Posts Tagged ‘Client Advisory Services’
Why Forecasting Is the Next Level of Advisory
Why Forecasting Is the Next Level of Advisory After you have helped clients find hidden cash, fix their financial gaps, and improve cash flow, the next question is always the same. “Now what?” That is where forecasting comes in. Across the country, from San Antonio to Seattle, Atlanta to Austin, small business owners are searching…
Read More🎙️ Cash Flow Mike on Adrienne Barker Speaks: No Prep Needed
“Don’t Go Broke Growing: How to Keep Your Business Alive and Thriving” I’m Mike Milan, better known as Cash Flow Mike, and in this episode of the Adrienne Barker Speaks podcast we dive into one of the biggest traps in business: running out of cash while you’re still growing. Most owners think profit means safety,…
Read MoreAdvisory That Pays: How to Show Clients the Real ROI of Your Advice
Why “Advisory That Pays” Matters Across the country, from Austin to Atlanta, Denver to Detroit, financial professionals are facing the same challenge. They know how to read the numbers, fix the problems, and guide better decisions.But they struggle to answer one question that clients quietly ask themselves every month. “What am I really getting for…
Read MoreThe Next Evolution of Advisory: Inside the Live Demo of the Clear Path to Cash App Version 2
The future of advisory is here. DEMO Below Cash Flow Mike just unveiled Version 2 of the Clear Path to Cash App in a live demo that gave accountants, bookkeepers, and financial advisors an inside look at the most powerful upgrade yet. This wasn’t just another software walk-through. It was a masterclass in how real…
Read More7-Minute Conversations That Get Paid: Turning Financial Insight Into Action
From Numbers to Action: The Power of the 7-Minute Conversation You already know the numbers. You can read a balance sheet, explain cash flow, and spot financial problems before they explode. But here is the real question: Can you turn those insights into action? The truth is, most business owners do not need more information.…
Read MoreTop Federal Grants Every SBDC Should Know About
How to Secure Long-Term Funding for Advisor Training and Client Education Across the United States, federal agencies fund millions of dollars every year for training, technical assistance, and small business capacity building. These programs are open to SBDCs, universities, and nonprofit partners that support entrepreneurs. If your center wants to fund long-term access to Clear…
Read MoreQ3 Wrap Up: The Journey of an Advisor Who Stepped Up
From Numbers, to Conversations, to Driving Change When we talk about advisory, it is easy to stay in theory. But the best way to understand the impact is to step into the shoes of someone who actually deployed the Clear Path to Cash framework. So let’s meet Sarah, a CPA who came into July still…
Read MoreBe the Advisor They Can’t Afford to Lose
Most accountants and bookkeepers think their value lies in the accuracy of their reports. Balance sheets, income statements, reconciliations, clean, polished, and ready for the file. But here is the hard truth: accurate reports are expected, not valued. Clients assume you will get the numbers right. What they do not assume, and what they desperately…
Read MoreUsing Accolade Anchors to Keep Clients Motivated
One of the most powerful lessons Cash Flow Mike teaches is this: math alone doesn’t motivate. Numbers tell a story, but people stay engaged when those numbers connect to meaning. That’s where Accolade Anchors come in. Accolade Anchors are a simple way for advisors to keep clients focused and encouraged. By tying recognition, progress, and…
Read MoreStart 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 know: “How did we do last month?” But here’s the truth: looking backward is like driving with your eyes glued to the rearview mirror. The numbers only tell you what already happened. If you want to be a trusted advisor,…
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