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How to Consult Clients on Cash Flow

HOW TO CONSULT CLIENTS ON CASH FLOW

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 28, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Are cash flow issues keeping your clients up at night? As an advisor, one of the most valuable things you can do for clients is to help them keep their businesses on track when it comes to cash flow. After all, 82% of businesses fail due to cash flow issues! When you put together a cash flow forecast and plan, you give your clients more confidence in their businesses while building deeper relationships with them.

In this webinar, we’ll walk you through how to offer cash flow consulting services to your clients, explain how to structure those conversations, and give you a demo of Relay and Fathom — both tools that can help take your cash flow advisory to the next level.
 
Learning Objectives: 


  • Recognize how to get a deeper understanding of your client’s business

  • Determine how you can start leveraging cash flow consulting to build deeper relationships with your clients

  • Give examples of best practices and frameworks from Salma Hatim, CPA, whose firm PROKONECT specializes in advisory services

  • Evaluate a walkthrough of Relay and Fathom to learn how you can help your clients get control of their cash flow with ease

  • Determine how to serve clients using varied cash flow management methods 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Yoseph West

Relay Financial
Co-Founder and CEO
yoseph@relayfi.com
(888) 205-9304

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Yoseph West is currently co-founder and CEO of Relay, banking for growing businesses. Prior to founding Relay, Yoseph led marketing at Hubdoc from its early days to its acquisition by Xero.
 
Working closely with accountants and bookkeepers, Yoseph repeatedly saw the need for better business banking. That’s why he founded Relay, banking designed to enable growth, accelerate collaboration, and improve financial visibility.
 
Prior to Hubdoc, he co-founded Vuru, a stock analysis platform for retail investors, and led it through its acquisition by Wave Accounting.

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Rowan Eister

Fathom
Head of Partnerships & Business Development
rowan.eister@fathomhq.com
+61 7 3333 2239

Fathom logo new

Rowan heads up business development and partnerships for Fathom's US team. She has been with Fathom for about 4 years and in her time there has worked with accounting and advisory firms of all shapes and sizes from solo practitioners to Top 100 firms. She is passionate about helping firms leverage the power of Fathom to transform their practice and add value to their client relationships.
 

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Salma Hatim

PROKONECT
CPA, Founder & Managing Director
salma.hatim@prokonect.com
(281) 899-0873

Prokonect

Salma is a CPA, CFO, and CEO of PROKONECT, passionate about accounting, finance, and business. In her career, she has served businesses from all over the world and with different accounting guidance, ensuring they are compliant, performant, and continuously growing. She has worked with businesses of all shapes, models, industries - from start-ups to billion-dollar companies. She also participated in two IPOs and has been involved in multiple advisory projects including research of complex accounting treatments.

Salma also leads a non-profit organization called ZIM (zimbank.org) based in California, USA. She is the operational and financial leader and has been growing the organization since 2013. ZIM provides zero-interest microfinance loans to low-income aspiring entrepreneurs across the globe.
 

About Our Presenter

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Relay is turbocharged banking for small business. Open an account in minutes, issue corporate cards in seconds and automate bookkeeping.

Banking is the nerve center of small business and yet, it has long been a tax on small business. Relay Financial is building banking that automates financial management and helps small business owners get back to doing what they love!