The average bank buffer for most businesses in the U.S. was 27 days pre-pandemic. In other words, if revenue stopped, they only had a month to live. Proper payables management is core to any well-run business and a key component of financial management. That's why big companies have controllers! But what about businesses that can’t afford to have in-house controllers? What can you, their advisor, do to help? 

In this webinar, Kelvin Gieck, CFA, alongside Tyler Hickman from Veem, will share with you a proven roadmap from Kelvin’s advisory firm, Twenty Eighty. Learn how to move from once-a-year tax projects to ongoing tax planning, cash planning, and ultimately outsourced controllership. Making this transition can seem overwhelming, but it doesn’t need to be. By gradually transitioning through this three-step roadmap, you can help your clients to clearly see the benefits and value of what you’re providing—while charging higher fees and creating more consistent monthly revenue!

Learning Objectives:

• Outline the three-step roadmap for transitioning from once-a-year tax work to outsourced controllership services 


• Determine why right now is the perfect time to kick this journey off with some hands-on tax and cash planning 


• Identify how tools like Veem and Helm can make offering outsourced controllership services simple and straightforward for you (and your clients!) 


• Design a more hands-on relationship with your clients to become their “indispensable advisor”