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

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.

Created by

Float Cash Flow Forecasting

Categories

Advisory Float Cash Flow Forecasting

Support

How to customize & use a template in Karbon

Share

Share on Twitter Share on facebook Share on LinkedIn Copy Link

Download the Template

Download your Cash Flow Advisory in Float: Ongoing Advisory template now.

.XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

Time and Budget Estimates
Task Automation
Client Task Automation
Client Work Scheduling

Related Templates

Cash Flow Advisory icon

Cash Flow Advisory icon

Cash Flow Advisory

Kick-start and then maintain your advisory services with your clients using this dedicated workflow.

Cash Flow Advisory in Float: Initial Set Up icon

Cash Flow Advisory in Float: Initial Set Up icon

Cash Flow Advisory in Float: Initial Set Up

Kick-start your advisory services with new clients in Float with this standardized workflow.

Cash Flow Advisory in Float: Presales icon

Cash Flow Advisory in Float: Presales icon

Cash Flow Advisory in Float: Presales

Increase your efficiency when converting your clients towards cash flow advisory services with this workflow.