Learn how to deliver short-term cash flow forecasting as a service
You’ll work through a step-by-step methodology from preparing the forecast to pricing the service. It’s the exact methodology I’ve refined in my own firm over the years.
Here's what you'll learn:
✅ What cash flow forecasting is and who you can offer it to
Learn the difference between short-term cash flow forecasting and other types of forecasting, as well as simple tips for identifying which clients you can offer it to.
✅ What systems and processes a business needs in place to cash flow forecast
Cash flow forecasting can only be done properly with good data coming in. Learn the systems, processes and tech you need to streamline your client’s financial data ready for a forecast.
✅ How to actually create a proper short-term cash flow forecast
Discover the process for creating a short-term cash flow forecast. We’ll teach you the fundamentals as well as how to do it quickly and easily using Helm.
✅ How to converse with clients about your forecast in cash flow conversations
Once you’ve got your forecast, you need to deliver it in a way that your clients understand. We’ll teach you how to relay the forecast, insights, and actions in a way that makes complete senses to them.
✅ How to price cash flow forecasting services based on value, not time
Cash flow forecasting not only delivers huge value for your clients, but also for your business. Learn how to value-price your forecasts and earn at least $500 per month, per client.