Add Cash Management to Your Fractional CFO Toolkit 2025-26
Provider: CalCPA
Length: 50 minutes
Business Management and Organization
1 CPE Credits
Overview
QAS self study
Financial Planning
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’s practical, strategic, and designed to help you scale your impact.