Cash Flow Advisory in Float: Presales
Download your free Cash Flow Advisory in Float: Presales template to personalize and use in your bookkeeping or accounting firm.
Before you're able to deliver cash flow advisory services, your client will need to understand the value and sign-off on those services.
This workflow is designed to do exactly that. It will guide you through effectively selecting the right clients for your cash flow advisory services and how to clearly demonstrate the value of those services.
The start date is today, the due date is 14 days later and the work assignee is the Partner.
To offer complete cash flow forecasting and scenario planning, check out Float.
Download the Template
Download your Cash Flow Advisory in Float: Presales 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