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Course Details

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

QAS / Registry
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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 - NASBA QAS - Text - Technical - NASBA Registry
Primary Subject-Field Of Study:

Management Services - Management Services for Course Id 1796

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 : 0
Release : 2021
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 : 24-Feb-2021
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 - Technical - NASBA Registry - 1796

Keywords : Management Services, How, Deliver, High, Value, Cash, Flow, Management, Service, Existing, Clients, Video, cpe, cpa, online course
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

CPE Management Services Course: https://www.cpethink.com/practice-management-cpa-courses
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