Get expert insights for offering cash flow advisory at your firm

Accounting and bookkeeping firms can provide the most value to their clients by offering proactive advice and answering questions such as, “How is my business tracking?”. However, setting up advisory services can be challenging.

Nick Fox is a Partner at Vital Addition, an Australia-based firm that specializes in taxation, outsourced finance, and CFO advisory. A leader in providing proactive solutions for their SMB clients, Nick has a wealth of experience offering advisory services for cash flow management, and more.

In this webinar, Hubdoc and Skippr chat with Nick about Vital Addition’s approach to offering cash flow advisory services.

Watch to learn Nick’s insights into:

• Setting up the infrastructure required to offer advisory services
• The typical user journey for offering cash flow advisory
• How to empower your clients with proactive advice & predictive insights

Speakers:

Nick Fox, Partner, Vital Addition
Alistair Lamond, Co-Founder & Director, Skippr
Matt Bunston, Country Manager, Australia, Hubdoc

Complete the form to watch the webinar now!