Built For THAT Moment™
Cash Flow Insights You Can Actually Use
All
- All
- Advisory Skills & Client Conversations
- Brand & Marketing Strategies
- Building Business Value
- CAS for Accountants & Bookkeepers
- Cash Flow Optimization
- Financial Statement Fundamentals
- Forecasting & Planning
- Free Tools & Resources
- Industry Specific Insights
- Starting & Growing a Business
- The Clear Path to Cash
The Owner Offers Personal Cash. What Will It Fix?
Imagine this. An owner and her bookkeeper are looking at the next payroll. Customer payments...
The Supplier Will Take It Back. Is That Cash or Credit?
Imagine this. A distributor's owner walks into the bookkeeper's office with good news about a...
The Client Agreed to the Plan. Nothing Changed.
Two weeks earlier, Elena and Marcus had what looked like a productive SBDC advising meeting....
Marcus Won the Contract. Why Can’t He Cover Payroll?
Marcus had the kind of news most service-business owners want to share immediately: a new...
The Customer Wants Installments. Who Carries the Cash?
Imagine this. An appliance store owner brings a proposed payment offer to her bookkeeper before...
The Supplier Added a Surcharge. When Does It Come Off?
Imagine this. A restaurant owner and her bookkeeper are reviewing the next supplier payment. The...
Should You Take the Annual Software Discount?
Imagine this. A service-company owner forwards a software renewal to the bookkeeper. The vendor offers...
Two Jobs Need Cash. Which One Should the Shop Finish First?
Imagine this. A small manufacturer has two jobs waiting for outside finishing. The owner wants...
A Tax Benefit Is Not a Cash Plan
A tax change can influence a client’s investment decision. It cannot, by itself, make the...
Try the AI-powered Clear Path to Cash® 7-Day Free Trial.
Start a 7-Day Free Trial of the AI-powered Clear Path to Cash® system, preloaded with a sample company so you can explore how it works in real advisory moments.
No credit card.
No setup.
No sales pitch.
Just hands-on access to the system advisors use when clients are waiting for direction.
Mike Milan
Founder, Cash Flow Mike