Three Ways to Help Your Clients See Impending Cash Flow Issues and Give Them Suggestions to Resolve Them

Overview

*** Save 15% on this event when you use the code SAVE15 at checkout ***

You send your client his company’s profit and loss statement and balance sheet each month.  He probably looks at the bottom line of the P&L, and maybe looks at the month and year to date numbers. Then, the reports go in a file, forgotten.
What if you could make those financial statements “come alive”?  What if you could show him what they are telling him about cash flow and profitability?

Providing this type of advisory service builds trust and long-term relationships with your clients. 
Show your client his financial story in ways he can understand and take action. You’ll have a more satisfied, loyal client. 
This webinar covers how to show your client if he is headed for one of the three major signs of an impending cash flow issue. I’ll cover suggestions you can give your clients to avoid them or resolve them if they are happening now.

Highlights

Prerequisites

None

Designed For

CPA’s and other financial experts who prepare financial statements for their clients and want to help them analyze the statements.

Objectives

• Understand the three major signs of impending cash flow issues
• Understand the trends that show these signs
• Understand suggestions that you can give your clients to avoid them or resolve them

Preparation

None

Notice