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Cash Flow Trends for 2020: Improving Your Clients' Cash Flow

CASH FLOW TRENDS FOR 2020: IMPROVING YOUR CLIENTS' CASH FLOW

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 2, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Cash flow is the lifeblood of a business, especially for those on the smaller end. With 2020 just around the corner, this is the perfect time for advisors to learn how to get started with their cash flow consulting services.

Course Objectives:


  • How to get started with cash flow consulting

  • The winning cash flow consulting trends for 2020

  • What cash flow consulting services to offer

  • Hands-on ways of helping improve your clients’ cash flow

  • How to automate cash flow forecasting and KPIs

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Yohan Varella

PayPie
Chief Marketing Officer
yohan@paypie.com
(800) 466-0073

Paypie

Yohan Varella is the Chief Marketing Officer of PayPie. Powered by PayPie, he helps thousands of accounting professionals put an end to their clients’ cash flow problems. Regardless if you know Yohan from reading his content featured on major accounting outlets like CPA Practice Advisor and Accounting Web, from personally meeting him at global accounting events like QuickBooks Connect and Accountex, or from simply connecting with him over online meetings and webinars, he is always looking forward to exchanging innovative ideas with accounting pros on all things cash flow.

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Quasarcowboy

Richard Roppa-Roberts is the Founder and Intellectual Handyman behind Quasar Cowboy, where he helps ProAdvisor bookkeeping firms as well as Apps.com clients with strategy, tech, workflow, engagement process, sales, marketing, and long-term planning. In addition to Quasar Cowboy, Richard is a co-host of the long-running QBO Show since 2018 (along with show co-founders Stacy Kildal and Woody Adams). Richard also facilitates the "Not the Only One" Roundtable community of bookkeeping professionals.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.