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

We Stand for Small Business

Oct 1, 2020 3:46:38 PM

We started our company with a passion to radically improve (and automate) the lending process for banks and in the course of doing so, we realized we could help small businesses everywhere with one of the most important things they care about most - cash flow.

By Dave Fester

Taking a peek inside the minds of small business owners

May 27, 2020 11:27:17 AM

What financial topics are on the minds of small businesses right now?  To find out, I recently surveyed clients and friends, asking them to rate their areas of concern. While the results are not scientific, they are quite interesting.

By Scott Gregory (Guest Blogger)

Never be surprised by expenses!

Feb 25, 2020 1:57:32 PM

Have you ever been surprised by expenses?  For my personal expenses, I spend time knowing what they are, whether I need them and what the future will look like.   Businesses need to do the same and CashFlowTool makes it easy.

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

5 Mistakes to Avoid in Your Business Cash Flow Management

Sep 17, 2019 3:54:27 PM

It’s so true…

Cash flow is the lifeblood of your business! (ask the thousands who failed without it)

Given that, I’d like to share insights with you to avoid these mistakes as you work with this precious commodity each business day…

By Scott Gregory (Guest Blogger)

Insightful Accountant Webinar Replay - App Academy

Aug 14, 2019 11:30:24 AM

Insightful Accountant held a webinar on their App Academy Webinar Series titled "Intro to CashFlowTool:  The Ultimate Cash Flow Management and Forecasting Tool".   This 50 minute webinar introduces you to the most powerful cash flow tool available today.

By Quinn Dunkley

Introducing: Business Cash Flow Essentials Course

Aug 14, 2019 9:12:00 AM

We are happy to announce our brand new  Business Cash Flow Essentials Course, the online training course for CashFlowTool. This premium learning experience designed to give Accountants, Bookkeepers, Advisors and Business owners essential insights and tools to become experts in the art of cash flow management.

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

Even in a cash business, cash can be tight

Jun 10, 2019 1:54:35 PM

It’s amazing how cash can slip through the fingers of even the most frugal small business owner. It just happens without you realizing it.

By Dave Fester

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

Becoming A Cash Flow Champion

May 2, 2019 10:10:13 AM

National Small Business Week is May 5-11 and what a perfect time to think about cash flow which is the lifeblood of every small business. 

Are you ready to help every small business with cash flow advisory services?   

By Audrey L Godwin

Control Your Expenses!

Apr 30, 2019 5:28:40 PM

There is simply one rule to live by in small business if you want to stay in business:  The change in your operating expenses should mirror the change in your gross profit.  This is typically called expense control.  However, it should be called the essential function of a business.  It’s essential because without it your company will die.

By Mike Milan