Cash Flow Advisory in Jirav Template
Download your free Cash Flow Advisory in Jirav template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template is designed to guide you through cash flow advisory with Jirav.
Once the template is used to create a work item, assign it to a recurring schedule on a weekly/ monthly/ quarterly basis based on the agreement with your client.
This work template enables you to:
- Confirm your cash flow advisory meeting
- Complete the cash flow advisory prep work
- Conduct the cash flow advisory meeting
- Follow-up with the client
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 Jirav
Jirav is an all-in-one financial planning and analysis solution that maximizes the collaborative value of forecasting, budgeting, reporting, and analytics so leaders can drive their businesses forward with confidence and speed.
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