Taxes and Cash Flow: A practice-building pair
Maybe you are still recovering from the October 15th tax deadline. Maybe you are preparing for year-end tax planning. Or just maybe, you are somewhere in between.
Not only is year-end tax planning a critical component of your practice, it is also a way for you to help your clients avoid the tax day tax liability surprise.
What if you could add cash flow insights and recommendations to your tax planning strategies? What would it mean to your client’s business and to your client’s relationship if you help them leverage tax law to their benefit AND avoid cash flow surprises related to taxes?
That is what CashFlowTool does for you and your client. The cash flow calendar and CashLearn™ prediction technology gives you the ability to see how your client can best use their cash flow to prepare for the year end tax deductions and the tax bill coming in 2019.
Not only will CashFlowTool help you prepare for these conversations, but also help set you up to add cash flow forecasting as a recurring service moving forward.
Here are some ways to inject cash flow into these year-end tax conversations with clients:
Sharing cash flow insights during your year-end tax planning meeting showcases your expertise in a way that demonstrates you as their partner in success beyond the tax return.
Schedule a CashFlowTool demo and practice building discovery session today.