There are endless variables that complicate cash flow: timing of inflows vs. outflows, payment terms, seasonality of revenues, etc. Even accounting methods such as accrual vs. cash accounting can make this a nightmare for your clients to navigate.

That’s where you come in.

The accounting professional with the background and expertise needed to translate their accounting records from hieroglyphics into clear data that will help them make important business decisions.

This guide will walk you through the steps to prepare for and execute a cash flow meeting – helping your clients navigate cash flow and have greater visibility into their financial performance, plus create a new recurring revenue stream for your firm.


  • Overview of a cash flow meeting
  • Preparing for the meeting
  • The Agenda for the meeting
  • The result for your client
  • Automation is the key

Download the "How to Run Cash Flow Meetings with Clients" guide now!

This guide was co-developed by Finagraph and Summit CPA Group. Copyright © - All Rights Reserved

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