Even if they don’t have a formal budget, they do have an idea of where they would like sales to be on a monthly basis and what they would like the bank balance to be. CashFlowTool can show both key performance indicators to them quickly in a dashboard so they know they are on track to meet their targets.

Good cash flow forecasting and management comes from a deeper understanding of the activities that drive costs in the business. The four foundational pillars of every business are marketing, sales, operations and finance/administration. You see the detailed activity with the accounting services. Why not match what you learn to the story the finances tell.

You spend a lot of time in their books. Review the balance sheet and income statement with them. Even if you don’t have regularly scheduled meetings with them email them the balance sheet and income statement with some notes of how they can improve gross profit margins and net profit. CashFlowTool puts that information right at your fingertips.

What would your client pay to know how long it is taking their customers to pay them? What about knowing how long the cash they have on hand will last? What about those unexpected costs that come up because they thought they had more cash than what was really available? What if you could tell them when they could hire a new employee or purchase a new asset? CashFlowTool gives you the information in a format that allows you to easily share those insights.