Introducing cash flow forecasting to your clients is simple with Forwardly! Whether you're a cash flow service veteran or just starting to consider providing value-added cash flow services for your clients, Forwardly is the one-stop solution designed for people who want to take their cash flow services to the next level.
To help accountants, bookkeepers, and financial advisors introduce cash flow forecasting and other modern cash flow services to their clients, we prepared an in-depth guide: "Introducing Modern Cash Flow Solutions to Small Business Clients"
In our guide, you will learn the following:
- When to be proactive with small business clients
- How to identify strengths, weaknesses, and risks in cash flow
- What cash flow projections can directly support a small business
- The types of loans available to SMEs and how you can bring up financing with your client
- Recommended ways to generate revenue for your business
Download the whitepaper to learn how you can provide value-added cash flow services today!
|Tip: Looking for other documentation? We have created many guides that support accountants, bookkeepers, and financial advisors worldwide with their services. Visit the ForwardAI Knowledge Center to see our latest work and improve your cash flow services today!|