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Welcome! You are invited to join a meeting: CPD - Cash Flow Advisory Masterclass. After registering, you will receive a confirmation email about joining the meeting. 09/10/2022

Cash flow advisory is an ever increasing area SME business owners are looking insight.πŸ‘€

Managing cash flow gaps that exist quarterly due to BAS, PAYG, Income Tax and other payments and spikes is complex. 🀯

Funding expansion for new equipment, staff or new locations? πŸ”§πŸ§±

Managing sudden increase in costs, delays in supply or other market disruptions.

Cash flow is impacted by so many different factors and each of these combined are bespoke to the business.

Following on from the recent webinar, cash flow modelling with Xero masterclass, we often hear about the uncertainty relating to the process (How?) of delivering cash flow advisory services.

Whilst tools, like EXL Cloud, can help if the process of delivering the service is not clear, scoped appropriately and well priced it can damage your relationships with a client and erode the higher margins you stand to gain from this service.

Join David Boyar and Lance Rubin for the Cash Flow Advisory masterclass.

We'll show you how to:

1) Apply a structured approach to delivering cash flow advisory

2) Consider and manage scope creep and risk associated with advisory services

3) Price the service and the key factors to consider when approaching it from a value vs time perspective.

The masterclass will cover some of our hidden secrets on successfully running cash flow advisory projects that empower your business and your clients to gain insight and deliver better decisions making.

Places are limited, so be sure you register below.πŸ‘‡

Welcome! You are invited to join a meeting: CPD - Cash Flow Advisory Masterclass. After registering, you will receive a confirmation email about joining the meeting. Following on from the recent webinar, on cash flow modelling with Xero masterclass, we often hear about the uncertainty relating to the process (How?) of delivering cash flow advisory services. Whilst tools, like EXL Cloud, can help if the process of delivering the service is not clear, scoped appro...

29/08/2022

Next week we will be at in Sydney.

It’s been an incredibly exciting journey in such a short space of time and so looking forward to this sold out event!

Hope to see you there for the latest and greatest in leveraging the cloud and Xero

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