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

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

Learn more about Jirav.

Created by

Jirav

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 Jirav 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 (COVID-19)

Global

Carry out Cash Flow Advisory with confidence during the COVID-19 crisis.

580 Downloads

Get

Cash Flow Advisory in Jirav