Cash Flow Advisory Templates by Float

Cash Flow Advisory in Float: Initial Set Up

Created by Float Cash Flow Forecasting

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

150 downloads

Created by Float Cash Flow Forecasting

Maximize your ongoing cash flow advisory services with this tried and tested workflow using Float.

134 downloads

Created by Float Cash Flow Forecasting

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

Accounting
Administration
Advisory
Audit, Review & Compilations
Bookkeeping
Client Management

130 downloads

Created by Float Cash Flow Forecasting

Kick-start and maximise your cash flow advisory services with this workflow pack by Float.

159 downloads

Curated sets of templates to suit particular services and scenarios

Practice Management
Built for Growth

Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.