Written with accounting industry thought leaders, this kitbag offers insights, templates, processes, whitepapers, conversation starters, and much more to help you save time and scale your firm. Download your kitbag here.

This comprehensive guide was produced to help Accountants and Bookkeepers better navigate the cash flow minefield and support their clients – by the Cashflow 360 community; Chaser, Fathom, and Soldo. 

Your kitbag includes

  • Identifying cash-in problems with your clients
  • Preparing for client calls
  • How to help clients with credit control
  • Cash-out: conversation starters for clients
  • Cash-out: helping clients control spend
  • Identifying client cash flow problems
  • Working with clients to get on top of cash flow
  • Supporting clients with better business planning

Save time and scale your firm today: download your kitbag.

The Cashflow 360 community – Chaser, Fathom and Soldo, have come together to make sure that advisors are as equipped as possible to support the backbone of the UK economy – SMEs. Whilst each has a specialist domain knowledge over three key areas of the cash flow cycle, the Cashflow 360 community is not about promoting software products…

It’s about building a purposeful community with a shared goal of increasing SME survival rates. It’s about connecting members with the best insights, resources and network possible. It’s about building a more positive future through a robust and healthy SME ecosystem.

This kitbag combines input from accounting industry thought leaders and advice shared during a series of Cashflow 360 community ‘Cashflow Cappuccinos’ – 15 minute video Q&A sessions with progressive accountants. View recorded sessions in the Cash flow 360 Linkedin group.

Take a sneak peek at the Cash flow 360 kitbag or download now.

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