Cash flow

Identifying clients who need help the most

Some of your clients will need more help—and need it sooner than others. There are a few things you can do to assess which clients need your immediate attention. This will make it easier for you to create an action plan across your practice and provide support and expertise to your clients during the next few months of uncertainty.

Current economic volatility affects your clients in different ways, depending in large part on their industry and the number of employees they have.

Several industries are facing significant challenges, including:

  • dining
  • retail
  • hospitality
  • automotive and
  • many other service-based sectors.

Prioritizing your clients based on the type of business they have can help you manage your outreach strategy.

As you continue to reach out to your clients, you can reassure them that you’re staying on top of evolving changes and you have the information to help them make the best decisions they can for their business.

Check out a sample email

 Next: Generating a cash flow forecast>>


This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by province or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Intuit Inc. does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Intuit Inc. does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers should verify statements before relying on them.

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