Retrospective analysis is a cornerstone of any advisory firm.
But in today’s financial landscape, there is a growing demand among clients for a different kind of service—one that takes a strategic look into the future to provide the forward-looking financial guidance that businesses need to ensure long-term success.
Note: this webinar has already aired. Sign up to watch the on-demand recording!
On Wednesday, May 29 at 1:00 p.m. ET, join us for an exclusive webinar on Becoming a Cash Flow Advisor. Hosted by industry expert Jason Blumer, you'll gain invaluable insights on how to integrate this highly sought-after and lucrative service into your firm’s offerings.
Jason will highlight the growing demand for Cash Flow Advisors, emphasizing the shift towards proactive cash flow management sought by clients. You'll learn how to navigate the transition from reactive to predictive financial advisory, enhance client service rhythms, leverage advanced tools for smarter cash management, and implement pricing strategies that accurately reflect the value of advisory services.
We’ll cover:
📈 Understanding the importance of strategic reporting in financial advisory
🧭 Navigating cash flow structure and rhythms for predictive financial management
👣 The key steps to establishing a successful advisory practice
🔧 How to leverage advanced tools for smarter cash management
Don't miss this opportunity to revolutionize 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.
