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Cash Flow Advisory in Jirav

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

A preview of the 'Cash Flow Advisory in Jirav' templateCash Flow Advisory in JiravReady to start1 AutomatorSetup / confirm advisory meeting date with client (include an agenda)CompletedPrep4 AutomatorsComplete bookkeeping (AP, AR, reconciliation)CompletedManage A/P & expensesCompletedManage the bank feeds / bank reconciliationCompletedReconcile sales and additional accounts (if applicable)CompletedFollow-up with the client on any missing information using the client tasks below (if needed)Ready To StartDue Today

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:

  1. Confirm your cash flow advisory meeting
  2. Complete the cash flow advisory prep work
  3. Conduct the cash flow advisory meeting
  4. Follow-up with the client

Learn more about Jirav.