Deciding how to build app advisory into your services can be a real struggle. Finding a price point and format that works for both you and your clients involves striking a delicate balance. We’ve spoken with our partner accounting and bookkeeping firms, and these are ways our current partners are charging for Float: 1. Include […]
Xero is an online accounting software designed for small businesses. If you’re new to Xero, then this guide to getting started should help you quickly get up and running. Here are 13 steps to get you started using Xero to get a better handle on your finances. 1.Watch the ‘Xero Dashboard’ video The first step […]
Projecting cash flow is hard. But the more accurate you can make a cash flow projection, the more powerful they become. Here’s a list of 9 things we see business owners and finance directors doing that give them mastery over their cash flow predictions. 1. Clearly articulate your plans As Eisenhower once said: “plans are […]
Creating a cash flow forecast in Excel (or another type spreadsheet) can be a critical step towards proactively planning for the future of your business. But keep in mind that a manual forecast is tricky to get right and keep up to date. When you’re getting started forecasting in Excel, take care to watch out […]
We understand how important cash flow forecasting is for a business, especially right now. That’s why we’ve created a cash flow forecast template for you to start using for free today. Simply hit the button below and it’s yours. Do you know exactly how much cash is coming into and out of your business? If […]
We have been working hard on introducing a new feature into Float called ‘Quick Budget Edit’. Simple Copying and Pasting This feature will allow you to copy multiple rows and columns of budget data from another source e.g. a spreadsheet, and paste them straight into Float using keyboard shortcuts (ctrl + c and ctrl + […]
Planning for the future is essential for business success. In order to make confident decisions, you need to know what lies ahead. Understanding the difference between your budget and forecasts can help you to properly plan for the future of your business. What is a P&L budget? Your profit and loss is your business’s financial […]
Can you see an opportunity for using Float with your clients but you’re unsure how best to incorporate it into your workflow? We’ve spoken with lots of partners who use Float regularly, and this is how they do it: 1. Test it out with your own data First and foremost, you’ll want to test Float […]
If you are one of the many businesses that relies on spreadsheets to produce cash flow forecasts, you may have had occasional doubts and concerns about the level of accuracy and time it takes to produce them. You’d be right to question them. The fact is that a whopping 88% of spreadsheets contain errors*. One […]
Float has had a bit of a makeover with several new features over the past 6 months, so we’re introducing each one in a separate article here. Keep your eye out for the next one! Check out why we’re so excited about our Float onboarding guide! Onboarding We wanted to improve the onboarding flow for new users […]
Float has had a bit of a makeover with several new features over the past 6 months, so we’re introducing each one in a separate article here. Keep your eye out for the next one! With our new views in the tab for daily cashflow Float enables you to fully understand the breakdown of your finances on a […]
Float has had a bit of a makeover with several new features, so we’re introducing each one in a separate article here. Keep your eye out for the next one! Here, we tell you all about the new version of our cash flow graph! Want to know more about which graphs your business should be […]
How often should you do your cash flow forecast, and how granular does it need to be? One of the frequent requests we get at Float is for daily cash flow forecasting. A lot of businesses are interested in more granular forecasts to get better insights into how their available cash changes day by day. […]
