Which conversations does this course teach having with clients?

This How To Deliver a High Value Cash Flow Management Service course teaches CPAs how to speak to their clients about cash flow.

Which service does this course create for existing clients?

This course teaches how to create a high value cash flow management service for existing clients.

Which budgets does this course focus on creating?

This course teaches how to focus on creating basic budgets for clients.

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How To Deliver a High Value Cash Flow Management Service to Your Existing Clients (Video) (Course Id 1796)

Name: How To Deliver a High Value Cash Flow Management Service to Your Existing Clients (Video) (Course Id 1796)
Price: 14.95 USD
Availability: InStock

QAS / Registry

Author:	Jeffrey Paul Borschowa, Author, Educator
Course Length:	Pages: 3 \|\|\| Review Questions: 3 \|\|\| Final Exam Questions: 5
CPE Credits:	1.0
IRS Credits:	0
Price:	$14.95
Passing Score:	70%
Course Type:	Video - Text

How To Deliver a High Value Cash Flow Management Service to Your Existing Clients (Video) - CPE course for CPAs

Technical Designation:	Technical
Field Of Study:	Management Services
Approved Audience:	NASBA QAS - NASBA Registry
Key Takeaways:	This video course teaches CPAs how to proactively discuss cash flow with existing business clients and provide valuable cash flow management services. Identifies cash flow as the number one challenge facing small business owners today. Explains how to have meaningful cash flow conversations with clients as their most trusted advisor. Addresses how delivering this service can generate premium fees for the practice. Worth 1.0 CPE credit in Finance as a self study video course on delivering cash flow management services to existing clients, requiring a 5 question final exam preceded by 3 review questions (optional) and a 70% passing score.
Frequently Asked Questions:	Which conversations does this course teach having with clients? This How To Deliver a High Value Cash Flow Management Service course teaches CPAs how to speak to their clients about cash flow. Which service does this course create for existing clients? This course teaches how to create a high value cash flow management service for existing clients. Which budgets does this course focus on creating? This course teaches how to focus on creating basic budgets for clients. How many CPE credits does this How To Deliver a High Value Cash Flow Management Service video course provide? This How To Deliver a High Value Cash Flow Management Service to Your Existing Clients video course carries 1.0 CPE credit in Management Services as a Nontechnical, self study course, requiring a 5 question final exam preceded by 3 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.
Description:	The number one challenge facing small business owners today is cash flow. Running a business is stressful enough, not knowing where your cash is coming from or going is even more stressful. As their most trusted advisor, CPAs need to learn how to proactively discuss cash flow and share their insight with their business clients. We will show you how to have meaningful cash flow conversations with your clients and get paid premium fees in the process!
Usage Rank:	14000
Release:	2021
Version:	1.0
Prerequisites:	None.
Experience Level:	Overview
Additional Contents:	Complete, no additional material needed.
Additional Links:	External: Cash Management Internal: Cash Flow Management (Additional Links) Internal: Mastering Working Capital Management External: Continuing education for tax professionals - IRS
Advance Preparation:	None.
Delivery Method:	QAS Self Study
Intended Participants:	Anyone needing Continuing Professional Education (CPE).
Revision Date:	29-Jun-2026
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.
Keywords:	How To Deliver a High Value Cash Flow Management Service to Your Existing Clients (Video) - CPE course for CPAs
Learning Objectives:	After completing this course you will be able to: Speak to their clients about cash flow Create a high value Cash Flow Management Service for existing clients Focus on creating basic budgets for their clients
Course Contents:	Chapter 1 - How To Deliver a High Value Cash Flow Management Service to Your Existing Clients Chapter 1 Review Questions

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How To Deliver a High Value Cash Flow Management Service to Your Existing Clients (Video) (Course Id 1796)

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Which conversations does this course teach having with clients?

Which service does this course create for existing clients?

Which budgets does this course focus on creating?

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