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CashFlowTool

Why do we need to change the conversation around cash flow? Current conversations focus on trying to survive instead of planning to thrive and managing that state when we and our clients get there. This is part of the problem. Read more

Payroll & Merchant Services

The CashFlowTool Partner Program is an exclusive program for accountants, advisors and bookkeepers and is designed to jump-start or expand your practice to include cash flow services. Read more

Vendor Corner

As a business owner, you know there are always variations that come up where you need to do some what-if scenario planning or adjustments to ensure your cash flow forecast is as accurate as possible. Learn about how CashFlowTool does just that. Read more

Vendor Corner

CashFlowTool securely connects to QuickBooks and immediately unlocks powerful cash flow insights. With CashLearn™, CashFlowTool predicts the future with confidence, so you can understand your current and future cash flow situation. Read more

Vendor Corner

Oct. 17 @ 2:00 p.m. ET: In this session, we'll focus on why helping your clients with their cash flow is a significant opportunity for your firm, benefits for your client, how to communicate value and technology that helps along the way. Read more

Educational Webinars

Oct. 8 @ 12:00 p.m. ET: Let us introduce you to CashFlowTool so you can learn how easy it is to add cash flow advisory services to your firm and use the easiest, yet most powerful cash flow management and forecasting tool on the market. Read more

Educational Webinars

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