Float Cash Flow Advisory Pack icon

Float Cash Flow Advisory Pack

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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 coded correctlyCompletedManage 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, and create cash budgets)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.

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

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