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How to sell, deliver, and get paid for advisory and cash flow management services

Accountants and bookkeepers are expected to provide far more value than simply lodging annual tax returns or keeping businesses compliant, and quite often deliver on advisory and cashflow services as an unintended value-add.

This free e-book will step you through how to showcase the value of these services, implement them effectively, and most importantly get paid for the work you do.

Download the e-book

Complete the form below and we'll email you the e-book


With Practice Ignition and Float you will:

Save time: Practice Ignition and Float make it easy and efficient to send proposals, onboard clients, build cashflow forecasts, and insightful reports - giving you more time to focus on your client relationships.
Reduce or eliminate scope creep: Include advisory and cashflow services in your proposals. Share the process upfront with customers.
Make more profit by charging for your cashflow and advisory services with structured service terms

Book a time to chat

Find more about Practice Ignition today with a personalised 1 to 1 demo.

Working together with Float & PI has allowed my practice to provide clarity to our clients around both their numbers and our billing, ensuring no nasty surprises for anyone.
Claire Grimes
Claire Grimes, Director of Paper Planes

Find out more

For more information about using Float in your practice, book a time to chat.