1 min read

Workflows for managing client cash flow

By Yoseph West

Co-Founder & CEO, Relay

As an accounting or bookkeeping firm, it's no small task to help clients manage their cash flows. Every business owner faces their own unique set of challenges which means your firm has to be prepared for anything.

In this webinar, we dive into how firms can construct agile and automated workflows to help clients manage cash flow. We teamed up with Josh Lance of Lance CPA, and our friends at Xero and Practice Ignition.