Cash Flow Adviser Accreditation (CFA)

CASH FLOW ACCREDITATION PROGRAM (CFA)

THE STEPS FOR CASH FLOW ACCOUNTING

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VIDEO

The basic steps for cash flow accounting are as follows:

1. Prospect conversion
2. Update and reconcile all accounts. 
3. Prepare the budget
4. Set the KPI's
5. Review the budget and KPI's monthly
6. Implement improvement to KPI's