We help you turn your accounting or bookkeeping business into a profit center for your clients, while you earn up to $30,000 in additional monthly revenue.
However, if you are like most accountants we know, you were trained to accurately report the past and now compete on price instead of value.
And it’s frustrating when up to 80% of your clients have cash flow challenges. You want to help them but don’t know how. They are profitable on paper, but you can’t fix their constant cash shortages.
He handed me financial reports and said, "My accountant tells me I've made a $250,000 profit. Where is my money? I can't make payroll in two weeks."
I've had the same conversation many times with business owners who are confused and panicked. Their profitable companies don't have funds in the bank.
The accountants and bookkeepers who work with me observe that at least 80% of their small business clients have cash flow challenges. These financial professionals don't know how to help their clients, even with their accounting background.
They are trusted advisors who care about their clients. They want their clients to succeed. And the clients are counting on them. Who else can they turn to?
Almost 600,000 small businesses in the United States fail each year. 65% of them are profitable when they fail.
Why do they fail?
82% of small business failures involve cash flow issues, according to one study.
Most small companies are constantly concerned about cash in the bank, and all organizations benefit from managing the cash flowing in and out of their bank accounts. They need someone to turn to for help.
Accountants want to help their clients but often lack the skills. They see clients in trouble and want to help. Accountants want to be seen as an investment so their clients could see a return on their investment, not an expense.
Over time I have developed hundreds of tactics and strategies to help maximize cash flow for businesses from $1 Million - $20 Million in sales.
My Cash is Clear™ Cash Flow Advisory Certification Program teaches accountants how to provide Cash Flow Advisory services.
You already know how to document the past. I teach you how to shape the future and help your clients’ businesses thrive.
YOU can be part of the solution, help your clients create a better future, and earn an additional $1,000 - $3,000 per client each month.
Let's talk about how you can get started today.SCHEDULE A CALL WITH DAVID
Everything a financial professional needs to have the tools and confidence to be a cash flow advisor earning an additional $5,000 - $50,000 per month.
Learn to manage cash flow like an expert.
Then move to cash flow optimization and improving profitability. Every company has dozens of opportunities to improve.
You'll have hundreds of tactics and strategies at your fingertips to choose from.
Start thinking like a cash flow expert.
Make critical changes in how to think about money and time. Learn how to stop following the rules and start being creative. Instead of looking for mistakes, find opportunities.
The past is history. Start creating the future.
Get real-life experience and answers.
Meet with David and other financial pros weekly. These group sessions explore case studies and provide real-time answers to your toughest questions, along with peer support.
Become part of this exclusive experience.
CEO Stride Accounting
One of Northern Virginia Magazine's Top Financial Professionals of 2022
Move forward today!
Download your free eBook, "10 Easy, No-Risk Habits to Start Managing Cash Flow Today" to start providing advisory services now.