For accountants and bookkeepers who haven’t given much thought to cash flow management services or advisory services in their firms, I would encourage you to give CashFlowTool a try. These are the kind of services your clients are looking for, even if they aren’t asking for it. CashFlowTool makes it easy to enter that market and start offering these services to clients.

This is the tool firms have been waiting for. Instant insights, customizable dashboards, and a clean user interface. The information is portrayed in a way that is digestible by the client yet detailed enough for the accounting professional. Finally, there is a tool that I can use across my entire client base without regard to size or industry, and with less than 5 minutes of setup work. Finagraph is upping the game for advisory services.

Now that we have implemented CashFlowTool.com with our clients, it has made everybody’s lives a lot easier.