5 star

Hey Accountants and Consultants...

Deliver High-Impact Advisory Services

Without Reinventing the Wheel

Built on real-world experience training over 25,000 accountants, bookkeepers, and fractional CFOs — the Clear Path to Cash is your ready-to-use system for uncovering hidden cash, improving client value, and growing advisory revenue.

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7 minute bundle free2

Start Advisory Work with One Powerful Conversation

Start Advisory Work with One Powerful Conversation

Use it in your next client meeting – and see the ‘aha’ moment for yourself.

E-book / Course Download
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Who This Is For?

Our program is designed for accountants, bookkeepers, CFOs, and consultants who want to unlock new revenue streams, deepen client relationships, and deliver high-impact insights without adding to your workload.

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For Accountants & Bookkeepers:

Offer high-value advisory without adding more hours to your workload.

fractional cfo

For Fractional CFOs:

Streamline your process and get paid for your insight, not your spreadsheets.

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For Advisors & Consultants:

Use a proven system to win more clients and deepen your impact.

5 star

Over 25,000 Advisors Trained — and Counting

We’ve helped thousands of professionals just like you understand financial statements faster, guide better conversations, and uncover millions in hidden cash for their clients.

Now, we’ve packaged that insight into a program designed for busy advisory pros who want to deliver results — without building a system from scratch.

This isn’t theory. It’s the system refined through teaching over 25,000 professionals — now available in a format that earns CPE, boosts confidence, and drives recurring advisory revenue.

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Found
$M+
in Hidden Cash
Secured
$M+
in Bank Financing
Increased
$B+
in Business Value
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Our Clear Path to Cash Membership Options:

Client Advisory Tools for Accountants, Bookkeepers, and Fractional CFOs

Unlock Your Business's Full Potential with Tailored Cash Flow Coaching and Advisory Services

Discover Cash Flow Mike's personalized membership plans, designed to help you take control of your finances. Whether you're looking for essential cash flow tools or comprehensive CPA advisory training, our packages cater to your unique business needs. Let our cash flow experts guide you toward financial clarity and long-term success. Explore our offerings today to find the perfect fit for your financial goals.

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BASIC

$169/mo

Ideal for financial professionals seeking strategic planning tools and regular financial insights. This plan includes access to the Clear Path To Cash App and weekly Financial Insights Meetings.

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STANDARD

$249/mo

Suited for those looking to deepen their expertise with comprehensive courses and technical skills training. It encompasses everything in the Basic Plan, plus the Clear Path To Cash Course, Pathfinder Course, and bi-monthly Technical Skills Training sessions.

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PRO

$299/mo

Geared towards individuals aiming for comprehensive advisory proficiency, featuring advanced courses, personalized coaching, certification opportunities, and community engagement, in addition to all Standard Plan benefits.

F.I.X. - The Clear Path To Cash Framework

How It Works for Advisors

STEP 1
FIND the Burning Issue

Learn the system that finds hidden cash in 15 minutes by uncovering the one issue holding your client back from real financial progress.


→ Start every conversation by solving what matters most.

STEP 2
IDENTIFY the Fuel Source

Pinpoint what’s feeding the problem—whether it’s margins, debt, or poor timing—so you can stop guessing and start diagnosing like a pro.


→ Get clarity on the root cause behind the numbers.

STEP 3
EXECUTE at the Flash Point

Turn insight into action with proven tools that hit the issue where it matters most, giving your client fast wins and long-term momentum.


→ Use precision tools to drive immediate impact.

About Mike Milan

MEET CASH FLOW MIKE

From Cash Flow Crisis to Cash Flow Coach

After scaling a fast-growing business, I hit a wall: we looked successful on paper but didn’t have enough cash to make payroll. I maxed out credit cards and took out a home equity loan just to survive. That wake-up call drove me to master cash flow — not just for myself, but to teach others how to avoid the same mistakes.

Today, I help accountants, bookkeepers, and fractional CFOs become indispensable advisors. With the Clear Path to Cash system, you’ll gain proven tools and training to find hidden cash, improve client value, and eliminate cash flow as a reason for business failure — all without adding hours to your workload.

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I wrote a book about…

How business owners and their advisors can maximize cash in any given business situation.

How business owners and their advisors can maximize cash in any given business situation.

Most people don’t understand how to use their financial statements to make decisions for their businesses. I call it being D.U.M.B. It doesn’t mean they are unintelligent—it means I Don’t Understand My Business. Trust me, I was D.U.M.B. when I first started out over 20 years ago.

In 8 simple lessons, you will learn concepts that you can put into action the minute you read the chapter. This book is a step-by-step resource for analyzing your business and turning ratios into actions.

Get your copy today for just $14.99

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Cash Flow Mike on Stage and in the Media

Cash Flow Mike on Stage and in the Media

Need a speaker for your event, or want to host a live seminar for your group? Cash Flow Mike can deliver world-class financial management training in a fun and engaging way.

Look What Others Say About Cash Flow Mike

Look What Others Say About Cash Flow Mike

News and Insights

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By Mike Milan | August 9, 2025
Understanding the Importance of Accurate Revenue Forecasting Revenue forecasting is a cornerstone of effective financial management for any business. It...
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Calculator showing DEPRECIATION with finance papers and a pen

Accumulated Depreciation: Asset Lifespan & Tax Strategy

By Mike Milan | August 9, 2025
Understanding Accumulated Depreciation and Its Importance Accumulated depreciation is a critical accounting concept that reflects the total amount of depreciation...
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People reviewing financial reports and charts at a table with CASH FLOW highlighted in bold across the image

How to Build a Monthly Cash Flow Projection

By Mike Milan | August 9, 2025
Understanding the Importance of Monthly Cash Flow Projections Cash flow is the lifeblood of any business. Without a clear understanding...
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How to Find Gross Profit Using Real Client Data

By Mike Milan | August 9, 2025
Understanding Gross Profit: The Foundation of Financial Success Gross profit is a critical metric for any business, representing the difference between...
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Indirect Method Cash Flow: How It Works and When to Use It

By Mike Milan | August 8, 2025
Understanding the Indirect Method of Cash Flow The indirect method of preparing the cash flow statement is a popular approach...
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How to Compute Free Cash Flow: A Step-by-Step Guide

By Mike Milan | August 8, 2025
  Understanding Free Cash Flow: The Foundation of Financial Health Free cash flow (FCF) is a critical financial metric that reveals...
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Should You Focus on Gross or Net Income in Client Planning?

By Mike Milan | August 8, 2025
Understanding Gross Income vs. Net Income in Financial Planning When advising clients on their financial health and business strategies, one...
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Woman presenting financial analysis to team in meeting

CFO Job Description: Skills, Duties & Strategic Value

By Mike Milan | August 8, 2025
Understanding the Role of a CFO The Chief Financial Officer (CFO) is a pivotal executive role within any organization, responsible for...
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Person typing on a laptop with REVENUE displayed on screen next to coffee phone and financial charts

Gross Revenue vs Net: What Business Owners Must Understand

By Mike Milan | August 8, 2025
Understanding the Basics: Gross Revenue and Net Revenue For business owners, distinguishing between gross revenue and net revenue is fundamental...
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How to Create a Cash Flow Forecast That Clients Understand

By Mike Milan | August 8, 2025
Understanding the Importance of Cash Flow Forecasting Cash flow forecasting is a vital financial management tool that helps businesses anticipate their...
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Businesswoman analyzing stock market graphs over city background

What Does a Financial Analyst Really Do? Explained Simply

By Mike Milan | August 8, 2025
Understanding the Role of a Financial Analyst Financial analysts play a crucial role in the world of business and finance,...
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25 Financial Terms Every Business Owner Should Know

By Mike Milan | August 8, 2025
Understanding Financial Terminology: A Key to Business Success Running a business involves more than just offering products or services; it...
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How to Find Gross Profit Percentage in 3 Simple Steps

By Mike Milan | August 8, 2025
Understanding Gross Profit Percentage: Why It Matters Gross profit percentage is one of the most vital financial metrics for any...
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Confident businessman in a suit smiling in a modern office

What Does a Finance Consultant Do? Roles & Impact Explained

By Mike Milan | August 8, 2025
Understanding the Role of a Finance Consultant Finance consultants play a crucial role in helping businesses navigate the complex world...
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Person using calculator and tablet with financial spreadsheet on desk

How to Determine Gross Profit: A Simple Guide for Advisors

By Mike Milan | August 8, 2025
Understanding Gross Profit: The Foundation of Financial Health Gross profit is a critical metric that advisors must understand to effectively...
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Net Cash Flow Formula Explained with Real Business Examples

By Mike Milan | August 8, 2025
Understanding Net Cash Flow: The Foundation of Business Financial Health Net cash flow is a critical metric that reflects the...
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Levered Free Cash Flow: What It Tells You About Business Health

By Mike Milan | August 8, 2025
Understanding Levered Free Cash Flow and Its Importance Levered free cash flow (LFCF) is a critical financial metric that offers...
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What Is Cash Flow in Business and Why It Matters

By Mike Milan | August 8, 2025
Understanding Cash Flow: The Lifeblood of Any Business Cash flow is the movement of money into and out of a...
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What It Means to Be a Fiduciary Financial Advisor in 2025

By Mike Milan | August 8, 2025
As the financial landscape continues to evolve rapidly, the role of fiduciary financial advisors is becoming more critical and complex than...
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What Is Gross Profit? A Clear Definition for Clients

By Mike Milan | August 8, 2025
Understanding Gross Profit: The Foundation of Business Financial Health Gross profit is one of the most fundamental financial metrics that business...
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What Do Fractional CFO Services Include? A Complete Guide

By Mike Milan | August 8, 2025
Understanding Fractional CFO Services Fractional CFO services have become an increasingly popular solution for small and mid-sized businesses seeking expert...
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3D bar and pie charts with an upward arrow displayed on a laptop keyboard in front of financial graphs

Profit vs Net Profit: Clarifying a Common Confusion

By Mike Milan | August 8, 2025
Understanding Profit: The Foundation of Business Success Profit is a term that every business owner and financial professional hears frequently....
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Gross Profit Explained: A Vital Metric for Business Health

By Mike Milan | August 8, 2025
Understanding Gross Profit: The Foundation of Financial Health Gross profit is one of the most fundamental metrics used to evaluate...
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A yellow binder labeled “Accounts Payable” on a desk in an office setting

Understanding Accounts Payable: What Every Advisor Should Know

By Mike Milan | August 8, 2025
Accounts payable (AP) is a fundamental component of any business’s financial operations, yet it often remains misunderstood or overlooked by...
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A person in a suit points toward the words “Financial Advisor”

Steps to Becoming a Financial Advisor: A Modern Guide

By Mike Milan | August 8, 2025
Becoming a financial advisor today means more than just understanding numbers—it requires a blend of technical expertise, client communication skills,...
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Dont TELL Me What To Do The 7030 Conversation Rule

Don’t T.E.L.L. Me What To Do: The 70/30 Conversation Rule

By Jeff Robertson | August 4, 2025
Most advisors think their value comes from having the answers. But the truth is, the most powerful moments in client...
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The Real Meaning Behind Debt to Equity

The Real Meaning Behind Debt-to-Equity

By Jeff Robertson | July 28, 2025
Written for bookkeepers, accountants, and CAS professionals who want to lead better financial conversations. Why Debt-to-Equity Tells You More Than...
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Why Expense Control Is the Survival Metric No One Talks About

Why Expense Control Is the Survival Metric No One Talks About

By Jeff Robertson | July 21, 2025
Revenue is exciting. Profit gets attention. But the silent killer in most businesses is expenses. Not enough people talk about...
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Trends That Tell the Truth: What Your Financials Are Really Saying

Trends That Tell the Truth: What Your Financials Are Really Saying

By Jeff Robertson | July 14, 2025
Let’s be honest. Most business owners don’t know how to read their financials. They look at net profit. They glance...
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The 7 Minute Conversation How to Diagnose Any Business in One Page

The 7-Minute Conversation: How to Diagnose Any Business in One Page

By Jeff Robertson | July 7, 2025
You’ve been there. You pull together a detailed monthly report for your client. Charts. KPIs. A beautifully formatted P&L. And...
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Independence Isn’t Just for Business Owners. It Starts With Their Advisor

Independence Isn’t Just for Business Owners. It Starts With Their Advisor

By Jeff Robertson | June 30, 2025
Every July 4th, we celebrate freedom. As a country. As a people. As a principle worth protecting. But in the...
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You Don’t Need More Leads. You Need More Leverage.

You Don’t Need More Leads. You Need More Leverage.

By Jeff Robertson | June 23, 2025
If you're in client advisory services, you’ve heard it before. “Build a funnel.” “Start posting daily.” “Run ads and grow...
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Real Advisors Dont Chase They Lead

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By Jeff Robertson | June 16, 2025
If you’re burnt out trying to “do more marketing,” you’re not alone. Funnels. Ads. Lead magnets. DMs. The whole thing...
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Fix Your Funnel and Grow Your Firm

Fix Your Funnel and Grow Your Firm

By Jeff Robertson | June 9, 2025
How most advisors are one clear message away from consistent growth Problem: Your Funnel Is Costing You Clients You’re not...
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Clarity Is Your New Currency

Clarity Is Your New Currency

By Jeff Robertson | June 2, 2025
You can't scale what you can't see. Most advisors are too busy running their clients' businesses to step back and...
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Own Your Growth: The CEO Mindset for Advisors

Own Your Growth – The CEO Mindset for Advisors

By Jeff Robertson | May 26, 2025
If you want to scale your firm, you have to think differently. Welcome to Week 4 of our "Shift from...
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Build Your Cash Flow Advisory Machine

Build Your Cash Flow Advisory Machine

By Jeff Robertson | May 19, 2025
It’s time to stop running your firm like a one-person show. Welcome to Week 3 of our "Shift from Survival...
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Talk Like an Advisor Clear Path to Client Engagement

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By Jeff Robertson | May 12, 2025
If you want to scale your firm, you have to stop talking like a task-taker. Welcome to Week 2 of...
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By Jeff Robertson | May 5, 2025
You made it through tax season. You’re exhausted but clear-headed. This is the moment most advisors miss. ???? You don’t...
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🎯 How to Have Client Conversations That Actually Close

By Jeff Robertson | May 3, 2025
Featuring Cash Flow Mike & Ron Saharyan of Profit First Professionals Let’s face it most proposals don’t get rejected… they...
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Why Advisors Win When They Learn to Talk Less and Lead More

Why Advisors Win When They Learn to Talk Less and Lead More

By Jeff Robertson | May 2, 2025
If you're an accountant, bookkeeper, advisor, or coach, you already know the game is changing. Clients no longer just want...
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Building a Bridge to Your Financial Future

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By Jeff Robertson | April 28, 2025
If your clients operate without a forecast, they’re not just guessing. They’re gambling. Welcome to Week 4 of our "Back...
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Leveraging Your Past to Improve Your Future

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By Jeff Robertson | April 21, 2025
Tax season forced you to look back, but now it's time to ask the real question: ???? What can your...
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Uncovering Hidden Opportunities for Future Growth

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By Jeff Robertson | April 14, 2025
Welcome to Week 2 of our "Getting Back to the Future" series where we're shifting the spotlight from reporting the...
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Understanding Yesterday to Plan Tomorrow Why Your Past Performance Is the Key to Future Success

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By Jeff Robertson | April 7, 2025
If you're like most financial professionals right now, you’re knee-deep in tax returns, trying to make sense of what happened...
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Episode 505

Cash Flow Mike Talks Meaningful Client Conversations on the GMAP Podcast

By Jeff Robertson | April 4, 2025
“Nobody wants to be told what to do. But everyone wants to feel heard.” – Mike Milan. Mike “Cash Flow...
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Breaking the Cycle From Reactive to Proactive Financial Advisory

Breaking the Cycle: From Reactive to Proactive Financial Advisory

By Jeff Robertson | March 31, 2025
Why Your Financial Advisory Practice Needs a Mindset Shift Today Let’s face it: tax season and reporting periods can feel...
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Turning Tax Insights into Year-Round Strategies

By Jeff Robertson | March 24, 2025
Introduction: Don’t Let Tax Season Be the End of the Conversation For many business owners, tax season is the only...
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Celebrating SBDC Day: Empowering Small Businesses with Financial Confidence

By Jeff Robertson | March 19, 2025
On March 19th, 2025, America’s Small Business Development Centers (SBDCs) will celebrate their 8th Annual SBDC Day, a national movement...
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Mastering Financial Trends to Guide Your Clients to Growth

The Power of Connection: Strengthening Client Relationships During Tax Season

By Jeff Robertson | March 17, 2025
Introduction: More Than Just Numbers—Tax Season is a Relationship Builder For most accountants, bookkeepers, and financial advisors, tax season feels...
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Finding Hidden Cash in Tax Returns: A Goldmine for Advisors

By Jeff Robertson | March 10, 2025
Tax season isn't just about compliance; it's a strategic opportunity for accountants, bookkeepers, and financial advisors to uncover hidden cash...
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find hidden cash

How a Contractor Found $75,000 in Hidden Cash—And How You Can Too

By Mike Milan | March 3, 2025
Most contractors work hard, generate solid revenue, and still struggle with cash flow. If that sounds familiar, you're not alone....
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Cash Flow Mike

Tax Season is Your Best Opportunity to Offer Advisory Services

By Jeff Robertson | March 3, 2025
Introduction: More Than Just Compliance For most business owners, tax season is about checking a box, filing the return, paying...
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Helping Clients Find Hidden Cash in Their Business

Helping Clients Find Hidden Cash in Their Business

By Jeff Robertson | February 24, 2025
Introduction: There’s More Cash in Your Clients’ Businesses Than They Think Most business owners think they have a revenue problem...
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Mastering Financial Trends to Guide Your Clients to Growth

Advising on Debt: Balancing Risk and Opportunity for Clients

By Jeff Robertson | February 17, 2025
Introduction: The Fine Line Between Good Debt and Bad Debt For most business owners, debt is a four-letter word they’d...
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Master Your Financial Advisory Skills at the Clear Path To Cash Master Trainer Event

By Jeff Robertson | February 13, 2025
???? May 16-17, 2025 | San Antonio, TX If you’re a financial professional, business advisor, or consultant, this is the...
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Expense Control Teaching Clients to Spend Smarter

Expense Control: Teaching Clients to Spend Smarter

By Jeff Robertson | February 10, 2025
When business owners think about success, they often focus on increasing revenue. More sales, more clients, and more income are...
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Unlocking Hidden Cash Flow: Mike Milan’s Expert Strategies on the Grow My Accounting Practice Podcast

By Jeff Robertson | February 7, 2025
If you're a business owner, accountant, or financial advisor looking to gain more control over your cash flow, you won't...
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Cash Flow Mike 7 Minute Conversation

How Banks Can Leverage CRA-Eligible Financial Literacy Programs with the Clear Path to Cash Blueprint

By Jeff Robertson | February 3, 2025
Financial literacy is the key to economic empowerment, and banks have a unique opportunity to provide valuable education while meeting...
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Mastering Financial Trends to Guide Your Clients to Growth

Mastering Financial Trends to Guide Your Clients to Growth

By Jeff Robertson | February 3, 2025
Introduction Understanding financial trends isn’t just about tracking numbers. It’s about uncovering the story they tell and using that story...
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How Revenue Diversification Enhances Client Relationships

How Revenue Diversification Enhances Client Relationships

By Jeff Robertson | January 27, 2025
Building strong, lasting client relationships is the cornerstone of success for financial professionals. However, in a rapidly evolving market, traditional...
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Top 5 Revenue Streams Every Financial Professional Should Explore

Top 5 Revenue Streams Every Financial Professional Should Explore

By Jeff Robertson | January 20, 2025
As a financial professional, you know the importance of stability and growth. However, relying on a single revenue source can...
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How Mike Milan’s Programs Empower Fractional Integrators

By Jeff Robertson | January 17, 2025
Fractional Integrators are the unsung heroes of entrepreneurial organizations. Acting as part-time or contract Chief Operating Officers (COOs), they bridge...
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The Future of Accounting Why Client Advisory Services CAS Are the Game Changer Your Business Needs 1

The Financial Professional’s Guide to Future-Proofing Your Business

By Jeff Robertson | January 13, 2025
As a financial professional, you’re no stranger to challenges. Unpredictable cash flow, client retention struggles, and seasonal income fluctuations can...
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Leveraging Financial Insights for Strategic Cash Flow Consulting & Business Growth

By Mike Milan | January 6, 2025
Understanding Financial Insights Financial insights are the valuable information derived from analyzing financial data, playing a critical role in cash...
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Why Relying on One Revenue Source Jeopardizes Cash Flow Stability & Business Growth

By Jeff Robertson | January 6, 2025
For financial professionals, whether you’re an accountant, bookkeeper, financial advisor, or business coach, stability is critical. Clients rely on you...
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5 things I learned 2024

5 Things I Learned This Year at Cash Flow Mike

By Mike Milan | December 23, 2024
5 Things I Learned This Year at Cash Flow Mike As we wrap up another impactful year at Cash Flow...
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Navigating the Future: Key Trends in Client Advisory Services in 2025

By Jeff Robertson | December 23, 2024
The Evolution of Client Advisory Services Welcome to Cash Flow Mike's website, where we dive deep into the financial strategies...
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Navigating the 2025 Economic Outlook How Financial Professionals Can Lead the Way

Navigating the 2025 Economic Outlook: How Financial Professionals Can Lead the Way

By Jeff Robertson | December 12, 2024
As we dive into 2025, the Visa U.S. Annual Economic Outlook paints a picture of a year full of opportunities...
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The Future of Accounting Why Client Advisory Services CAS Are the Game Changer Your Business Needs

The Future of Accounting: Why Client Advisory Services (CAS) Are the Game-Changer Your Business

By Jeff Robertson | December 10, 2024
In today’s fast-paced, data-driven world, business owners are seeking more than just compliance work from their financial professionals. Traditional services...
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Transforming Client Conversations Key Strategies from Dont Tell Me What to Do by Cash Flow Mike

Transforming Client Conversations: Key Strategies from “Don’t Tell Me What to Do” by Cash Flow Mike

By Jeff Robertson | December 1, 2024
In the world of financial advising, it’s easy to fall into the trap of one-sided conversations, where the advisor talks...
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How Cash Flow Mikes Programs Empower SCORE Mentors to Help Small Businesses Thrive

How Cash Flow Mike’s Programs Empower SCORE Mentors to Help Small Businesses Thrive

By Jeff Robertson | December 1, 2024
SCORE, a nonprofit dedicated to helping small businesses succeed, has been an invaluable resource for entrepreneurs nationwide. Through their mentorship...
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Focus on Cash Flow Optimization How Financial Professionals Can Use Cash Flow Mikes Programs to Drive Client Success in Uncertain Economic Times

Focus on Cash Flow Optimization: How Financial Professionals Can Use Cash Flow Mike’s Programs to Drive Client Success in Uncertain Economic Times

By Jeff Robertson | December 1, 2024
In today’s volatile economic climate, cash flow optimization has become a critical priority for businesses. With rising interest rates, increasing...
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Hacking the Cash Flow Game with Cash Flow Mike: Insights from Mike Milan’s Universal Accounting Interview

By Jeff Robertson | December 1, 2024
Cash flow is the heartbeat of every business, but managing it effectively can feel like a mystery to many entrepreneurs...
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Empowering America’s SBDCs: How Mike Milan’s Training Elevates Client Success

By Jeff Robertson | December 1, 2024
Small Business Development Centers (SBDCs) are the lifeline for entrepreneurs navigating the challenges of starting, running, and growing their businesses....
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Chambers of Commerce A Lifeline for Local Business Growth

Chambers of Commerce: A Lifeline for Local Business Growth

By Jeff Robertson | December 1, 2024
Local Chambers of Commerce have long been the backbone of thriving communities, connecting businesses, advocating for their interests, and promoting...
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Unlocking Success for Financial Professionals Why Cash Flow Mike Is the Resource You Need

Unlocking Success for Financial Professionals: Why Cash Flow Mike Is the Resource You Need

By Jeff Robertson | December 1, 2024
In the dynamic world of accounting, bookkeeping, and client advisory services, staying ahead of the curve isn’t just optional; it’s...
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Simplified, Affordable, and Designed for Your Success

By Jeff Robertson | November 19, 2024
Hey Cash Flow Enthusiasts, We heard you. We’ve been listening to your feedback, and it’s crystal clear: our pricing packages...
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Why Financial Advisory Certification is Important and How Cash Flow Mikes Program Can Help You Stand Out

Why Financial Advisory Certification is Important and How Cash Flow Mike’s Program Can Help You Stand Out

By Jeff Robertson | November 5, 2024
As financial issues grow more complex, people and businesses seek expert advice on managing cash flow, investments, and growth. Getting...
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Business Financial Health A Guide to Success

Business Financial Health: A Guide to Success

By Jeff Robertson | November 5, 2024
In business, financial health is key. It's not just about having cash. It's about being stable, strategic, and ready for...
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Mastering Cash Flow with Cash Flow Mike

Mastering Cash Flow with Cash Flow Mike

By Jeff Robertson | November 5, 2024
Cash flow management is vital for business success. Without it, a business can't survive. This is crucial for accountants, advisors,...
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Unlock Cash Flow Advisory Services Boost Your Business and Client Success

Unlock Cash Flow Advisory Services: Boost Your Business and Client Success

By Jeff Robertson | November 5, 2024
Financial stability is crucial today. It requires more than bookkeeping; strategic cash flow management is key. Cash flow advisory services...
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Boost Your Cash Flow Advisory Services Business with Expert Cash Flow Strategies from Cash Flow Mike

By Mike Milan | June 4, 2024
In business, cash flow is king. Managing it effectively can mean the difference between success and failure. This is where...
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Hero The Importance of Maximizing Cash Flow For Business

The Importance of Maximizing Cash Flow For Business

By Mike Milan | March 22, 2024
So, you're a bookkeeper, accountant, CPA, or other financial professional looking to help businesses with their cash flow problems. But,...
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stop wasting time

Advisors’ Guide to Impact: Deliver Real Value, Dodge Time-Waste Traps

By Mike Milan | March 20, 2024
I sat through another bad webinar... In the world of professional advisory, whether it’s consulting, coaching, or mentoring, the value...
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Forecast The Balance Sheet

Understanding The Dynamics Of Your Balance Sheet In Sales Forecasting

By Mike Milan | October 30, 2023
The financial health of any business hinges on its ability to effectively manage its assets and liabilities, which in turn...
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Essential Balance Sheet Tips Every Small Business Owner Should Know

By Marc Goodman | September 25, 2023
Managing Finances for Long-term Success As a small business owner, navigating the financial landscape can be exciting and challenging. The...
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Evaluating Financial Stability with Balance Sheet Ratios

By Marc Goodman | September 20, 2023
Using Balance Sheet Ratios to Assess Business Performance What is a balance sheet? A balance sheet is a financial statement...
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Unravelling Assets and Liabilities on Balance Sheets.

By Marc Goodman | September 18, 2023
Cash Flow Mike, helping you decipher the numbers for; assets and liabilities on a balance sheet to enable informed decision-making....
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Understanding Balance Sheets: A Key to Financial Clarity

By Marc Goodman | September 14, 2023
What is a Balance Sheet, and Why It Matters for Small Businesses? In the complex world of business finance, gaining...
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Achieving Financial Excellence: Uncovering Cash Flow Advantages and effectively managing cash flow

By Marc Goodman | August 5, 2023
Empowering Your Business with CashFlowMikes' Professional Support Introduction: Understanding and effectively managing cash flow is essential for success in the...
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Maximizing Profitability: Unleashing Cash Flow Consulting Potential 

By Marc Goodman | August 2, 2023
Elevate Your Financial Strategy with CashFlowMike's Expertise Introduction: Welcome to our blog dedicated to maximizing profitability through the power of...
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Transform Your Business with Expert Cash Flow Consulting

By Marc Goodman | July 30, 2023
Welcome - Throughout this Cash Flow Consulting blog, we will explore; 1. What is Cash Flow & How to Understand...
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The Power of Transferable Value: Building Wealth and Creating Opportunities Beyond Business Ownership

By Mike Milan | July 25, 2023
Building a successful business is an ambitious endeavor that demands dedication, hard work, and perseverance. Entrepreneurs often pour their heart...
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Beyond Bookkeeping: The Growing Need for Strategic Advice in Client Advisory Services

By Marc Goodman | June 22, 2023
Embracing the Shift towards Proactive Financial Guidance Welcome to the fourth blog in our series on Client Advisory Services (CAS)...
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The Rising Demand for Personalized Client Advisory Services: Unleashing the Power of Customization

By Marc Goodman | June 16, 2023
Leveraging Technology and Expertise to Deliver Tailored Financial Guidance with Personalized Client Advisory Services. Welcome to the third blog in...
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Streamlining Client Advisory Services: How Technology Changes the Game

By Marc Goodman | June 12, 2023
Streamlining Client Advisory Services with Technology: Revolutionizing Financial Advice Welcome to the second blog in our series on Client Advisory...
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Navigating the Ever-Changing Landscape with Client Advisory Services (CAS)

By Marc Goodman | June 7, 2023
Exploring the Latest Trends in Client Advisory Services (CAS) for Accountants Welcome to our blog series on Client Advisory Services...
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The Importance of Financial Education for Start-ups: Overcoming the Knowledge Gap in Cash Flow Management.

By Marc Goodman | May 3, 2023
Unlock the Power of Effective Cash Flow Management: Financial Education for Start-ups Founders with Cash Flow Mike. This blog is...
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Avoiding Financial Mismanagement Pitfalls: Tips for Effective Cash Flow Management for Start-ups

By Marc Goodman | May 1, 2023
Learn how start-ups can avoid common financial mismanagement pitfalls and implement effective cash flow management strategies to achieve long-term success....
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Mastering Cash Flow Management: The Key to Long-Term Success for Start-ups

By Marc Goodman | April 19, 2023
Unlocking the Power of Effective Cash Flow Management: Tips and Strategies for Start-up Founders Whether you're a start-up founder, an...
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Maximizing Cash Flow for Electricians and Electrical Businesses: Tips from Cash Flow Mike

By Marc Goodman | April 12, 2023
Overcoming Cash Flow Challenges in the Electrical Industry Electricians and electrical businesses play a critical role in ensuring homes, businesses,...
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Common Challenges Faced by Construction Companies: How Cash Flow Mike Can Help

By Marc Goodman | April 5, 2023
Discover the main reasons behind the high failure rate in the construction industry and learn how Cash Flow Mike can...
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Maximizing Cash Flow for Contractors: Tips from Cash Flow Mike

By Marc Goodman | March 10, 2023
Learn how effective cash flow management can help contractors in the plumbing, electrical, general construction, and landscaping niches to avoid...
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Managing Cash Flow and the Cash Conversion Cycle in the Aftermath of the Pandemic: Strategies for Success with Cash Flow Mike.

By Marc Goodman | February 27, 2023
Cash flow and the Cash Conversion Cycle (CCC) are critical components of a successful business. They are interlinked and play...
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The Importance of the Cash Conversion Cycle for Business Success

By Marc Goodman | February 12, 2023
What is the Cash Conversion Cycle? The Cash Conversion Cycle (CCC) is a critical metric for businesses of all sizes...
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Managing cash flow to improve your business’ success in 2023.

By Marc Goodman | January 19, 2023
As we have just begun and started the new year of 2023, is now the time to reflect and plan...
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Breaking down the Cash Conversion Cycle.

By Marc Goodman | December 28, 2022
Cash Conversion Cycle:A company's cash conversion cycle (CCC) is an important business metric, which shows the efficiency of the company's...
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The 15 Rules of Advisory Service For Accountants

By Mike Milan | December 27, 2022
It doesn’t matter where I look, someone is talking about the need for accountants and bookkeepers to make the move...
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What is Cash Conversion?

By Marc Goodman | December 14, 2022
What does the Cash Conversion Cycle measure? The importance of the Cash Conversion Cycle for your small business. What is...
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Diving into Cash Flow Statements by Understanding The Direct and Indirect Methods.

By Marc Goodman | November 23, 2022
Welcome/Thanks for coming back to blog #5 in the series. In this blog, we are going to look at and...
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Cash Flow: The Anatomy of Your Business

By Marc Goodman | November 22, 2022
Cash Flow is the lifeblood and the anatomy of your business. It is imperative to maintain a healthy flow of...
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Why Understanding Cash Flow Matters.

By Marc Goodman | October 30, 2022
Welcome/Thanks for coming back to blog #4 in the series. What is a cash flow statement? Understanding Cash Flow: A...
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What Are The Different Types of Cash Flow?

By Marc Goodman | October 20, 2022
Welcome/Thanks for coming back to blog #3 in the series. What are the different types of Cash Flow? In business,...
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What Is Cash Flow In Small Business?

By Marc Goodman | October 13, 2022
Welcome/Thanks for coming back to blog #2 in the series. What is cash flow? Cash flow: The amount of money...
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Who Is Cash Flow Mike?

By Marc Goodman | October 4, 2022
Now, who is Cash Flow Mike? Mike Milan is the business specialist behind the name Cash Flow Mike. Cash Flow...
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How To Create and Develop the Goal for Your Business

By Mike Milan | September 13, 2022
Hey, it's Cash Flow Mike and I'm walking through the neighborhood, and they have just completed the groundwork for adding...
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How To Find Hidden Cash in Your Business Operation

By Mike Milan | September 13, 2022
How Do I Find Hidden Cash In My Business? from Mike Milan on Vimeo. It’s Cash Flow Mike and right...
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How To Build a Brand That People Remember

By Mike Milan | September 8, 2022
Building A Brand Blog Video.MOV from Mike Milan on Vimeo. Everybody has a brand Let’s talk about brands, your brand,...
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