XT2 Case Studies 

For Accountants and Other Finance Professionals

The following informal case studies represent some of my recent experiences employing Up Your Cash Flow software in real-world situations at my firm.

I’m sharing them with you to demonstrate not only the ease of use and time savings associated with the program, but the power it possesses in terms of helping you add value to your client service offerings.

(Click on the title to open the document)

Case Study I : Using Up Your Cash Flow to Gain New Business

Discover how Harvey turned a phone call into a new client for the firm using Up Your Cash Flow. He met with the prospect, developed an analysis gained a new client for the firm - all in 90 minutes.

Case Study II : Using Up Your Cash Flow to Analyze a Corporate Acquisition

How Harvey employed Up Your Cash Flow to enhance client services through a detailed analysis of a corporate acquistion for an existing client - in six hours - the bulk of which was time spent with his client's CFO.