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How Being a Banking Partner Can Level Up Clients’ Cash Flow Clarity
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As an accountant or bookkeeper, one of the most valuable things you can do for a client is to help them understand the cash flow in their business. After all, 62% of all small businesses have had at least one cash flow problem and 82% of businesses fail due to cash flow issues
How does being a banking partner help? As a banking partner you can offer tools, strategies and insights for clients to make highly informed decisions about their day-to-day banking and cash flow — which can lead to more financially healthy businesses.
In this webinar, Relay will explore:
What a banking partner is and how to become one
The connection between banking and cash flow clarity
How to identify clients that need a banking partner
How to start a conversation with your clients about banking
A walkthrough of how Relay is build to support you as a banking partner
About the speakers:
Blake Oliver, CPA, is an accountant, entrepreneur, and podcaster who specializes in technology. He is one of Accounting Today’s Top 100 Most Influential People and has been named a 40 Under 40 in the accounting profession by CPA Practice Advisor. Blake produces and co-hosts the Cloud Accounting Podcast, a Top 50 Business News show on the Apple charts and the most popular podcast for accountants and bookkeepers in the world. He is the founder and CEO of Earmark CPE, an app that gets you CPE credits for listening to podcasts. He lives in Scottsdale, Arizona, where he likes to hike in the winter and swim in the summer.
Deanna Zubrickas - RelayFi
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