In Part 1, we focused on transitioning from reactive to predictive financial advisory, enhancing client service rhythms, and leveraging advanced tools for smarter cash management. In this second webinar, we'll dive even deeper into the critical components of cash flow management.
On Wednesday, July 24 at 1:00 p.m. ET, industry expert Jason Blumer will guide you through the intricacies of cash flow management. You’ll learn about cash flow timelines and structures, essential elements for effective financial advisory. Advising on cash flow requires adapting our cash patterns and structures, and we’ll explore innovative ways to manage them proactively. Don't miss this opportunity to elevate your firm's offerings and become a trusted Cash Flow Advisor.
We’ll cover:
📈 In-depth breakdown of cash flow timelines & structures
🧭 Key considerations in selling cash flow advisory services
🔧 How to leverage advanced tools for smarter cash management
Don't miss this opportunity to level up your practice, differentiate yourself in the market, and meet the growing demands of your clients for proactive financial guidance.
About Jason Blumer
Jason Blumer is the founder and CEO of Thriveal, a community that helps entrepreneurial CPA firm owners connect, learn and grow. Since 2010, Thriveal has helped many small firms grow by providing coaching services, webinars, firm consulting, monthly growth groups, and live events. He is also the CEO of Blumer and Associates, CPAs, co-hosts two podcasts (The Thrivecast, and The Businessology Show), and has been honored as one of the Top 100 Most Influential People in Accounting by Accounting Today.
