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Becoming a virtual practice? Here are the tools needed and how CashFlowTool also 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

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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