Cash Flow Forecasting Made Simple With This
Guide For Finance Professionals
Are you a bookkeeper, accountant, or financial planner? Do you want to better assist your
clients and help them to achieve their financial business dreams? Do you want to elevate
your financial planning services by helping your clients focus on monthly targets?
A new expert guide has been launched aimed at you if you are an
accountant, financial advisor, or bookkeeper and you want to build better
client relationships and teach your clients how to create annual and
monthly projected income statements and forecasts.
The newly launched guide from Elevate Financial
Training is designed to help you and other
professionals within the financial services sector.
It explains that you can help your
clients achieve their business goals
and targets through thorough
The team behind the guide explain that
after creating the foundations for a long-
term business relationship, it is possible
for you to focus on yearly financial
You can help your clients exercise good cash flow discipline and enable
them to treat each day as an opportunity to build transferable value
explains the guide.
It adds that as you may be aware,
the first step in the financial planning
process is forecasting the income
Conventional forecasting methods typically
start with an assessment of last year’s sales
performance and create a new forecast with
anticipated growth or changes in expenses.
While this can be useful for you and your clients, the traditional
approach can ignore the transferrable value contribution previously
A spokesperson said: "Our mission
is to connect business owners with
what they need right now to make
their dreams a reality."
"We create software and educational
products that help small business
owners identify and overcome
financial challenges," they added.
Visit the links
provided to find out