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How to Offer Cash Flow Advisory Services with Nick Fox, Vital Addition

November 22, 2018 Matt Bunston

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 financed, 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

During the webinar, we provided a few additional resources – please find them below:

  • Free Hubdoc account – Accounting and bookkeeping firms are eligible for a free Hubdoc partner account. Book a demo here
  • Free Skippr account - Forecast cash flow for free with a Skippr partner account. Sign up here!
  • Cash Flow Advisory Guide – A comprehensive guide that will help you discover who is right for cash flow advisory, apps that can help, and how to deliver these types of services. 

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About the Author

Matt Bunston

Matt is the Australian Country Manager at Hubdoc. He is a graduate of the University of British Columbia where he majored in History. He’s obsessed with music and sports – he believes it’s a healthy obsession.

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