CashFlowTool Webinars
If you are running QuickBooks Desktop, you should highly consider using a cloud hosting provider to host your QBD in the cloud for better reliability security and always-on access.
For: Business owners, Business CFOs, Accountants, Bookkeepers, Advisors.
Webinar cost: FREE
You will learn about:
- The cash flow challenges businesses face and the features offered by CashFlowTool to manage and keep track of their cash flow.
- The advantages of using cloud hosted cash flow solutions for your business.
- How Ace Cloud Hosting helps your business run with confidence.
- How CashFlowTool and Ace Cloud Hosting will work in tandem to help you realize the benefits of the cloud.
If you are considering offering a cash flow service for your customers, learn from the CashFlowTeam and the Summit CPA group the proven way to start today!
For: Accountants, Bookkeepers, Advisors
Webinar cost: FREE
You will learn about:
- Why helping clients with cash flow management is critical to transforming your firm to advisory and virtual CFO services
- The three proven steps to launching a successful cash flow service offering (prepare, pilot, scale!)
- Pitfalls to avoid: Hear directly from Summit CPA group who has done this with clients for 15 years
- Open Q&A at the end to get all your questions answered!
Learn how to build a proven, profitable way to add cash flow services to your firm that helps your clients thrive.
For: Accountants, Bookkeepers, Advisors
Webinar cost: FREE
You will learn about:
- Why cash flow right now: Learn why now is the best time to build a cash flow service for your customers
- Indispensable service offering: Hear how Summit built a world-class cash flow service offering and why their customers find it indispensable
- Summit’s proven model: Learn how Summit wins more customers and achieves higher customer engagement with their tried and true model
- Must-have technology: Learn the best practices for using CashFlowTool to launch and optimize your service offering
Quickly learn how to manage and forecast your cash flow during a crisis.
For: Business owners, Business CFOs, Accountants, Bookkeepers, Advisors
Webinar cost: FREE
Now more than ever, it is essential that you know your cash flow and the factors that impact your future cash flow. Learn 5 ways that you can stress-test your business to help you plan your cash flow easily and quickly.