Webinars for Accountants

Replay available:

Watch this webinar replay to learn about the definitive guide to launching a cash flow service offering TODAY!

In this webinar, you will learn about:

  1. Why helping clients with cash flow management is critical to transforming your firm to advisory and virtual CFO services
  2. The three proven steps to launching a successful cash flow service offering (prepare, pilot, scale!)
  3. Pitfalls to avoid: Hear directly from Summit CPA group who has done this with clients for 15 years
  4. Open Q&A at the end to get all your questions answered!

Replay available:

Watch this webinar replay to learn how to build a proven, profitable way to add cash flow services to your firm that helps your clients thrive.

In this webinar, you will learn about:

  1. Why cash flow right now: Learn why now is the best time to build a cash flow service for your customers
  2. Indispensable service offering: Hear how Summit built a world-class cash flow service offering and why their customers find it indispensable
  3. Summit’s proven model: Learn how Summit wins more customers and achieves higher customer engagement with their tried and true model
  4. Must-have technology: Learn the best practices for using CashFlowTool to launch and optimize your service offering

About CashFlowTool.com

CashFlowTool is a product developed by Finagraph. We're a technology company that's passionate about helping small business owners, accountants, and lenders deeply understand the financial health of companies. Finagraph’s trusted technology helps power services provided by companies including Moody’s Analytics, Jack Henry & Associates and leading banks. Learn more


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