The “Clear Path to Cash” Certification Program For
Accountants and Bookkeepers
A STEP-BY-STEP 12 WEEK CERTIFICATION
Elevate Your Accounting Career and Become a Trusted Expert in Optimizing Financial Performance
Discover how to use the financial concepts taught in "Clear Path to Cash" to build and execute a cash flow advisory offer and become certified.
Your Course Includes:
- The entire "Clear Path To Cash" video training course with over 6 hours of videos to solidify your expertise
- Plus, the "Pathfinder- Cash Flow Advisory Services" video training course with over 6 more hours of material to help you build out and execute your offer.
- 12 Week Trial Membership to "Pathfinder Elite Membership" which includes Group Coaching with Cash Flow Mike (A $750 Value)
- 60 PLUS resources (worksheets, spreadsheets, and supplemental reference material) to build your advisory services program
- Our exclusive "Clear Path to Cash" Professional Certification (administered by APMG International upon completion)
- Private Slack Channel and Facebook Group to collaborate with other Pathfinder professionals and Cash Flow Mike himself
Who Is Pathfinder For and How Will It Benefit Me?
Pathfinder is an exclusive advisory services program designed specifically for accountants and bookkeepers like you.
Have you ever found yourself grappling with the following thoughts?
- I don’t know where to start building a program, pricing it, and adding it to my business.
- I don’t feel confident when doing financial analysis and need to understand it better.
- I need a process for working with my clients on a scalable and repeatable basis.
- I feel like my clients won’t / don’t take action on my advice.
Look no further! The Pathfinder program is tailor-made to address these very concerns, empowering you to take your practice to new heights. With my expert guidance and comprehensive support, you'll confidently build and price your programs, enhance financial analysis proficiency, implement a scalable client engagement process, and ensure your advice resonates effectively with your clients.
Join the ranks of successful accountants and bookkeepers who have already benefited from the Pathfinder program. It's time to chart your course towards a more prosperous and rewarding professional journey. Your path to success is clear!
Embark on a Transformative Journey Divided Into Two Powerful Phases:
Advisor Training and Client Execution
There are 5 Steps in the program designed to be completed in approximately 90 days. This includes executing with your first client.
The five steps are:
- Train – Unleash your potential through comprehensive training with "The Clear Path to Cash" Video Training Program.
- Build – Create a robust foundation for your success. I will help you build your offer, develop pricing for your packages, and organize the tools / resources you will need.
- Sell – Master the art of selling your expertise with confidence. Together, we will build your ideal client avatar, create a marketing message that gets your client’s curiosity piqued, and develop a simple sales pitch that WOW’s prospects everytime.
- Execute – Put your newfound skills into action with real clients. We develop your onboarding process, train your client how to think like you, and learn how to communicate with clients in a way that drives them to take action.
- Grow – Witness your practice flourish as you embrace growth like never before. We help you create champions with a 10x ROI formula, then show you how to add value to “once-a-year” clients, and build a client migration strategy guaranteed to increase your average client value.
This is a 90 Day program designed to give you a financial analysis foundation and the infrastructure you need to start executing advisory services in you accounting or bookkeeping practice.
"DONE WITH YOU" AT EVERY STAGE OF LEARNING
Check Out Everything Included in the Pathfinder Training Program
The Entire "Clear Path to Cash" Video Training
A Comprehensive 60-Day Program Empowering You With Essential Tools and Expertise to Maximize Cash Flow and Transform Your Business.
This is our "FLAGSHIP COURSE" taught to over 4000 business owners.
This video-driven course is a game-changer, consisting of 8 dynamic steps carefully crafted to unleash your business's true potential.
Learn the 8 concepts of The Clear Path To Cash and use them to propel your clients to new levels of success.
Here’s What Other Students Had to Say About "The Clear Path To Cash" Training
"This is the most affordable way to get the coaching / training you need to find hidden cash in your business! Get live coaching, video training topics, and other resources for your business. You even get a private Slack Channel to ask the questions you need the most help with.
PATHFINDER ELITE 12 WEEK TRIAL MEMBERSHIP (A $750 VALUE)
12 Weeks of Group Coaching Focused on Building Your Advisory Program
Throughout the Pathfinder program, you'll experience the strength of collective wisdom and camaraderie as you join like-minded accountants and bookkeepers on a shared quest to build their own advisory program.
Included with your investment is a 12 Week Trial Membership to "Pathfinder Elite Membership" which includes Group Coaching with Cash Flow Mike (A $750 Value)
Guided by industry expert, Cash Flow Mike, these dynamic group coaching sessions will provide you with invaluable insights, personalized feedback, and actionable strategies to overcome challenges and seize opportunities.
Together, we'll navigate the intricacies of the financial landscape, refine your skills, fuel your ambition, and build out your advisory service together, so you can reach new heights of professional excellence.
Elevate your practice, build lasting connections, and unlock your true potential – this 12-week group coaching is the catalyst for a remarkable transformation that will leave a lasting impact on your journey to success.
worksheets, spreadsheets, and supplemental reference material
Includes 60 PLUS resources to build your advisory services program
Our program is uniquely designed to equip you with over 60 plus invaluable resources, including meticulously crafted worksheets, dynamic spreadsheets, and an array of supplemental reference materials.
With Cash Flow Mike by your side, you'll have everything you need to guide your clients towards financial success.
Our diverse set of tools empowers you to create personalized strategies, analyze cash flow patterns, and make informed decisions that drive tangible results for your clients.
Whether you're just starting or seeking to enhance your existing advisory services, our wealth of resources ensures you have the competitive edge to deliver exceptional value.
Embrace the power of these carefully curated materials and witness your advisory program flourish like never before.
Clear Path to Cash professional
our prestigious Certificate of Achievement
We take immense pride in nurturing and recognizing the achievements of our students.
Upon successful completion of the Pathfinder Course, we are delighted to present you with our prestigious Certificate of Certification. This coveted recognition symbolizes your dedication, hard work, and mastery of essential skills in advisory services.
Certification Exam – The culminating exam is 25 questions covering all the topics above. Upon achieving a passing score on the exam, you will be awarded the designation of (CPCP). Clear Path To Cash Professional. The exam is administered by our third party accredited provider, APMG International.
Congratulations on reaching this milestone, and we look forward to celebrating your future successes!
On-Going Help and Support
After completion of the Pathfinder program, your support doesn’t end. Here are some of the options you will have to help you with implementing and executing your advisory services program.
Pathfinder Elite 12 Week Trial Coaching Subscription (A $750 Value)
As a valued Pathfinder member, you'll have exclusive access to dive into any of our group coaching sessions. Whether there's a topic that particularly interests you or an area where you need assistance, you're free to join any session that catches your eye. Embrace the flexibility of our coaching program, where you can seamlessly jump in and engage with Cash Flow Mike and other members. Your growth and success are our top priorities, and we're here to support you every step of the way.
White Label Licensing
We empower you to take your advisory services to the next level by providing you with an exclusive opportunity to use our premium worksheets and spreadsheets with your clients, personalized with your very own logo. This unique feature allows you to seamlessly integrate our high-quality tools into your brand, reinforcing your expertise and creating a cohesive experience for your clients. With White Label Licensing, you gain a competitive edge in the market, offering top-notch resources under your brand's umbrella, and positioning yourself as a trusted authority in financial advisory.
The Clear Path To Cash App
Your ultimate tool for effortlessly completing Clear Path To Cash calculations. With our user-friendly desktop application, you can navigate the financial landscape with ease, ensuring accurate and efficient calculations every step of the way.
Say goodbye to complex and time-consuming processes; our app simplifies the entire Clear Path To Cash journey, empowering you to focus on what matters most - delivering exceptional financial insights to your clients. Embrace the convenience of our app and experience a clear path to success.
Private Coaching Program
Two hours of personalized coaching support tailored to your specific needs. Whether you seek to gain a deeper understanding of a concept, apply it effectively within your own business, or tackle a challenging client situation, Cash Flow Mike is here to assist you every step of the way.
We are committed to helping you navigate any situation that arises, ensuring you gain the confidence and expertise to excel in your new advisory role.
Recertification Program
As a Clear Path To Cash Professional, we value the importance of staying ahead of the curve in the ever-evolving financial landscape. To ensure your expertise remains up-to-date and your certification remains active, we offer you the opportunity to attend an annual class focused on new updates and cutting-edge techniques used in the Clear Path to Cash Program.
Our lessons are designed to equip you with the latest insights, strategies, and best practices, empowering you to provide unparalleled value to your clients.
I’ve taught over 4,000 business owners and accountants The Clear Path To Cash and improved each of their cash flows by over $20,000
MY PERSONAL SUPPORT ASSURES YOUR GUARANTEED SUCCESS
Get your advisory services program up and running in 90 days
We stand behind the effectiveness and value of our program, and we're confident it will deliver tangible results for your business. As you embark on this transformative journey, rest assured that you'll have access to our Personalized Support Guarantee. If you encounter any questions or need extra assistance while implementing the financial strategies, Cash Flow Mike will be available to address your concerns through live Q&A sessions and dedicated email support. We are committed to your success!
Included In Our Standard and Professional Memberships
CPE Program Details
Clear Path To Cash Certification Course
Earn 27 CPE Credits with Our Comprehensive Financial Management Program
Course Overview
The Clear Path To Cash Certification Course offers a robust and engaging learning experience for professionals looking to enhance their financial management skills. This blended learning program combines live group coaching sessions with asynchronous self-paced video lessons and a final examination, ensuring comprehensive coverage of essential financial topics.
Key Features
- 27 CPE Credits: Earn 27 Continuing Professional Education credits by completing this course.
- Blended Learning Environment: Benefit from a mix of live interactive sessions and flexible self-paced learning.
- Expert Instructors: Learn from an industry expert with extensive experience in financial advisory and cash flow management.
- Comprehensive Curriculum: Cover critical topics such as financial statement analysis, ratio analysis, and cash flow optimization.
- Final Examination: Test your knowledge and earn certification with a 25-question final exam.
Course Structure
Live Group Coaching Sessions (12 CPE Hours)
- Total Sessions: 12
- Duration: 1 hour per session (minimum of 50 minutes)
- Modules Covered: Each session covers one module of the Clear Path To Cash Certification Course.
- Attendance: Mandatory for CPE credit. Recorded in TutorLMS.
Asynchronous Self-Paced Video Course (14 CPE Hours)
- Completion Requirement: Watch at least 83% of each video lesson to earn CPE credit (equivalent to 50 minutes of a 60-minute credit hour).
- Tracking: Video completeness is recorded in TutorLMS.
Final Examination (1 CPE Hour)
- Exam Questions: 25 questions
- Passing Score: 80% or higher
Course Modules
- Start With The End in Mind
- Objective: Learn how to build a business with a clear exit strategy from the beginning.
- The Home Run Financial System
- Objective: Understand how to analyze financial statements quickly and effectively.
- Mining Your Business For Hidden Cash
- Objective: Identify hidden cash in your business operations.
- The Fast Money Formula
- Objective: Optimize your cash conversion cycle.
- Forecasting By The Numbers
- Objective: Develop accurate financial forecasts.
- How To Deal With Your Banker
- Objective: Build and maintain effective relationships with bankers.
- The Simple Valuation Formula
- Objective: Learn how to value your business using a simple formula.
- The Deliberate Exit Strategy
- Objective: Create a deliberate plan for exiting your business.
- Build Your Advisory Services Program
- Objective: Develop a comprehensive advisory services program.
- Sell Your Advisory Services Program
- Objective: Learn effective techniques for selling your advisory services.
- Execute Your Advisory Services Program
- Objective: Implement your advisory services program successfully.
- Grow Your Advisory Services Program
- Objective: Expand and enhance your advisory services program.
Learning Objectives
Analyze Financial Statements:
- By the end of this course, participants will be able to accurately analyze financial statements, identify at least five key financial metrics, and interpret their impact on business performance.
Optimize Cash Flow:
- Participants will develop the ability to create and implement a cash flow optimization plan, including at least three techniques to improve financial forecasting and manage cash flow effectively.
Build and Grow Advisory Services:
- Participants will learn and apply at least three effective strategies for building, marketing, and expanding advisory services programs, including the ability to create a comprehensive business plan.
Conduct a Meaningful Client Conversation:
- Participants will be able to conduct meaningful client conversations using The Elevation Sequence from the Client Conversation Coach, effectively applying at least four techniques to motivate clients and drive action.
Instructional Delivery Methods – Blended Learning
- Live Sessions: Interactive group coaching sessions.
- Asynchronous Learning: Self-paced video lessons.
- Examination: Final assessment to validate learning outcomes.
Recommended CPE Credit and Field of Study
- Total CPE Credits: 27
- Field of Study: Finance, Accounting, Management Services, Business Management & Organization, Economics, Personal Development, Production
Prerequisites
- Basic knowledge of financial statements and business operations.
Program Level
- Intermediate
Advance Preparation
- No advance preparation is required.
Program Description
The Clear Path To Cash Certification Course is a blended learning program designed to enhance the financial management skills of professionals. The course covers essential topics such as financial statement analysis, cash flow optimization, business valuation, and advisory services. Participants will engage in live group coaching sessions and complete self-paced video lessons, culminating in a final examination.
Course Registration and Attendance Requirements
- Registration: Visit cashflowmike.com to register.
- Attendance: Mandatory for live sessions, tracked in TutorLMS.
Refund Policy
- Refunds are available up to 14 days before the course start date. For details, please contact cashflowmike@cashflowmike.com.
Complaint Resolution Policy
- Complaints can be submitted to cashflowmike@cashflowmike.com. We strive to resolve all complaints within 5 business days.
Official NASBA Sponsor Statement
Cash Flow Mike, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.