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Workflow Templates

Cash Flow Advisory Template

Download your free Cash Flow Advisory template to personalize and use in your bookkeeping or accounting firm.

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Advisory

Created by Karbon

A preview of the templateCash Flow AdvisoryReady to start2 AutomatorsSetup / confirm advisory meeting date with client (include an agenda)CompletedXPrep3 AutomatorsManage A/P & expensesCompletedDManage the bank feeds / bank reconciliationCompletedLReconcile sales and additional accounts (if applicable)CompletedRFollow-up with the client on any missing information using the client requests below (if needed)CompletedXCLIENT TASKSMissing information needed

About this template

This template is designed to kick start your advisory services with clients.

The start and due date is the expected day of the advisory meeting with the client, and the work assignee is the Admin (who confirms the meeting).

Once set up, put the advisory work item on a schedule for weekly/ monthly/ quarterly based on the agreement with the client.

To make it easier to complete cash flow analysis, check out dedicated solutions like:

This work template enables you to complete the following:

  1. Confirm meeting
  2. Complete cash flow advisory prep work
  3. Conduct the cash flow advisory meeting
  4. Follow up with the client and put them to task

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
Sign In to Add to Karbon

Alternatively, you can

Download Cash Flow Advisory Template

.

Karbon Practice Management

A preview of the templateCash Flow AdvisoryReady to start2 AutomatorsSetup / confirm advisory meeting date with client (include an agenda)CompletedZPrep3 AutomatorsManage A/P & expensesCompletedKManage the bank feeds / bank reconciliationCompletedRReconcile sales and additional accounts (if applicable)CompletedFFollow-up with the client on any missing information using the client requests below (if needed)CompletedTCLIENT TASKSMissing information needed

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

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