Cash Flow Forecasting

A new source of revenue • A new business development tool.

• Use Cash Flow Forecasting to increase revenue.
• Help clients manage their future cash flow requirements.
• Give yourself the edge.

Cash flow forecasting services is great for business development. Most CPAs don't do it.

I know it works. I use it. My name is Harvey Goldstein. For over 30 years I was the Managing Partner of SingerLewak, LLP a top 100 CPA firm located in Southern California.

I developed Up Your Cash Flow software for the purpose of helping my clients and providing added value. Accountants spend the majority of their time telling their clients what their business did in the last year. Now you have an opportunity help your clients navigate their future. Tell them what they are going to do.

To help you provide this service we have 2 options available.

Option 1: Do it yourself

With your purchase of XT2 Budgeting & Forecasting Software and annual support we will include up to 2 hours of free online training. In addition: you'll get Free marketing materials including PowerPoints and documents to help you promote your cash flow forecasting services.

Video #1: Overview (This video will give you a complete overview of Up Your Cash Flow Software)

Video #2: Getting Started (This video will show you how to save a tremendous amount of time in getting started with Up Your Cash Flow Software)

Like what you see? download a FREE Trial of SmartStart or XT2 Today!

Download a free trial now!

Option 2: Let us do it for you

Not interested in learning new software? Outsource the forecasting work to us. You sell the service to your clients and deliver the results and leave the number crunching to us.

Call 800-873-7789 x101
Let's discuss our outsourcing services.