Sometimes getting clients to pay attention to the numbers can be a challenge. Even if it is to help them manage and master cash flow. After all, cash is the lifeblood for a business.
What if you could engage in a conversation about what is important to them in their business? What's keeping them up at night? And then, with that conversation you can help them understand how their financials may be contributing to their frustration or supporting what's possible.
In this session you will learn:
- The three areas you can focus on with your clients every 90 days
- How CashFlowTool can drive quarterly business review conversations
- How a 90-day focus can help you grow and maintain your business well
Register now as we are limited to the first 50 people!
Presenters for this session:
Justin Pulgrano is the Vice President of Sales & Partner Success at Finagraph. Justin helps accounting professionals introduce new advisory services and revenue streams to their practice using Finagraph’s CashFlowTool. Prior to joining Finagraph, Justin spent 8 years at Ernst & Young LLP leading M&A advisory and assurance teams.
Audrey Godwin has 20+ years of experience as a CPA and CFO in public accounting, government and private industry. As part of Finagraph’s Partner Success team, she leverages her experience to help accountants and consultants use CashFlowTool to deliver cash flow advisory services to their clients profitably.