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Free cpe webinars
Cash Flow: How to Model Long Term and Control Short Term

CASH FLOW: HOW TO MODEL LONG TERM AND CONTROL SHORT TERM

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 13, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This course will introduce attendees to two powerful tools that will help with their clients' cash flow.

Blake Oliver, CPA, will show webinar attendees how to use Jirav to create a cash flow forecasting model for long-term planning. Then, David Leary will demonstrate how to use Melio to maximize and control cash flow in the short term to ensure your clients hit their long-term cash flow projections.
 
Learning Objectives:


  • Define why helping clients with cash flow is crucial to their survival

  • Identify how to create long-term cash flow plans for clients

  • Summarize how to control payment dates, payment speeds, and payment methods to best manage your clients' short-term cash flow

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Blake Oliver

Jirav
Director of Marketing
blake@jirav.com
(818) 583-7587

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Blake Oliver, CPA, is an entrepreneur, accountant, writer, and speaker specializing in cloud accounting technology. In 2016 and 2017, Blake was named a “40 Under 40” in CPA Practice Advisor’s accounting profession. He is the director of marketing for Jirav and co-host of the Cloud Accounting Podcast, a weekly news round-up at the intersection of accounting and technology that is also the #1 podcast for accountants and bookkeepers in the world.

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David Leary

Melio
Director, Accounting & Bookkeeping Evangelism
david.leary@melio.com

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David Leary is an innovative and influential force in the small business accounting world. With over 22 years of QuickBooks experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. His business sense, vast technical knowledge, and domain expertise have helped bridge the gap between developers, small business owners, and accountants. His unique style and impressive network have influenced and helped shape the new generation of accounting professionals.

About Our Sponsor

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Melio's mission is to keep small business in business. When Melio was started, they wanted to build more than an efficient Accounts Payable tool. They wanted to build a service that helps small businesses keep up with business. A B2B payments experience that not only saves time but also significantly improves cash flow. A payment workflow so simple it helps businesses focus on their customers, not their back office.