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Guides and resources for accountants

Guides and resources for accountants

Resources to help you start advisory conversations and launch Fluidly to your clients

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7 articles in this collection
Written by Andrew Warden

Using Fluidly to help clients access funding

Follow these simple steps to start conversations with clients about cashflow and funding
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Written by Andrew Warden
Updated over a week ago

Using Fluidly for VAT and growth planning at quarter-end

A recap of two ways Fluidly helps you start conversations at the end of a quarter
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Written by Andrew Warden
Updated over a week ago

Using Fluidly for month-end client reports

A recap of two easy ways to use Fluidly with clients at month-end
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Written by Andrew Warden
Updated over a week ago

How to use Fluidly

How-to videos to help you get started with Fluidly
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Written by Andrew Warden
Updated over a week ago

Social media assets and logos

Assets to help you tell clients about Fluidly
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Written by Andrew Warden
Updated over a week ago

How to launch a cashflow service

Start conversations and get clients using Fluidly
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Written by Andrew Warden
Updated over a week ago

Help clients find funding

Learn how Fluidly can handle the hard work and risk
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Written by Andrew Warden
Updated over a week ago
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