A definitive guide to making cash flow management services real
A definitive guide to making cash flow management services real
This event is closed.
This event is closed.

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

Discover the specific workflows to deliver meaningful, sustainable and profitable cash flow management services.

Overview

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 joining forces to demystify cash flow advisory services. Join them to discover the specific workflows to deliver meaningful, sustainable and profitable cash flow services.

Register 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

If you cannot attend at this time, register to receive the recording.

Meet the speakers
  • Graeme Tennick
    Graeme TennickFounder, 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
    Sam FairbairnKey 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.

  • Ian Vacin
    Ian VacinCo-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.