The Cashflow Forecast: How to turn cashflow into a structured advisory service

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About this session

In this session, we explore the key steps that accountants need to take to turn cashflow into a structured advisory service. With lockdown forcing many accountants to flex their advisory muscles and put together cashflow forecasting and business survival plans for clients, Nick Levine will speak with a panel of accountants to find out how cashflow has become so integral to their advisory services.

Questions covered will include:

  • How do accountants use cashflow in their advisory service?
  • What do those meetings actually look like?
  • How to do your price cashflow advisory services?
  • How has Covid-19 altered cashflow service offerings to clients?

Register now for this topical debate, with live audience Q&A with the panel.

Limit: 500 places

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About The Cashflow Forecast:
Cashflow forecasting has gone from an interesting innovation to the single most important thing you can do to help you and your clients plan for an uncertain future. Rapidly improving technologies and new pricing models means this first step into advising clients on cash management can be easier and more affordable than you think.

Every episode, Nick Levine and a panel of experts show you how to get to grips with this crucial skillset for your clients – and you.

Nick Levine is a chartered accountant and journalist, with a particular interest in fintech and entrepreneurship. He was formerly the Advisory Lead at Deloitte’s Propel, and the Head of Enterprise for ICAEW. His writing portfolio includes The Times and Wired.

Nick is a member of the Advisory Board for AccountingWEB Live's debut exhibition in December 2020. Click here for more information.

Speakers