When I managed international divisions at large corporations I never worried about cash.
The CEO told me to grow sales and make a profit. Clients needed to pay, but we would not run out of cash if we didn't collect on time.
Most companies are constantly concerned about cash in the bank. So when I started consulting small business owners with financial problems, we always started with finding more cash. I knew I wouldn't get paid if I couldn't put more money in the bank.
Over time I developed hundreds of tactics and strategies to help maximize cash flow. I focused on businesses from $1 Million - $20 Million in sales. I realized that all organizations could benefit from having their fingers on the pulse of cash flowing into and out of their bank accounts.
I worked with accountants on my projects and noticed that cash flow was not part of their skill set. They were anxious to learn, so I taught them what I knew while working together to help our clients.
Accountants wanted to help their clients but often lacked the necessary skills. They would see clients in trouble and want to help. Accountants wanted to be seen as an investment so their clients could see a return on their investment, not an expense.
We compared fees. They didn't know that clients would pay $3,000, $5,000, or even more monthly for cash flow advisory services.
I decided to teach accountants how to provide Cash Flow Advisory services. They know how to document the past. I teach them how to shape the future.
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.