Case Study: On the Books Accounting & Consulting improves cash flow forecasting and client outcomes with CashFlowTool

On the Books Accounting & Consulting - Customer Case Study

On the Books Accounting & Consulting is a virtual bookkeeping and consulting firm serving growing real estate and technology companies across the U.S. To help clients better understand cash flow and reduce reliance on cumbersome spreadsheets, the firm looked for a more efficient, accurate, and client-friendly way to manage forecasting and reporting. They chose CashFlowTool’s partner program and cash flow management platform.

With CashFlowTool, On the Books can give clients an easier way to view cash flow, learn from helpful videos, and run “what-if” scenarios to predict the impact of changes like hiring or losing a client. CashFlowTool helped Pam Stocks’ firm improve efficiency and accuracy, streamline setup, and provide better outcomes for clients by making cash flow planning more understandable and empowering.

On the Books Accounting & Consulting

Pam Stocks

CPA & Owner