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Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)

Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to engage in conversations with your clients about their business cash flow.

The Current Crisis in Business

I believe we are currently facing an unprecedented crisis in the business world. The core of this crisis is simple: many accountants feel uncomfortable discussing cash flow and cash flow management with their clients. As a result, the focus often shifts to discussing last year's results, which I argue is a concerning state of affairs. While accountants are undoubtedly busy, it's essential to acknowledge the alarming rate at which small businesses fail. Consider this: 80% of small businesses do not survive the first five years and of those, another 80% fail in the following five years. It's rare to encounter a business that's over 10 years old. Doing the math, this equates to only about 4% of businesses succeeding and thriving beyond a decade. This statistic underscores a moral obligation for accountants to aid their clients effectively.

The Benefit for Accountants

On the upside, accountants who actively assist their clients with business cash flow management services are not only appreciated but also rewarded by their clients. Today's focus will be on the 'why' of offering cash flow services. The 'how' will be addressed in our upcoming series. Our goal is to keep the information simple and accessible.

So, that's our agenda for today, and I'm excited to dive in with you all.

Why Offer Cash Flow Management Services (Video) (2 Hrs)
A/B
Suggested Courses

Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)

Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to engage in conversations with your clients about their business cash flow.

The Current Crisis in Business

I believe we are currently facing an unprecedented crisis in the business world. The core of this crisis is simple: many accountants feel uncomfortable discussing cash flow and cash flow management with their clients. As a result, the focus often shifts to discussing last year's results, which I argue is a concerning state of affairs. While accountants are undoubtedly busy, it's essential to acknowledge the alarming rate at which small businesses fail. Consider this: 80% of small businesses do not survive the first five years and of those, another 80% fail in the following five years. It's rare to encounter a business that's over 10 years old. Doing the math, this equates to only about 4% of businesses succeeding and thriving beyond a decade. This statistic underscores a moral obligation for accountants to aid their clients effectively.

The Benefit for Accountants

On the upside, accountants who actively assist their clients with business cash flow management services are not only appreciated but also rewarded by their clients. Today's focus will be on the 'why' of offering cash flow services. The 'how' will be addressed in our upcoming series. Our goal is to keep the information simple and accessible.

So, that's our agenda for today, and I'm excited to dive in with you all.

Why Offer Cash Flow Management Services (Video) (2 Hrs)
Recent Searches
No recent searches found.
Similar Courses

Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)

Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to engage in conversations with your clients about their business cash flow.

The Current Crisis in Business

I believe we are currently facing an unprecedented crisis in the business world. The core of this crisis is simple: many accountants feel uncomfortable discussing cash flow and cash flow management with their clients. As a result, the focus often shifts to discussing last year's results, which I argue is a concerning state of affairs. While accountants are undoubtedly busy, it's essential to acknowledge the alarming rate at which small businesses fail. Consider this: 80% of small businesses do not survive the first five years and of those, another 80% fail in the following five years. It's rare to encounter a business that's over 10 years old. Doing the math, this equates to only about 4% of businesses succeeding and thriving beyond a decade. This statistic underscores a moral obligation for accountants to aid their clients effectively.

The Benefit for Accountants

On the upside, accountants who actively assist their clients with business cash flow management services are not only appreciated but also rewarded by their clients. Today's focus will be on the 'why' of offering cash flow services. The 'how' will be addressed in our upcoming series. Our goal is to keep the information simple and accessible.

So, that's our agenda for today, and I'm excited to dive in with you all.

Why Offer Cash Flow Management Services (Video) (2 Hrs)
Suggested Courses

Discover the essential steps for CPAs to implement a successful cash flow management service. This presentation equips accounting professionals with the knowledge and tools to enhance their practice, deepen client relationships, and increase revenue through effective cash flow management.

Key Learning Points:

  • Identifying Top Clients: Learn how to select the clients who will most benefit from cash flow management services.
  • Soft Launch Techniques: Master the art of introducing new services to clients in a way that is both engaging and effective.
  • In-Depth Financial Reviews: Understand the importance of detailed financial analysis to provide tailored advice for each client.
  • Creating Personalized Plans: Develop strategies to create custom cash flow plans that cater to the unique needs of each client.
  • Building Strong Client Relationships: Gain insights into fostering long-lasting client relationships through consistent and value-driven communication.

What You Will Gain:

  • In-depth understanding of implementing and managing cash flow services.
  • Strategies for improving client engagement and satisfaction.
  • Knowledge on how to expand your service offerings and grow your practice.

Who Should Attend:

This presentation on effective cash flow management is ideal for CPAs and accounting professionals in public practice, especially those looking to expand their services, build stronger client relationships, and increase their practice’s profitability.

Implementing an Effective Cash Flow Management Service (Video) (2 Hrs)

Welcome to my presentation. Today, we will delve into a vital topic: why CPAs should, or rather, must offer cash flow management services. It's not just about offering these services; it's crucial to engage in conversations with your clients about their business cash flow.

The Current Crisis in Business

I believe we are currently facing an unprecedented crisis in the business world. The core of this crisis is simple: many accountants feel uncomfortable discussing cash flow and cash flow management with their clients. As a result, the focus often shifts to discussing last year's results, which I argue is a concerning state of affairs. While accountants are undoubtedly busy, it's essential to acknowledge the alarming rate at which small businesses fail. Consider this: 80% of small businesses do not survive the first five years and of those, another 80% fail in the following five years. It's rare to encounter a business that's over 10 years old. Doing the math, this equates to only about 4% of businesses succeeding and thriving beyond a decade. This statistic underscores a moral obligation for accountants to aid their clients effectively.

The Benefit for Accountants

On the upside, accountants who actively assist their clients with business cash flow management services are not only appreciated but also rewarded by their clients. Today's focus will be on the 'why' of offering cash flow services. The 'how' will be addressed in our upcoming series. Our goal is to keep the information simple and accessible.

So, that's our agenda for today, and I'm excited to dive in with you all.

Why Offer Cash Flow Management Services (Video) (2 Hrs)
Course Details

6 Traits of Executive You: Confidence (Video) (Course Id 1295)

QAS / Registry
This is a Course Preview, to take the course please select or purchase the course and click one of the Take Course icons on your My Courses page.

  Add to Cart 
Author : Blair Cook, CPA, CA (Canada), MBA
Course Length : Pages: 9 ||| Review Questions: 3 ||| Final Exam Questions: 5
CPE Credits : 1.0
IRS Credits : 0
Price : $14.95
Passing Score : 70%
Course Type: Video - NASBA QAS - Text - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Management Services - Management Services for Course Id 1295

Description :

Many financial professionals suffer from a lack of confidence, not a lack of competency. This executive training video CPE course is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in business. The desired outcome is to elevate your level of personal presence and confidence to deliver information with executive command. To walk into any situation and deliver a performance that realizes and demonstrates the full extent of your capabilities.

Usage Rank : 25625
Release : 2017
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 01-Mar-2024
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

Video - NASBA QAS - Text - NASBA Registry - 1295

Keywords : Management Advisory Services, 6, Traits, Executive, You, Confidence, Video, cpe, cpa, online course
Learning Objectives :

Executive Leadership Qualities Course Learning Objectives

Upon completion of this course, the learner will be able to:
  • Introduction: Complete a competency-based assessment of your financial executive potential
  • Presence: Unlock your full potential by recognizing your personal presence
  • Power: Tap into your personal power to unlock personal empowerment and empowerment of others
  • Space: Train your brain to recognize Showtime moments to deliver executive-level performance
Course Contents :

Chapter 1 - 6 Traits of Executive You: Confidence

Chapter 1 Review Questions

Chapter 2 - Link for 6ExY_Workbook

Glossary

Management Services CPE Courses: https://www.cpethink.com/management-services-cpe
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