Cash Flow Advisory in Float: Initial Set Up
Created by Float Cash Flow Forecasting
Kick-start your advisory services with new clients in Float with this standardized workflow.
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Cash Flow Advisory in Float: Ongoing Advisory Template
Download your free Cash Flow Advisory in Float: Ongoing Advisory template to personalize and use in your bookkeeping or accounting firm.
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About this template
With the initial setup finalized, this template is designed to ensure you continually add value to your clients through your cash flow advisory services.
The start and due date is the day of the cash flow advisory meeting with the client. The ongoing advisory work is scheduled to typically occur monthly or quarterly, and the work assignee is the Bookkeeper.
To offer complete cash flow forecasting and scenario planning, check out Float.
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
Alternatively, you can
.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 Float Cash Flow Forecasting
Float Cash Flow Forecasting is cash flow forecasting software that gives you the answers you need (and sometimes answers questions you didn’t know you had) with cash flow insights that combine your bills, invoices, and actuals with the budgets you set.
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