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Upcoming Float Webinars
Learn how to cash flow forecast for your business or your clients
Session 1: Introduction to Float
In this session, we’ll cover an overview of how to use Float, and an introduction to all of the new updates we have released. You will also have time to ask our team questions at the end.
Session 2: Building out your budgets
In this session we’ll look at creating budgets to help you build an accurate and easy-to-understand, visual forecast.
Session 3: Scenario planning
In this session you’ll learn how creating scenarios will help you answer your ‘what if’ questions, and plan for future decisions.
For Accountants & Bookkeepers
Session 1: An introduction to Float and the partner program
You’ll learn how to use Float to deliver your cash flow service and discover the benefits and support provided from becoming a Float partner.
Session 2: Introducing your clients to cash flow forecasting
We’ll go through how to identify the ideal clients for cash flow forecasting and how to explain value of cash flow forecasting as a service.
Session 3: Building a profitable cash flow service
We’ll walk through how to price and market your cash flow service and how to have meaningful cash flow conversations with your clients.
On-Demand Webinar Recordings
Guest Speaker Webinars
None currently scheduled.