A Step-By-Step Walkthrough for Building an Actionable Cash Flow Forecast

In association with
Jun 8th 2020

The future of your client’s business is always an unknown, and they look to you to guide them through.  This guide helps clear the fog of uncertainty away from your clients’ minds when they are thinking about the future.

As demand for cash flow forecasting grows within the SME sector, more and more accounting firms are opting to include it as a service to their clients.  Not only does it provide an invaluable service that helps keep clients afloat, it has significant benefits for the provider.  It's an additional and often untapped revenue stream, but allows for deeper insights and a launch pad for further services.

So where do you start?

This guide by expert trainer in cash flow forecasting, Mike Milan provides:

  • An easy to follow step by step guide to the mechanics of producing a cash flow forecast for your clients
  • Worked examples of each step
  • Pointers and tips on how to use the process and the final report to provide proactive advice based on the insights you will discover

In short, you shouldn't begin to offer cash flow forecasting without reading this first.

Fill out the form on this page for an instant download.  You'll also receive a convenient link back to the document by email so you can download the file to your other devices.

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