New year essentials: Check clients are on the most efficient plan
Outline
Watch this if you are:
- An accountant or bookkeeper looking to help clients get paid on time, automate workflows, stay on top of cash flow and gain better insights over their financial health
Watch this to learn about:
Benefits of reviewing your clients plans and equipping them with the right tools
Customer credit limits to help with debtor management
Online invoice payments to help get paid faster
Automatic invoice reminders to automate debt collection
Hubdoc for automating supplier bills & receipts
Short-term cash flow to project cash flow 7 to 30 days out
Business snapshot to view financial health