During the COVID-19 Crisis

Learn 5 ways to stress-test your business.

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Please fill out the following form to get free access to "The Beginners's Guide to Helping Your Clients with Cash Flow" webinar

Please fill out the following form to get free access to "The Ultimate Cash Flow Playbook" webinar

Please fill out the following form to get free access to the "Plan your cash flow during Covid-19" webinar

Other Resources

Product Videos

Watch short tutorials that help you understand the core features of CashFlowTool.

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FAQs

Here's a series of frequently asked questions that will smooth your onboarding process.

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Showcase the Badge

Show your clients you are a CashFlowTool-qualified provider. Badges must link to https://www.cashflowtool.com.

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