Read Articles on Becoming a Better Business Owner
Cash Flow Planning Tips for Advisory Professionals
Cash flow is the lifeblood of every small and mid-sized business. For accountants, bookkeepers, and...
Using Accolade Anchors to Keep Clients Motivated
One of the most powerful lessons Cash Flow Mike teaches is this: math alone doesn’t...
Start With the End In Mind: Why Goals Should Guide the Math
Advisors know the drill. A client sits down, opens their financials, and immediately wants to...
How to Be a Financial Advisor: Skills, Licensing, and Growth Paths
Becoming a financial advisor requires a blend of technical knowledge, client-facing skills, regulatory compliance, and strategic...
The Nudge Pact: Moving Stuck Clients Forward
Running a business is tough, but advising one can sometimes feel even tougher. Advisors, accountants,...
The Role of a Small Company Accountant in Growth Planning
Small businesses often view accountants as compliance-focused professionals, bookkeepers who close the month, file taxes,...
The Mirror Moment: How to Help Clients Finally See Their Financial Reality
If you’ve ever sat across from a client who nods politely while you explain their...
Profit First and Clear Path to Cash: How Two Systems Work Together to Transform Businesses
If you’re an advisor, accountant, or business coach helping clients improve cash flow, you’ve probably...
