Posts Tagged ‘Clear Path To Cash’
Finding 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…
Read MoreHelping Clients Find Hidden Cash in Their Business
Introduction: There’s More Cash in Your Clients’ Businesses Than They Think Most business owners think they have a revenue problem when, in reality, they have a cash flow problem. They’re so focused on bringing in more money that they overlook hidden cash already sitting inside their business. As an accountant, bookkeeper, or financial advisor, your…
Read MoreAdvising on Debt: Balancing Risk and Opportunity for Clients
Introduction: The Fine Line Between Good Debt and Bad Debt For most business owners, debt is a four-letter word they’d rather not deal with. But as a trusted advisor, accountant, or financial consultant, you know that debt isn’t the enemy. Mismanaged debt is. When used correctly, debt can be a powerful tool to help a…
Read MoreMaster Your Financial Advisory Skills at the Clear Path To Cash Master Trainer Event
📅 May 16-17, 2025 | San Antonio, TX If you’re a financial professional, business advisor, or consultant, this is the event you cannot afford to miss. The Clear Path To Cash Master Trainer Event is designed to elevate your advisory skills, optimize cash flow strategies, and increase client success. Hosted by Cash Flow Mike (Mike…
Read MoreExpense Control: Teaching Clients to Spend Smarter
When business owners think about success, they often focus on increasing revenue. More sales, more clients, and more income are the name of the game, right? Wrong. The smartest business advisors and financial professionals know that how a business spends money is just as important as how much it makes. If your clients are leaking…
Read MoreHow Mike Milan’s Programs Empower Fractional Integrators
How Mike Milan’s Programs Empower Fractional Integrators to Excel and grow their businesses.
Read MoreUnderstanding The Dynamics Of Your Balance Sheet In Sales Forecasting
The financial health of any business hinges on its ability to effectively manage its assets and liabilities, which in turn are profoundly influenced by its sales performance. The relationship between the balance sheet and sales is a crucial element in financial forecasting, as it allows for the prediction of how the balance sheet will evolve…
Read MoreCash Flow: The Anatomy of Your Business
Cash Flow is the lifeblood and the anatomy of your business. It is imperative to maintain a healthy flow of cash in and out of your business. This is so that you are able to pay employees, suppliers, rent, taxes, and other operating costs on time. As a result of having cash on hand, you…
Read MoreWhy Understanding Cash Flow Matters.
Welcome/Thanks for coming back to blog #4 in the series. What is a cash flow statement? Understanding Cash Flow: A cash flow statement is a regular financial statement telling you how much cash you have on hand for a specific period, where it has come from and where it has gone. I call a Cash…
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