As a cloud bookkeeper, we aim to provide simple advice to our clients that improves their business, and makes it easy for them to understand and implement.
Managing cash flow is stressful but a constant in business. So we use Vistr to give clients a clear picture of their cash flow in the next three months. They feel in control and get peace-of-mind to focus on their business.
Cash flow forecasting with Vistr requires minimal pre-meeting preparation. Vistr automatically syncs with Xero, so when we keep the books updated, we just login to Vistr at the client meeting.
The information is so easy to understand that we use it with our clients during meetings. It helps us further demonstrate value to our clients. They get really engaged with Vistr. We even give them access to their Vistr account. It's great to see that they check the cash flow every week, and put our advice into practice.
My client is a fast growing digital agency that designs and builds websites for some of Australia's best-known companies. Their work is project based, cash flow is lumpy, and large companies tend to be late payers.
Managing cash flow is a challenge for them, frequently they feel like they are not in control. We helped them by offering cash flow forecasting with Vistr.