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.
148 downloads
5
Float Cash Flow Advisory Pack Template
Download your free Float Cash Flow Advisory Pack template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 158 times
About this template
This Float Cash Flow Advisory Pack is designed to guide you to converting clients to your cash flow advisory services, the initial set up, plus securing and setting up ongoing cash flow services for them.
This pack includes three Float workflows:
- Cash Flow Advisory in Float: Presales
- Cash Flow Advisory in Float: Initial Set Up
- Cash Flow Advisory in Float: Ongoing Advisory
Learn more about Float.
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 Float Cash Flow Forecasting
Float Cash Flow Forecasting is cash flow forecasting software that gives you the answers you need (and sometimes answers questions you didn’t know you had) with cash flow insights that combine your bills, invoices, and actuals with the budgets you set.
Related templates
Other workflow templates you might find useful.
