Archive for April 2025
Forecasting – Building a Bridge to Your Financial Future
If your clients operate without a forecast, they’re not just guessing. They’re gambling. Welcome to Week 4 of our “Back to the Future” series. This week is about forecasting: the most underused but high-impact tool for turning insights into intelligent action. Why Forecasting Isn’t Optional Anymore Business owners are finally waking up to what you’ve…
Read MoreLeveraging Your Past to Improve Your Future
Tax season forced you to look back, but now it’s time to ask the real question: ???? What can your past performance teach you about where you’re headed? Welcome to Week 3 of our “Back to the Future” series. This week, we’re talking about how to use your financial history to create intentional growth, not…
Read MoreUncovering Hidden Opportunities for Future Growth
Welcome to Week 2 of our “Getting Back to the Future” series where we’re shifting the spotlight from reporting the past to unlocking your client’s potential for tomorrow. This week is all about discovering hidden opportunities that are buried inside the numbers most people overlook. Because let’s be real you don’t need more data. You…
Read MoreUnderstanding Yesterday to Plan Tomorrow: Why Your Past Performance Is the Key to Future Success
If you’re like most financial professionals right now, you’re knee-deep in tax returns, trying to make sense of what happened last year for your clients. But what if you could turn that rearview mirror into a crystal ball? Welcome to Week 1 of our “Back to the Future” series, where we’re using past financial performance…
Read MoreCash Flow Mike Talks Meaningful Client Conversations on the GMAP Podcast
“Nobody wants to be told what to do. But everyone wants to feel heard.” – Mike Milan. Mike “Cash Flow Mike” Milan, our founder and financial education powerhouse, recently joined the Grow My Accounting Practice podcast with Mike Michalowicz and Ron Saharyan—two legends behind Profit First Professionals—to talk about how to terminate every long lecture…
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