Do you know how to do effective cash flow forecasting / reporting for your clients? If not, this workshop will help you understand the basics of what to look out for and how to best structure the details. Clients will thank you for taking the guess work out of there money management.
This kit includes cash flow forecasting tips document, 15min video tutorial and two cash flow templates. Learn from Business Mentor Kelly Berger’s extensive experience with this approachable introductory course today.
Who this is for
This course is for people who want an introductory understanding of cash flow forecasting and reporting.
What to Expect
Download the 4 digital items and learn about cash flow from the safety of your home or workplace. Approx. 30min Workshop.
This tutorial includes the following digital downloads:
- Cash Flow Forecasting Tips Document (1 page – Microsoft Word)
- Cash Flow Tutorial Video (20 min)
- Cash Flow Forecasting Template (Microsoft Excel)
- Weekly Cashflow Report Template (Microsoft Excel)