ATTRACT new clients

HELP businesses succeed

EARN $5,000 - $50,000 per month

CASH FLOW ADVISORY TRAINING

EXCLUSIVELY FOR FINANCIAL PROFESSIONALS

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You shouldn't have to...

 WORRY about the future

STRUGGLE to stand out

COMPETE just on price

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Cash Flow Advisory Certification Program

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.

MECHANICS

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.

MINDSET

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.

MASTERMIND

Get real-life experience and answers.

Meet with David and other financial pros weekly. These small group sessions explore case studies and provide real-time answers to your toughest questions, along with peer support.

Become part of this exclusive experience.

I Know How Critical Cash Flow Is to a Business

When managing large corporations' international divisions, I never worried about cash.

The CEO told me to grow sales and make a profit. We needed to ensure that clients paid, but nobody ever told me the company would run out of cash if we didn't collect a bill.

But most companies don't have that luxury. Instead, they are constantly concerned about the cash in the bank. So when I went to work consulting small business owners with financial problems, we always started with finding more cash. I knew that if I couldn't help put more money in the bank, I wouldn't get paid.

"You can earn $5,000 - $50,000 per month providing cash flow advisory services."

Over time I developed hundreds of tactics and strategies to help manage and optimize cash flow. I focused on businesses from $1 Million - $20 Million in revenue. However, I soon realized that all organizations could benefit from having their fingers on the pulse of cash flowing into and out of their bank accounts.

I started working with accountants on my projects and quickly realized that cash flow was not part of their skill set. However, they were anxious to learn, so I taught them what I knew while working together to help our clients.

I realized that many accountants wanted to help their clients but didn't have the needed tools. They were seeing clients in trouble and wanted to help. They also were excited to be an investment since their clients would get a return on their investment. 

We compared fees. They didn't know that clients would pay $5,000 to $50,000 monthly for cash flow advisory services. 

I decided to teach accountants how to provide Cash Flow Advisory services to help realize their goals while they helped many more businesses than I could on my own.

 

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"It's been very helpful for my career and to my clients. I feel I am able to add more value than I was before we worked together."

Craig Barlow
Inventory Optimization Consultant

"The cash flow advisory certification program shares all of David's knowledge and experience in a practical approach of "let's start at the beginning" and works its way up to expert level."

Jeremy Burke, Director of Development
Dryrun, Financial Modeling to Cash Management Software 
 

"David's approach is simple, easy to learn, shifts your mindset, and will definitely help to grow your business."

Sharon Custer
Inventory Optimization Consultant
 

"The Cash Flow Advisory Certification training was easy to follow and easy to understand. I was kind of surprised myself that I got through it so fast, but I think that's because I enjoyed it. I'm excited to apply what I've learned."

John Roland
Accountant, Roland QBO Financials LLC

I want you to have personal and professional success.
To have that success, you must show your clients value, differentiate yourself in the marketplace, and be paid well for your knowledge. The problem is that you don’t know how to reach the next level, making you feel stuck and frustrated.

I believe you should be able to find clients, help their businesses, and be paid well for the value you bring.

I understand the frustration of trying to stand out in a crowded field and justifying my hourly rate. That is why I am helping accountants level up their careers and find joy in helping their clients.
The best part? Finding professional fulfillment, earning more, and helping people will help you have the time and energy to build the life you want to lead.

YOUR ACTION PLAN

Move forward today!

Jump on a free 15-30-minute call with David. In this valuable conversation, we discover if cash flow advisory is right for you and your practice.

You'll start with a 1-on-1 strategy session and quickly move to immersive online training and exercises. Participate in mastermind groups

Tap into your existing customer base to realistically add $5,000 - $50,000 per month. You will have the knowledge, the agreements, and the confidence to help your clients manage and optimize their cash flow.

Get started with some simple tactics.

Download your free eBook, "10 Easy, No-Risk Habits to Start Managing Cash Flow Today" to start providing advisory services now.

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