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