Want to level up your advisory or fractional CFO services? Start with what clients care about most: cash flow. This session shows you how to turn cash flow management into a high-impact, high-value offering, while clarifying where your practice fits best across consulting, advisory, and implementation. You'll learn how to spot your ideal clients, leverage cloud-based tools for smarter insights and stronger communication, and price your services for both value and sustainability. It'spractical, strategic, and designed to help you scale your impact. You'll learn how to: Make cash flow management a core part of your value prop Choose the right service model for your firm Use modern tools to deliver insights clients actually use Package, price, and position your services for growth Ideal for advisors ready to deepen client relationships and drive smarter business decisions. This session was recorded on April 17, 2025 for CalCPA'sPractice Management Bootcamp conference.
Learning Objectives
• Identify key concepts in advisory and cash management.
• Determine differences between Consulting, Advisory, and Implementation.
• Evaluate cloud-based tools for client solutions.
• Identify pricing strategies and calculate ROI effectively.
Major Topics
• Leveraging cash management services
• Importance of cash management for business
• Identifying your target cash clients
• Service models: Consulting, Advisory, Implementation
• Harnessing modern cloud-based tools
• Pricing and packaging advisory services
• Strategic approaches to business development
