The Winning Formula: Adding Cash Flow Services to Your Practice
The phrase takes various forms, but you hear it all the time: “Focus on value-added services.” “Do more for your clients.” “Make the move to advisory.” It’s difficult to argue against, but if you are like most bookkeepers and tax professionals, deciding which new services to offer can be daunting.

Why not start with a service you can easily implement? And something your clients actually need?

According to a 2019 Wakefield Research survey, 61% of small businesses regularly struggle with cash flow. What you don’t know (yet) is that you can deliver cash flow services profitably to all your clients without adding hours upon hours to your workload.

In this session, we’ll focus on:

• Why helping your clients with cash flow is a significant opportunity for your firm
• Benefits for your client (it’s a win-win after all)
• How to communicate the value and pitch your first client on the new service
• Technology to help along the way (CashFlowTool)

Sep 26, 2019 10:00 AM in Pacific Time (US and Canada)

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Speakers

Justin Pulgrano, CPA
VP, Sales & Partner Success @CashFlowTool
Justin Pulgrano is the VP of Sales & Partner Success at Finagraph. Justin helps professionals use Finagraph's CashFlowTool product and Partner Program to introduce new advisory services (cash flow management, forecasting and planning) and revenue streams to their practice. Prior to joining Finagraph, Justin spent 8 years at Ernst & Young LLP leading M&A advisory and assurance teams to serve clients across various industries, including financial services, technology, professional services, and many others. Justin is a CPA in the state of New York and earned his Master of Science in Accountancy from the University of Notre Dame.