CASH FLOW ACCREDITATION PROGRAM (CFA)
BUSINESS ANALYSIS MEETING
Demonstration of the business analysis meeting
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VIDEO
This procedure is to be used to explain how the Jim's Bookkeeper CFA uses the BA software to show the client how the six cash drivers are used to improve cash flow and profit using the clients data.
The aim of the meeting is to agree with the client to commence a full monthly cash flow accounting program and/or additional services like bookkeeping and tax.
Templates:
- BA software - Note you may have downloaded this software from previous topics. (Note you will need a login and password)
- Menu of services - example
- Fixed price agreement example
