Course curriculum

    1. Practical Experience of Offering a Cash Flow Service

      FREE PREVIEW

    1. Session 1: Why offer Cash Flow as a Service (Replay)

    2. Session 2: Setting up a Cash Flow Forecast for the First Time (Replay)

    1. How to Book Your Power Hour with Float

    1. Session 3: Advanced Cash Flow Planning (Replay)

    2. Session 4: The Monthly Meeting, Selling and Pricing (Replay)

    3. Session 4: Marketing Resources (Presentation and Social Media)

    4. Session 5: Pricing and Selling a Cash Flow Service + Q&A (Replay)

    1. Float Certification

About this course

  • Instalments 3x£179+VAT
  • 9 lessons

You'll Learn

Over a course of five trainings you'll learn everything you need to know about selling and delivering a cash flow service in your practice.

  • How to Plan your New Cash Flow Service

  • How to Price and Sell a Cash Flow Service

  • How to Build a Cash Flow Forecast

  • How to Deliver a Cash Flow Service

Your Instructors

  • Jo Wood

    Founder of Jo Wood Virtual FD, sold in 2023. Jo shares her experiences of building, selling and operating a cash flow service for her clients.

  • Colin Hewitt

    Co-Founder of Float, Colin will teach how to build a cash flow forecast around a business's regular cash flows and advanced scenarios.

  • Float

    You'll be invited to book a 1-1 Power Hour with the Float Team to get support specific to your practice.

Heres what Jo said about offering a cash flow service

Introductory Programme Price Ends 2nd September

Start offering a Cash Flow Service today.

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FAQ

  • How do I attend the training sessions?

    This course is being taught live and will be available on demand in future. Join the sessions live from 12-1pm on 2nd, 3rd and 11th September 2024. The final session will be an extended session running from 12-2pm on 12th September.

  • Who is this course for?

    This course has been designed for bookkeepers who want to offer a Cash Flow service for their clients.

  • What kinds of situations will you teach me to forecast for?

    Part 1 covers the foundations of cash flow forecasting including invoices, bills and daily cash flow. Part 2 goes into more depth around scenarios, projects and transactions with timing adjustments such as VAT.

  • What do you know about Cash Flow?

    This programme has been built around the service Jo Wood sold her clients at Jo Wood Virtual FD. Jo is sharing the proven process for serving her clients, whilst Float are sharing the techniques that will help your clients forecast for their futures.

  • How much can I sell Cash Flow Services for?

    We have designed this programme so you can recover the investment by selling a cash flow forecasting service to one or two clients. Your pricing will vary depending on your confidence, the depth of planning you offer and your client needs, and the level of contact you offer your clients. We cover pricing in the programme with suggested prices for the service based on different client scenarios.

  • Do I have to use Float?

    No. Float have collaborated with us to deliver this course bringing their expertise of Cash Flow Forecasting, but the principles of Cash Flow apply whichever software you choose to work with.

  • Why is the pricing increasing in the future?

    We are running this programme as a beta test of a new format of course. So we can learn and improve, this brand new programme is being offered at a beta price of £537+VAT (or £449+VAT if you pay in full). A future version of this programme will be at a higher price.