Accountant Onboarding Checklist
Your Steps to Success
Understand the basics (demo) of CashFlowTool
Learn how to jumpstart your experience with CashFlowTool.
Create your CashFlowTool Account
If you haven’t already, make sure to create your account.
Add a business and connect to QuickBooks
Many Partners like to add their own business first to get familiar with the software. We have a video to help get started.
Request a CashFlowTool demo account with a sample QuickBooks business
You may want to request a demo account that you can use when getting certified or if you want to demo CashFlowTool to your potential clients (so you don’t have to show your data!)
Learn the basics of CashFlowTool
We have several quick tutorials to help you learn the basics of CashFlowTool ranging from connection to QuickBooks all the way to how to how QuickBooks Desktop in the Cloud
Become certified in CashFlowTool
Become a CashFlowTool Certified Pro. Partners receive a discount on the certification course.
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Learn how to select the right clients to start
Use our team’s guide to identify the ‘low hanging fruit’ clients you want to start rolling out cash flow forecasting & management services to.
Get ready to pitch your new service to clients
Access our team’s resources on how to pitch to cash flow services to your clients
Learn how to run a cash flow meeting
Learn how to run a great cash flow meeting with your clients
Watch the “Ultimate Cash Flow Playbook”
We partnered with the Summit CPA group to deliver a 1-hour video showcasing their proven, profitable methods to adding cash flow services to your firm.
Market cash flow services on your website
Add the Partner logo and if you are certified as a Cash Flow Pro, proudly display those so your customers know you are ready.
Consider creating a “Cash Flow Services” dedicated section on your website that details your offerings, why it is important and why your customers need this service!
Stay up to date on our Blog
We constantly update our blog with insights, tips, product information and more so you are always on top.
Questions? Email our team at partners@cashflowtool.com.
Download Onboarding Checklist