Cashflow 360 kitbag
Templates and resources to save time and scale your firm
Written in collaboration with accounting industry leaders, this kitbag offers insights, templates, white papers, processes, conversation starters, and much more to help you save time and scale your firm.
This guide was produced by the Cashflow 360 community; Chaser, Fathom, and Soldo, to help Accountants and Bookkeepers navigate the cash flow minefield and better support their clients.
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This guide covers:
- Identifying cash-in problems with your clients
- Preparing for client calls
- How to help clients with credit control
- Cash-out: conversation starters for clients
- Cash-out: helping clients control spend
- Identifying client cash flow problems
- Working with clients to get on top of cash flow
- Supporting clients with better business planning