Repeatable advice

Advisory made simple

Cash Flow Story for Accountants

Step 1 - Load data

Using CFS Advisor is incredibly simple. Grab the last 2 years Accounts and simply input the key numbers into the Scorecard. As we only require up between 10 and 19 numbers, it takes less than 10 minutes to setup a client.

Loading is so simple, no interpretation is required. Everyone in your practice will input the numbers the same way, ensuring consistent results no matter who inputs the data.

Alternatively, we also have a simple Excel loading template which can be used in conjunction with your accounting product.

Step 2 - Understand the story

Prior to client engagement, step through the financial story of your client. Using our unique 4 Chapters concept, Cash Flow Story provides a structured approach for you to understand the financial story of your clients business. Your review will identify problems, highlight key issues and opportunities.

Apply a template to show your client only what they need to see.

Step 3 - Improve their business

Engage with your client over their Power of One. Show them the impact that the 7 key drivers of their business have on their profit and cash flow. For example, show them the impact that price has to volume.

Share any other relevant insights you discovered during your walkthrough, agreeing on Power of One improvements and setting goals for the next meeting.

You will be able to select which screens you wish to email to your client in a colourful pdf, and even allow selected clients to access their own scorecards online.

Imagine being able to show your client the effect of their decisions on profit, cash flow and value before they implement them.

What's next...

To get your copy of Cash Flow Story, head over to the shop where you can can be up and running in a few minutes

View product versions

To find out more, have a look through our Resources section

Cash Flow Story resources