Archive for September 2025
Q3 Wrap Up: The Journey of an Advisor Who Stepped Up
From Numbers, to Conversations, to Driving Change When we talk about advisory, it is easy to stay in theory. But the best way to understand the impact is to step into the shoes of someone who actually deployed the Clear Path to Cash framework. So let’s meet Sarah, a CPA who came into July still…
Read MoreBe the Advisor They Can’t Afford to Lose
Most accountants and bookkeepers think their value lies in the accuracy of their reports. Balance sheets, income statements, reconciliations, clean, polished, and ready for the file. But here is the hard truth: accurate reports are expected, not valued. Clients assume you will get the numbers right. What they do not assume, and what they desperately…
Read MoreThe 7-Minute Conversation: How to Set Up the Next Best Move
When it comes to business finances, clarity is everything. But here’s the truth: most client meetings get bogged down in too much data, too many reports, and not enough action. That’s where the 7-Minute Conversation changes the game. The idea is simple. In just seven minutes, you can walk a client through the numbers that…
Read MoreHow to Calculate Net Revenue in Business Reports
Net revenue is one of the most important single-line items on a business report. It informs investors, managers, and advisors about the actual earnings a company generates from its operations after deducting the obvious expenses. Unlike gross revenue, which simply totals sales, net revenue reflects the real economic inflow that a business can count on.…
Read MoreBest Format for Cash Flow Projections (With Examples)
Cash flow projections are the backbone of sound financial management. They reveal when money will be available, when shortfalls might occur, and where opportunities exist to free up hidden cash. The challenge is not just creating a projection, but choosing a format that communicates clearly to stakeholders, supports decision-making, and can be maintained without an army…
Read MoreHow to Compute Net Cash Flow with Real-World Examples
Net cash flow is one of the clearest signals of a business’s financial health. While profit shows whether a company made more revenue than expenses, net cash flow reveals whether there is actual cash available to pay bills, invest, and grow. This article explains how to compute net cash flow step-by-step, walks through realistic examples,…
Read MoreFCFE: Understanding Free Cash Flow to Equity
Free Cash Flow to Equity (FCFE) is a core concept for valuing a company from the shareholders’ perspective. It captures the cash that a firm can distribute to equity holders after meeting operational needs, reinvestment requirements, and debt obligations. For advisors, accountants, and investors seeking to understand value creation, forecasting FCFE serves as a practical, action-oriented…
Read MoreWhat Are Client Accounting Services (CAS) and Why They Matter
Client Accounting Services (CAS) has become a cornerstone offering for modern accounting firms and advisory professionals. Rather than simply preparing tax returns or producing financial statements once a year, CAS is a recurring, relationship-driven suite of services that helps businesses run better day-to-day and make smarter strategic decisions over time. This article breaks down what…
Read MoreFree Cash Flow Conversion: A Guide to Business Efficiency
Free cash flow conversion (FCF conversion) is a powerful metric that ties profitability to liquidity, showing how effectively a company turns accounting profits into cash available for growth, debt repayment, and owner returns. For advisors, accountants, and business owners, mastering FCF conversion reveals hidden cash opportunities, improves forecasting accuracy, and elevates the quality of financial conversations.…
Read MoreWhat Is a Cash Flow Spreadsheet and How to Use It Effectively
A cash flow spreadsheet is a simple, flexible tool used to track the timing and amounts of cash moving into and out of a business. Unlike profit-and-loss statements, which show whether a business is profitable over a period, a cash flow spreadsheet makes visible the day-to-day liquidity position: when cash will be available, when bills…
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