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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.

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