Help Your Clients Achieve Their Business Dreams With This Cash Flow Guide

Dec 11, 2020

Elevate Financial Training has launched a new guide aimed at finance professionals who want to better help their clients understand cash flow within their business and plan efficiently.

Are you a bookkeeper, accountant, or financial planner? Do you want to better assist your clients and help them to achieve their financial business dreams? Do you want to elevate your financial planning services by helping your clients to focus on monthly targets that bring them closer to their goal? If you have answered ‘yes,’ this is the forecasting guide for you!

A new expert guide has been launched aimed at you if you are an accountant, financial advisor, or bookkeeper and you want to build better client relationships and teach your clients how to create annual and monthly projected income statements and forecasts.

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The newly launched guide from Elevate Financial Training is designed to help you and other professionals within the financial services sector. It explains that you can help your clients achieve their business goals and targets through thorough financial planning. The team behind the guide explains that after creating the foundations for a long-term business relationship, it is possible for you to focus on yearly financial planning.

You can help your clients exercise good cash flow discipline and enable them to treat each day as an opportunity to build transferable value explains the guide. It adds that as you may be aware, the first step in the financial planning process is forecasting the income statement.

Conventional forecasting methods typically start with an assessment of last year’s sales performance and create a new forecast with anticipated growth or changes in expenses.

While this can be useful for you and your clients, the traditional approach can ignore the transferrable value contribution previously calculated. Creating a high-level monthly income statement to assess if your client’s business dream can be achieved can differentiate you and your team from other financial planners.

Creating a realistic monthly projected income statement can help your clients to see if they are on track each month. The guide explains this approach can help you build long-term relationships with your clients, particularly if you can keep in contact every day or as often as required.

It also enables you to assess your clients’ financial information daily, weekly, or monthly so you can help them achieve their business goals. The guide adds that regardless of the size of the business, there are many ways you can help your clients improve and track the cash flow within their business.

A spokesperson said: “Our mission is to connect business owners with what they need right now to make their dreams a reality. We create software and educational products that help small business owners identify and overcome financial challenges.”

You can find out more by visiting the link provided! Alternatively, you can view more details at

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