How to Help Small Business Clients Optimize Their Cash Flow

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Over the years, we’ve learned that one thing is certain for small businesses: cash is king.

Reflecting over the years, almost every urgent client conversation an accountant has with a small business owner starts with a cash flow issue.

Accountants have evolved their services to address those issues by being more proactive and systematic. In this whitepaper, we’ll share what we’ve learned on how to approach these critical client issues.

You'll learn how to respond to

  • “I’m worried about making payroll.”
  • “How much cash should we distribute to owners?”
  • “One of my major customers is late on their payment again.”
  • “My vendor is offering a prepayment discount if I pay upfront.”
  • “I’m not sure I have enough cash for my estimated tax payments.”
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