Learn how bookkeepers and accountants can increase business with better cash flow advisory practices. That way more value is delivered to clients.


Thanks to sophisticated Fintech software like FINSYNC, repetitive tasks like data entry have become virtually obsolete. Accountants and bookkeepers can stay relevant and win new business. They can strengthen their brand by offering new, more strategic and value-added services.

Cash flow advisory services are a major opportunity for you to position your business as a partner and financial expert. That way your clients can rely on for services that tap into your technical knowledge and ultimately provide valuable insight.

Why Cash Flow Advisory as a Means to Increase Business?

Repetitive tasks were likely a big part of the services you offered in the early days of your business. 

More strategic services like cash flow advisory were probably reserved. For example, when your clients had sudden fires they needed help putting out. Now, integrated Fintech software helps businesses streamline and automate many of these more routine accounting services. 

The benefit of integrating payroll, invoicing and other administrative tasks is the data that comes out of it. Analytics and projections provide insight for cash flow management, payment schedules and long-term planning. This opens up an opportunity for more proactive cash flow advisement. Helping your clients make better decisions for their overall business growth.

As a financial professional, you have valuable access to client data. In addition to wealth of experience from which to draw insights. Cash flow advisory allows you to put those skills to use in more strategic ways. Especially now that the industry is shifting away from tasks that can be automated. 

The data that your clients’ Fintech solutions generate allows you to start conversations around better financial management.  Helping you sell your expertise before potential problems arise.

Cash Flow Advisory Services to Focus On

Consider which cash flow advisory services would be right for your business. Do this based on your experience and the data that you have access to. These choices will help you determine how to brand your bookkeeping or accounting business. To be able to reach new and existing clients looking for more strategic accounting help. Consider the issues that your current clients are facing. What services would they benefit from the most?

Here are some of the best opportunities available to you:

  • Cash Flow Forecasting: Annual or periodic forecasting is a great way to learn from past business trends and add consistent value by helping your clients stay ahead of any potential cash flow issues.
  • Cash Flow Management: For shorter periods when cash flow may be a higher priority, or during specific projects that put a strain on finances, helping your clients manage their cash flow can be an invaluable service. 
  • Opportunity-Based Cash Flow Projections: Running projections for specific scenario planning such as capital expenditures, hiring and more can present your clients with options when making critical business decisions.

FINSYNC Supports Cash Flow Advisory Services

Advisory services help leverage your specific expertise. They will also be significantly affected by the payroll, invoicing, bill pay and accounting software available to your client. Using a solution like FINSYNC provides the tools and analytics necessary to offer insightful cash flow advisory services. In part because future transactions live in the same database as accounting. Also because the system contains purpose-built tools for managing cash flow. 

Here are a few of the main benefits FINSYNC brings to cash flow advisory:

Relevant Analytics From an Integrated Platform

By offering a complete cash flow and accounting solution that integrates everything. From making payments to processing payroll, FINSYNC can analyze data from every angle of a business. This presents a more complete, intelligent forecast of future cash flow and business performance.

In terms of cash flow analysis, the ability to view employee time tracking in real-time and client pay schedules in an integrated financial software. This allows you to more accurately predict if the business will have an issue making payroll. Or the client needs to adjust to better manage invoicing and bill payments. 

FINSYNC Pay Offers Control Over Cash Flow, So You Can Increase Business

With FINSYNC Pay, your clients now have the ability to use their credit card for traditionally cash-only payments. Giving them ultimate control over cash flow. FINSYNC Pay provides a simple way to send vendors that aren’t set up for credit card processing a credit card payment. It can be accepted with a few simple clicks.

This capability allows you to advise your clients when they should free up their cash flow by using credit for expenses such as rent. With more flexibility, you can present better cash flow advisory strategies. As a result, your clients can worry less about making payroll or missing a vendor payment.

Solutions like FINSYNC help automate repetitive accounting tasks. In addition, they present a wealth of data your clients will look to you to help process. Should they make payments now or later? Should they secure financing? What financial pitfalls are on the horizon? 

You can be an early adopter of this emerging form of advisory service by offering cash flow advisory services while supporting clients. By using a solution like FINSYNC. Seeing rapid demand growth and delivering exceptional value to clients.

Reduce Costs with Virtual Bookkeeping or Accounting. FINSYNC connects you with the right bookkeeper or accountant for your business.