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Cash Flow Advisory Lite

Discover a step-by-step training for learning short-term cash flow forecasting and building the foundations of your Cash Flow Advisory offering.

 

Have your clients ever asked you questions like…


“Can I afford to hire a new team member next month?”

“Can you help me create a budget so I know what to spend on different things?”

“If we don’t win this big piece of work, will we have enough cash to make payroll?”

If you answered yes to any - or all - of the above, then your client’s all need the same thing…

Short-term cash flow forecasting & planning.

Maybe cash flow forecasting is something you’ve tried in the past using spreadsheets or clunky, outdated software.

Maybe you’re experienced in longer-term forecasting or using an accrual-based forecasting tool, but your clients need something that’s more granular and grounded in the near-term.

That’s where short-term cash flow forecasting can help.

It can help you to help your clients make important business decisions in the short-term, which will have a huge impact in the long-term.

But trying to jump into short-term cash flow forecasting without a clear process for…

Creating the forecast quickly (and keeping it up to date)
Pricing and delivering the forecast

…will lead to hours of wasted time for you creating a forecast that your clients don’t understand or value.

That's why we created Cash Flow Advisory Lite

To give you the step-by-step training you need to learn short-term cash flow forecasting and start to build the foundations of your Cash Flow Advisory offering.

What is it?

A self-paced course where you’ll learn the process of short-term cash flow forecasting and how to start to build a Cash Flow Advisory offering. It’s the entry-level course for people who want to get started with cash flow forecasting but don’t know where or how to begin.

Who is it for?

Accountants, tax preparers, business advisors and bookkeepers that want to help their clients make important business decisions. It’s best suited for people with some previous cash flow forecasting experience that won’t need much additional coaching & support. 

When does it start?

The course is open all-year-round and is completely self-paced. It normally takes people 3-5 hours to complete the course and 2-4 weeks to start delivering their first forecasts to their clients. Once you sign up you’ll get access to all of the course training materials instantly.

Important - This LITE course is completely do-it-yourself. If you're looking for more hand-holding, coaching, and accountability, check out our Cash Flow Advisory Accelerator.

Hi, I’m Kelvin Gieck, CFA 👋

After holding several CFO level positions with small, private oil, gas, and energy-related entities, I set up Twenty Eighty, a top cloud accounting firm in Western Canada, specialising in part-time controller and fractional CFO services.

After months of wasting hours pulling together manual spreadsheets, I realised there was a gap in the market for a quick and simple short-term cash flow forecasting tool that allowed me to help my clients to make those all-important business decisions - and so Helm was born.

This self-paced course was designed to give you the knowledge and tools you need to be able to take Helm and build, scale, and deliver a high-fee, high-value cash flow advisory service that makes you indispensable to your clients. It’s the exact playbook I’ve been using in my own firm and I’m sharing it with you here.

Kelvin Gieck CFA

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.

 

How does the course get you results?

This course is a do-it-yourself training where you’ll learn the exact process for delivering short-term forecasts. Here’s how it will help you to get results.

Training

Self-paced training

All of the training videos are completely self-paced, giving you a theory, knowledge, and practical tools for implementation that you can work through at your own speed.

Playbook

Process templates

You’ll get access to process templates - based on the Helm Framework - to help you map out how cash flow forecasting services will work in your firm, for your clients.

Plan

Resources & handouts

As well as the training, there are also other resources & handouts to help you implement everything that you’re learning on the course.

Important - This LITE course is completely do-it-yourself. If you're looking for more hand-holding, coaching, and accountability, check out our Cash Flow Advisory Accelerator.

Sign up to Cash Flow Advisory LITE today


Some of our current and past members are currently selling Cash Flow Advisory services for at least $500 per month, per client, with the majority of them managing these services for anywhere from 3-10 clients at a time.

Here’s everything you’ll get:

  • A proven playbook for generating anywhere from $500 to $1000 per month in cash flow advisory and outsourced controller services
  • On-demand education and training you and your team can access at any time to increase your cash flow advisory knowledge
  • Process templates, resources, and handouts to help you implement what you learn during the course

Sign up today for a one-off payment of $599

Frequently Asked Questions