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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

Workplace Culture (Video) (Course Id 1826)

QAS / Registry
  Add to Cart 
Author : Frank Castillo, CPA, Author, Speaker
Course Length : Pages: 3 ||| Review Questions: 5 ||| Final Exam Questions: 8
CPE Credits : 1.5
IRS Credits : 0
Price : $21.95
Passing Score : 70%
Course Type: Video - NASBA QAS - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Management Services - Management Services for Course Id 1826

Description :

Workplace culture continues to rise in poll after poll as one of the most important considerations graduates look at when choosing an employer.  During this session, we’ll look at culture and examine those qualities that top companies share and ways your organization can benefit.

Please Note: This course’s author is working on the providing transcripts, PDFs, and slides where applicable. Unfortunately until then we will not be able to offer them with the course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any question using the support bubble on the bottom right of all pages on our site.

Usage Rank : 14615
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 : 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 - NASBA Registry - 1826

Keywords : Management Services, Workplace, Culture, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

After this course, you will be able to:
    1. Recall which elements factor into a companys attitudes, behaviors, and culture.
    2. Identify key statistics in connection with hiring and retention trends.
    3. Recall helpful tips that foster the development of company culture.

Course Contents :

Chapter 1 - Workplace Culture

Chapter 1 Review Questions

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