Cash flow is the lifeblood of every business and it’s up to financial advisors to help their clients maintain healthy cash flow, initiate growth and plan ahead for a rainy day. Cash flow forecasting or financial forecasting plays a major role in determining both the short-term and long-term success of a company.
Join us for a presentation of exclusive research and practical insights from industry leaders on ways forecasting for the future will secure business success. During the presentation, we’ll also highlight accounting partners and showcase how they use cash flow forecasting to keep their clients thriving amid crisis.
Keith Bateman works with accountants and bookkeepers around the U.S helping them develop forward-thinking and efficient practices. As the Head of U.S. Marketing at Receipt Bank, he assists practices of all sizes to realize the immense benefits that technology can deliver to their clients and overall profitably. Keith also speaks to organizations across the U.S. on topics surrounding business sustainability, bookkeeping efficiency, and technology implementation.