Bill.com Integration with CashFlowTool

Nov 10, 2020 1:50:28 PM

Many customers using Bill.com have asked about how it integrates with CashFlowTool and so we have prepared a video to show you the best practice for including and integrating.  Enjoy and let us know how it's working for you!

By Dave Fester

Becoming a virtual practice? Here's how CashFlowTool makes this possible

Oct 29, 2019 12:58:58 PM

In the past, most accounting, bookkeeping or advisory firms used to rely on getting customers from their local city and would conduct regular meetings (quarterly tax, annual tax, business health assessments, etc.), at their physical office.  If you are considering extending your practice to a virtual one, this is a must read for you...

By Dave Fester

Insightful Accountant Webinar Replay - Your Golden Ticket to Advisory Services

Oct 17, 2019 3:30:00 PM

Our CashFlowTool expert, Justin Pulgrano, teamed up with Insightful Accountant  to give you a webinar on Cash Flow Forecasting: Your Golden Ticket to Advisory Services. This 50 minute webinar explores how you can deliver cash flow services profitably to all your clients without adding hours upon hours to your workload. 

By Quinn Dunkley

How to select the right clients for cash flow services

Jun 10, 2019 3:35:10 PM

Helping your clients understand, manage and forecast cash flow is critical to their success. This also represents a significant opportunity for you to expand your capabilities and service offerings.

But where do you start? And most importantly, which clients do you start with?

By Justin Pulgrano

Now is the best time for a quarterly business review

May 2, 2019 2:05:17 PM

What better time to assess the state of your business than right after your busiest time of year? 

Now I know what many of you are thinking, “I just recovered from tax season and first quarter taxes”.  Believe me, I understand.

By Audrey L Godwin