Posts Tagged ‘Cash Flow Mike’
The New Rules of Client Engagement
If you want to scale your firm, you have to stop talking like a task-taker. Welcome to Week 2 of our “Shift from Survival to Scaling” series. This week is all about engagement because how you talk to your clients determines how much they value you. Why the Old Conversations Don’t Work Anymore Traditional compliance-based…
Read MoreScaling Starts with Clarity – Where Are You Now?
You made it through tax season. You’re exhausted but clear-headed. This is the moment most advisors miss. ???? You don’t scale by adding more clients. ???? You scale by understanding exactly where you are and then building systems that grow with you. Welcome to Week 1 of our May series: Shift from Survival to Scaling.…
Read MoreWhy Advisors Win When They Learn to Talk Less and Lead More
If you’re an accountant, bookkeeper, advisor, or coach, you already know the game is changing. Clients no longer just want reports. They want results. They’re looking for someone who can help them see around corners, not just look in the rearview mirror. That’s exactly what we talked about in my recent podcast appearance. I shared…
Read MoreUnderstanding Yesterday to Plan Tomorrow: Why Your Past Performance Is the Key to Future Success
If you’re like most financial professionals right now, you’re knee-deep in tax returns, trying to make sense of what happened last year for your clients. But what if you could turn that rearview mirror into a crystal ball? Welcome to Week 1 of our “Back to the Future” series, where we’re using past financial performance…
Read MoreCash Flow Mike Talks Meaningful Client Conversations on the GMAP Podcast
“Nobody wants to be told what to do. But everyone wants to feel heard.” – Mike Milan. Mike “Cash Flow Mike” Milan, our founder and financial education powerhouse, recently joined the Grow My Accounting Practice podcast with Mike Michalowicz and Ron Saharyan—two legends behind Profit First Professionals—to talk about how to terminate every long lecture…
Read MoreBreaking the Cycle: From Reactive to Proactive Financial Advisory
Why Your Financial Advisory Practice Needs a Mindset Shift Today Let’s face it: tax season and reporting periods can feel like a relentless treadmill, endlessly chasing clients, documents, and deadlines. For accountants, bookkeepers, and financial advisors, this reactive cycle often leads straight to burnout. But what if there was a better way? What if you…
Read MoreTurning Tax Insights into Year-Round Strategies
Introduction: Don’t Let Tax Season Be the End of the Conversation For many business owners, tax season is the only time they talk to their accountant or advisor. They walk in with a folder full of documents, get the job done, sign the return, and walk out until next year. That might be fine for…
Read MoreThe Power of Connection: Strengthening Client Relationships During Tax Season
Introduction: More Than Just Numbers—Tax Season is a Relationship Builder For most accountants, bookkeepers, and financial advisors, tax season feels like a never-ending marathon of piles of paperwork, tight deadlines, and long hours. But what if I told you that tax season is actually your greatest opportunity to strengthen client relationships and build long-term loyalty?…
Read MoreFinding Hidden Cash in Tax Returns: A Goldmine for Advisors
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.…
Read MoreTax Season is Your Best Opportunity to Offer Advisory Services
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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