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Client Advisory Services

Elevate Your Client Advisory Services with LiveFlow’s New Courses on Earmark

Blake Oliver · October 31, 2023 ·

We’re pleased to welcome the “Empowering Client Accounting Services (CAS) with LiveFlow” channel to Earmark! Presented by LiveFlow, this channel focuses on taking CAS to the next level.

Read on for details about their first course and how to start earning free CPE credits.

Overview of the Channel

The “Empowering CAS with LiveFlow” channel features webinars and courses aimed at advancing accounting professionals’ client advisory skills.

Topics covered include:

  • Financial forecasting and projection strategies
  • Data-driven insights for strategy and growth
  • Technology to improve workflows and advisory
  • High-value services like budgeting and planning

With real-world expertise, this channel provides the knowledge to expand your CAS offerings.

First Course Details

The debut course dives into 13-week cash flow forecasting to elevate client financial planning.

Led by Amy Walker, CPA and Anita Koimur, participants will learn:

  • The role and value of 13-week forecasts
  • Steps for building accurate cash flow projections
  • Using forecasts to guide business strategies
  • Reporting methodologies and best practices

Listeners will gain skills to immediately improve their CAS capabilities.

Earn Free CPE with Earmark

Earmark makes it easy to earn CPE credits for listening to accounting podcasts and webinars. 

Get started with LiveFlow’s cash flow forecasting course here.

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