Cash Flow Forecasting / Reporting Tutorial


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, 20min video tutorial and two cash flow templates plus a guide. We also work through each software to help you to find the information you need to support your clients in cashflow management. 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’s Included

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)
  • Additional information of software options including Xero, MYOB and QBO and how to access the information in the software
  • Access to a support community in Circle

To purchase go to

Cost $125.00

You may also like…