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

Levers to improve cash flow for your practice

Jul 15, 2019 4:20:56 PM

Many accounting professionals are providing advisory services to their clients. The purpose of advisory services is to help your clients solve a problem, overcome a challenge or create an experience of what’s possible for them with you by their side.

By Audrey L Godwin

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