Building a Profitable Cash Flow Forecasting Service

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As more and more firms across the US invest in cash flow forecasting technology, the accounting profession seems to be responding to an underserved demand among small business clients. Having the technology is only one step.  Without a well-considered business model it's hard to turn that technology into a profitable service for your firm.

AccountingWEB is here to help.  This guide will walk you through:

  • A framework for understanding the potential revenue from offering cash flow services
  • The resources that a cash flow service is likely to consume
  • How to define a complete cash flow service that your clients will buy 
  • Delivering a cash flow service without disrupting your core business
  • And much more

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.

About the Author

Nicolas Bird, CPA

Nicholas Bird, CPA, is the founding partner of Lumen Advisory & Finance and has developed a unique skill set combining his financial accounting & audit knowledge with experience in tech-savvy cloud systems. Nick loves to chat with small business owners about their plans and ambitions and work with them as they grow and succeed. His background brings experience from public accounting, internal audit, IT systems.
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