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