Advisor Alliance: CashFlowTool by Finagraph

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Insightful Accountant strives to provide you, our QuickBooks ProAdvisor, Accountant, Bookkeeper and Business Consultant readers with information about opportunities to serve your clients, build your practice, and bolster your compensation through this series we call ‘Advisor Alliance’. The focus of this series will always be product developers and vendors who offer some form of alliance, partnership, or referral program that might be of interest to you and your practice.

Recently, Insightful Accountant published one of our Second Look features about CashFlowTool by Finagraph. CashFlowTool connects to QuickBooks (Online or Desktop) to show you a bird's-eye view of your current and future cash flow situation along with 30 important business metrics. Their CashFlowTool Partner Program is an exclusive program for accountants, advisors and bookkeepers. It has been designed to help professionals jump-start or expand their practice with respect to the inclusion of cash flow services to their clients. With CashFlowTool you can be the cash flow expert your clients need providing their cash flow management and forecasting services, providing 4 quick benefits to not only your clients, but you and your practice as well:

  1. Easily forecast your clients’ cash flow:  In a matter of seconds, you can see your client’s future cash flow by connecting CashFlowTool to QBO or QBD.
  2. Be the cash flow expert:  Focus on proactive active advice to help your customers with cash flow.
  3. Easy to implement:  It’s simple to add cash flow services and onboard your clients.
  4. Quickly grow your revenue:  Grow your revenue by adding cash flow services for your clients

Because Accountants, Advisors or Bookkeepers use CashFlowTool to help their clients understand and forecast their cash flow, they typically use CashFlowTool as the way to introduce cash flow services to these small business. As such, they receive the CashFlowTool Basic Partner Program 'FREE' when they purchase their CashFlowTool accounting plan. Additionally, CashFlowTool offers a Referral program for accountant or advisors who invite business owners or accountants to try out CashFlowTool. If those businesses purchase a CashFlowTool plan, then that accountant or advisor gets paid, it's that simple.  Since InsightfulAccountant never publishes the actual value of such 'payment arrangements' you should check out the details at this website.

Some of the benefits of this basic partner program include 30-days of consulting and integration assistance, CashFlowTool's Partner Success Guidebook, access to monthly partner webinars, unlimited email and chat support, and authorization to display the CashFlowTool Partner Badge. For additional benefits see the chart below, or consult the CashFlowTool Partner website.

A second partner option, the CashFlowTool Partner+ Program has an annual cost of $495 in addition to the subscription plan for the CashFlowTool. Some of the additional benefits included with the Partner+ level of partnership include a 90-day success program, CashFlowTool training for your team, access to the Business Cash Flow Essentials Online Course (a $149 value) and CashFlowTool Certification training for 1 person (a $125 value). For additional benefits see the chart above, or consult the CashFlowTool Partner website.

While CashFlowTool is straightforward to learn and implement, an official certification course is being finalized, it will be approximately 2-hours in length and require an examination upon conclusion. Those passing the exam will be officially certified and recognized with the CashFlowTool Certification Badge.

So, if all of this sounds like a win, win, win opportunity for your clients, you and your firm, then head on over to the CashFlowTool Partner website for more details, or to sign-up.

Insightful Accountant is also presenting a webinar with CashFlowTool on August 20, 2019 at 2:00 p.m. Eastern Time called "Cash Flow Forecasting: Your Golden Ticket to Advisory Services." Register for that webinar here.