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# Love at First Demo: An Accounting Speed-Dating Showcase
!
! February 14th, 2025
10:00 AM PT | 1:00 PM ET
Join hosts Nick Boscia and Jane Ingram this Valentine's Day as eight dynamic accounting products and services serve up lightning-fast, 5-minute demos. Discover your perfect tech match and find the solution that makes your workflow heart skip a beat! Quick, engaging, and filled with fun, this event will leave you with new tools and maybe a little love for automation.
Get ready to swipe right on efficiency with Love at First Demo 2025.
### About the hosts
**Nick Boscia, CPA, EA - TheBalancedCPA**
Nick Boscia is a CPA, EA, and co-owner of , where he modernized his family’s accounting firm by integrating cutting-edge technology and operational efficiencies. Known professionally as , Nick is passionate about helping accountants build thriving businesses while maintaining personal fulfillment.
With over a decade of experience in tax and advisory services, Nick has become a sought-after speaker, sharing actionable strategies on tech adoption, workflow optimization, and balancing work-life demands. He serves on Intuit’s Tax Council and ADP’s Accountant Advisory Board, contributing thought leadership on the future of the profession.
Nick’s mission is clear: redefine success for accounting professionals by proving that business growth and personal well-being can go hand-in-hand. His sessions are known for being engaging, insightful, and packed with real-world solutions for driving firm success while staying future-ready.
**Jane Ingram**
With over 10 years of digital marketing experience and a childhood spent dodging 1040s in her family's cross-border immigration and tax prep firm,  has spent her life working with small businesses, financial professionals, and technology. At Forwardly, Jane is the Director of Operations and Marketing, which generally means you'll see her running around accounting events in a sparkly orange sequin jacket or answering your emails when you have a question.
### Register Now
### Meet our presenters
#### Forwardly
Has your heart been broken by slow, overdue payments? Whether you're paying vendors, requesting payments from clients, or looking to get paid automatically each month,  is here to make your dreams come true with instant bill payments and a unique 4-way sync.
#### FirmOS by Brian Clare
Imagine a tool that understands your business’s heart and soul as intimately as a partner knows your deepest thoughts. , with its customizable Notion template, is not just a solution—it’s your business’s soulmate, ready to transform and elevate your accounting operations like a match made in heaven.
#### Starfish
If you are a bookkeeper or accountant looking to grow your business  can help. One of the hardest parts of growth is scaling yourself. We are helping our bookkeeping partners scale monthly reviews, upselling clients from bookkeeping to advisory, and making clients stickier. AI is here to be your friend and empower you, not replace you.
#### **Fyle**
Love isn’t supposed to be complicated, and neither should expense management. From automating tedious tasks, offering text based expense tracking to real-time credit card reconciliation,  is the soulmate your accounting team has been waiting for. Say goodbye to messy spreadsheets and hello to a lasting relationship.
Published 2025-01-06By Categorized as  Tagged 
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# Cash Flow Hacks: How Founders Can Manage Startup Funding Like A Pro
If you’re a startup founder, you know that cash flow can be a real struggle. Many founders find themselves in a tight spot, trying to balance operational costs while fueling growth. You’re definitely not alone— report cash flow issues as a leading cause of failure. The pressure to stretch every dollar can be overwhelming, but managing your startup funding doesn’t have to be a headache. With a few smart strategies, you can tackle the financial challenges head-on and keep your startup thriving.
## Are you negotiating better payment terms with your vendors?
One effective way to boost your cash flow is by negotiating better  payment terms with your vendors. Extending your  can improve your cash flow significantly. For example, many startups have successfully negotiated from standard 30-day terms to 60 or even 90 days, allowing them to allocate more cash toward marketing and product development without immediate pressure.
When negotiating, I think it’s essential to be transparent about your situation. Vendors appreciate honesty, and they might be more willing to accommodate your request. Also, consider offering something in return—like committing to larger orders or longer-term contracts. Building strong relationships through regular check-ins also helps create trust, making vendors more willing to support your startup’s funding needs.
## Have you automated your accounts payable (AP) process yet?
Automating your accounts payable (AP) can save you time and make your cash flow more predictable. Companies that automate their AP processes can save in processing costs. This efficiency is crucial for startups operating on tight budgets.
I recommend looking for modern payment solutions that streamline your AP process, allowing you to automate recurring payments, offer faster payment options like  and connect seamlessly with your accounting software. These tools not only save time but also minimize errors, ensuring that your  is both accurate and reliable.
## Are you keeping a close eye on your receivables?
It’s vital to have strategies in place to encourage timely payments from your customers. It’s also a smart idea to look into instant payment options. Many startups are now using networks like the FedNow Service and the RTP Network to make payments happen right away. A recent survey showed that  of businesses and 74% of consumers are embracing faster or instant payments in 2023. This trend can truly help you shrink your receivables, even down to zero.
By adopting these speedy payment solutions, not only can you speed up your cash flow, but you also boost customer satisfaction by giving them more flexible payment choices. Using instant payments can really transform your startup’s financial game, keeping you ahead of the curve in managing your finances effectively.
## Are you forecasting accurately and planning ahead?
Accurate forecasting is essential for successful cash flow management. Companies with rigorous forecasting processes perform better than those without. By closely tracking your cash flow projections, you can adjust them in real time to account for unexpected changes.
It’s crucial to prepare for unforeseen expenses or slow sales months. I suggest maintaining a reserve fund of at least three to six months of operating expenses. Also, securing a line of credit can provide a crucial buffer that allows you to tap into funds when necessary, keeping your operations running smoothly.
Investing in the right software can give you a clear, real-time view of your cash flow. With this proactive approach, your startup funding stays strong, and your business can continue to grow smoothly!
## Are you using short-term financing wisely?
Short-term financing can be a lifesaver for closing those annoying cash flow gaps, but it’s important to use it wisely to avoid a debt spiral. In fact, small businesses secured  in SBA 7(a) loans last year, showing just how crucial these funds can be.
When considering short-term financing, I recommend starting by clearly defining why you need it—whether to cover unexpected costs or seize a growth opportunity. Be sure to compare the terms of different financing options to find the best rates and repayment plans for your situation. And remember, establishing a solid repayment strategy is key to keeping your finances on track.
Consider alternatives like lines of credit, which provide flexibility without the commitment of a long-term loan. Invoice factoring can also be a valuable option; this allows you to sell your outstanding invoices for immediate cash, improving your liquidity. For example, if a client owes you $10,000 but won’t pay for 30 days, factoring could provide you with around $8,500 immediately, easing your cash flow constraints.
By using these options strategically, you can keep your business running smoothly and allocate startup funding effectively while minimizing the risk of falling into debt.
Originally published on .
Published 2025-01-03By Categorized as ,  Tagged , 
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# Top 5 Useful Tips for Invoicing Your Clients
Everyone involved in the business knows that invoicing clients isn’t the most glamorous part of running a business, but it’s essential to keep the cash flowing. Whether you’re a small business owner or managing a growing team, getting invoices right can mean the difference between a healthy bank account and awkward follow-up emails.
If you’re dealing with complex , things can get tricky fast—think juggling multiple payment terms, ensuring accuracy, and keeping clients happy. But don’t worry! Invoicing doesn’t have to be a headache. Here are five practical tips to help you nail it and keep your cash flow running smoothly.
## Be clear and detailed on your invoices
Think of your invoice as a conversation starter—it sets the tone for your payment relationship. An unclear or incomplete invoice can lead to delays or disputes, and nobody wants that.
**Include all the essentials**
* Your business name and contact information.
* Your client’s name and contact information.
* Invoice number and date.
* A breakdown of goods or services, including descriptions and quantities.
* Payment terms and due date.
For example, instead of “Consulting Services: $1,000,” write “10 hours of consulting services @ $100/hour for project XYZ: $1,000.” This level of detail leaves no room for questions or confusion.
**Pro tip:** Use invoicing software like Forwardly to automatically generate detailed invoices that are professional and easy to read.
## Set clear payment terms
Don’t leave your clients guessing when their payment is due. Clear and specific —like “Net 15” (due in 15 days) or “Due Upon Receipt”—make all the difference. You’d be surprised how many invoices go unpaid simply because the due date wasn’t clear enough.
Invoices with specific payment terms are 1.5 times more likely to get paid on time than those without. So, make it crystal clear and save yourself the headache of follow-ups.
## Send invoices promptly
Delaying your invoices is like putting off a workout—it only makes things harder later. As soon as your work is complete or your product is delivered, send that invoice!
For instance, if you finished a project on the 1st of the month, don’t wait until the 15th to send the invoice. Delayed invoices can lead to delayed payments, which can disrupt your cash flow. With Forwardly, you can request payment and send invoices in seconds, ensuring you never miss a beat. Clients appreciate the promptness—it shows you’re serious about your business.
## Make payments easy
The easier you make it for your clients to pay, the faster you’ll get paid. Offer multiple payment options like same-day ACH transfers, credit card payments, or even modern solutions like real-time payments through Forwardly.
For example, a 2022 study found that businesses offering multiple payment options were paid 30% faster than those sticking to traditional methods. Convenience is key!  With Forwardly’s secure payment platform, you can ensure  are safe and seamless. Clients can pay with just a few clicks, making the whole process smoother for everyone.
## Follow up (politely)
Sometimes, even the best clients need a little nudge. If the payment due date has passed, don’t be shy about sending a friendly reminder. Keep your tone professional but approachable—remember, they’re more likely to respond to kindness than aggression.
## Your invoicing glow-up starts here
Invoicing clients doesn’t have to be such a scary task. By being clear, prompt, and organized, you can make the process efficient and even enjoyable (well, almost). And with tools like Forwardly, you can save time, get your money on time, and reduce stress—even when it comes to managing .
Remember, a well-managed invoicing system is the foundation of smooth client relationships and steady cash flow. So, take these tips to heart, tackle those overdue invoices with ease, and watch your payments soar.
#### Faster payments that don’t cost an arm & a leg—Forwardly delivers!
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