Discover KarbonLogin
Karbon
Discover KarbonMagazineServicesCookie Settings
Float Cash Flow Advisory Pack icon

Float Cash Flow Advisory Pack

133 Downloads

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

A preview of the 'Float Cash Flow Advisory Pack' templateFloat Cash Flow Advisory PackKick-off2 AutomatorsCheck bookkeeping is complete and accurateCompletedConnect the client’s cloud accounting software to Float and analyse historical cash movements to ensure they are code…CompletedManage the bank feeds / bank reconciliationCompletedFollow-up with the client on any missing informationCompletedConfirm and select the bank accounts that contain cash transactionsCompletedPrep5 AutomatorsUnderstand the expected end of day cash balance for any point in the future (exclude AR / AP, organize categories, an…Ready To StartDue Today

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:

  1. Cash Flow Advisory in Float: Presales
  2. Cash Flow Advisory in Float: Initial Set Up
  3. Cash Flow Advisory in Float: Ongoing Advisory

Learn more about Float.

View More

Download the Template

Download your Float Cash Flow Advisory Pack template now.

  • .XLSX File

Add to Karbon

Get more out of this template pack by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling

Related Templates

Cash Flow Advisory in Float: Presales icon

Cash Flow Advisory in Float: Presales

Global
This template can be used in any country
Increase your efficiency when converting your clients towards cash flow advisory services with this workflow.
108 Downloads
Get
Cash Flow Advisory in Float: Initial Set Up icon

Cash Flow Advisory in Float: Initial Set Up

Global
This template can be used in any country
Kick-start your advisory services with new clients in Float with this standardized workflow.
127 Downloads
Get
Cash Flow Advisory in Float: Ongoing Advisory icon

Cash Flow Advisory in Float: Ongoing Advisory

Global
This template can be used in any country
Maximize your ongoing cash flow advisory services with this tried and tested workflow using Float.
115 Downloads
Get