A definitive guide to making cash flow services real with Karbon, Float and Graeme Tennick

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Graeme Tennick
Founder, Graeme Tennick & Co

Sam Fairbairn
Key Account Manager, Float

IndustryYour Services
 

Cash flow advisory is spoken about a lot, yet can still cause confusion in practice. Most of this comes down to the specific workflows for carrying out this service that can differ so much depending on the unique attributes of your clients.

To put an end to this confusion, Float, Graeme Tennick & Co and Karbon are joined forces to demystify cash flow advisory services. Discover the specific workflows to deliver meaningful, sustainable and profitable cash flow services in this video.

Watch to learn:

  • Why workflows are so critical for your cash flow services

  • The 3 individual but connected workflows for delivering valuable and profitable cash flow advice

  • How Graeme built cash flow workflows in his bookkeeping service and secured the team’s buy-in

  • How to access cash flow advisory workflow templates to begin using in your firm instantly

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Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.

Graeme Tennick
Founder, Graeme Tennick & Co

Graeme formed Tennick Accountants in 2012 after working in smaller practices, PricewaterhouseCoopers and the public sector. He is a Fellow of the Association of Chartered Certified Accountants, is on the North East Counties Members Panel of Association of Chartered Certified Accountants and has vast experience working alongside some of the largest companies in the world whilst also assisting start-ups.

Sam Fairbairn
Key Account Manager, Float

Float is an award-winning operational cash flow forecasting add-on for Xero, Quickbooks Online, and FreeAgent. Forecasting in Float is visual, accurate and intuitive, taking a fraction of the time compared to spreadsheets. Information from bills, invoices and bank transactions are pulled in and combined with your own projections to provide you with a forecast you can rely on.