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.
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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.
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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
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