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How To Deliver a High Value Cash Flow Management Service to Your Existing Clients (Webinar) - Nov 11, 2026 Between 11am & 3pm ET (Course Id 2980)

QAS / Registry
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Author:

Jeffrey Paul Borschowa, Author, Educator

Course Length:

Pages: 3 ||| Review Questions: 3 ||| Final Exam Questions: 1

CPE Credits:

1.0

IRS Credits:

0

Price:

$14.95

Passing Score:

70%

Course Type:

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:

Frequently Asked Questions:

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:

13333

Release:

2021

Version:

1.0

Prerequisites:

None.

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

None.

Delivery Method:

Group Internet-Based

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

Click to go to: Cash Flow Courses for CPE | Cash Flow Analysis Courses
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