Jeff Robertson
Tax season isn’t just about compliance; it’s a strategic opportunity for accountants, bookkeepers, and financial advisors to uncover hidden cash in their clients’ businesses. Most business owners treat taxes as an annual hurdle, but as an advisor, you know that within those tax returns lie financial insights that can unlock profitability and improve cash flow.…
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Introduction: More Than Just Compliance For most business owners, tax season is about checking a box, filing the return, paying what’s owed, and moving on. But as a financial professional, you know tax season is more than just compliance. It’s your biggest opportunity to show clients their financial blind spots, unlock cash flow opportunities, and…
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Introduction: There’s More Cash in Your Clients’ Businesses Than They Think Most business owners think they have a revenue problem when, in reality, they have a cash flow problem. They’re so focused on bringing in more money that they overlook hidden cash already sitting inside their business. As an accountant, bookkeeper, or financial advisor, your…
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Introduction: The Fine Line Between Good Debt and Bad Debt For most business owners, debt is a four-letter word they’d rather not deal with. But as a trusted advisor, accountant, or financial consultant, you know that debt isn’t the enemy. Mismanaged debt is. When used correctly, debt can be a powerful tool to help a…
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📅 May 16-17, 2025 | San Antonio, TX If you’re a financial professional, business advisor, or consultant, this is the event you cannot afford to miss. The Clear Path To Cash Master Trainer Event is designed to elevate your advisory skills, optimize cash flow strategies, and increase client success. Hosted by Cash Flow Mike (Mike…
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When business owners think about success, they often focus on increasing revenue. More sales, more clients, and more income are the name of the game, right? Wrong. The smartest business advisors and financial professionals know that how a business spends money is just as important as how much it makes. If your clients are leaking…
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If you’re a business owner, accountant, or financial advisor looking to gain more control over your cash flow, you won’t want to miss Mike Milan’s latest appearance on the Grow My Accounting Practice podcast! Known as Cash Flow Mike, he shares game-changing insights into unlocking hidden cash, understanding financial statements in under seven minutes, and…
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Financial literacy is the key to economic empowerment, and banks have a unique opportunity to provide valuable education while meeting Community Reinvestment Act (CRA) requirements. A CRA-eligible financial literacy program can drive financial wellness, foster stronger customer relationships, and position banks as trusted advisors in their communities. Why Banks Should Invest in Financial Literacy Financial…
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Introduction Understanding financial trends isn’t just about tracking numbers. It’s about uncovering the story they tell and using that story to drive meaningful client growth. As advisors, bookkeepers, and accountants, your role isn’t just about compliance. It’s about providing actionable insights that help your clients scale their businesses confidently. This is exactly what you’ll master…
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How Revenue Diversification Enhances Client Relationships
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