Blog About Us Store My Library Get Our Newsletter Login

Become an Indispensable Advisor.

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.

Schedule a Cash Clarity Call

As a financial advisor you should be delivering valuable insights into your client’s business and helping them increase cash flow and profits!

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.

SEE IF THIS SOUNDS FAMILIAR...

Instead of spending your time building profitable companies with positive cash flow, there's a good chance: 

  • You're unsure how to start talking to current clients about advisory services, scope of work, pricing, and delivery models. And how do you position yourself in the marketplace to find new clients so you can compete on your value instead of price?
  • You're terrified of making mistakes and giving your clients bad advice because you don’t know how to pre-calculate the impact of your advice to ensure that they will see expected results in cash flow and profits.
  • You're frustrated that your mind won’t shift from accurately archiving financial results using accounting rules to creating a future of growth and profitability, where the only limits are imagination and creativity. 
  • You're annoyed with standard accounting reports that only show your clients how to look backward but are not enough to help clients create the future of their business.
  • You're overwhelmed thinking about everything you need to establish yourself as a cash flow and profit advisor. You need a place to get questions answered, learn an engagement framework, and find cash flow and profit strategy resources. You want the security of a peer group and mentor to gain industry expertise, share ideas, and help you through client issues.
  • You’re sickened by the amount of revenue you are missing by only billing for core accounting and bookkeeping because you know advisory fees for addressing all areas of a company can be huge.
Schedule a Cash Clarity Call

After over 35 years helping businesses maximize cash flow and profits, we know exactly what that feels like!

It took years to become confident on how to provide advisory services to small businesses.  We were starting from scratch with every engagement. We spent a lot of time and energy moving from “corporate, big business” accounting mode to “small business, entrepreneurial” cash flow and profitability thinking. Our only “resource” was standard accounting reports, and they usually told an inaccurate and misleading story.

 



 WE FINALLY PUT SYSTEMS INTO PLACE.

WE ESTABLISHED A FRAMEWORK.

WE CREATED METHODS AND TOOLS.

NOW... WE FUTURE-PROOF COMPANIES WITH CONFIDENCE.

We organized hundreds of tactics that can increase cash flow and profits for any business. Decades of experience have been put into a proven five-step process that allows us to confidently walk into any company, improve their cash flow, and increase profitability by at least 5-10%. 

 



WHAT'S OUR SECRET?

Systems and Strategies.

We have identified the five key elements for cash flow and profit maximization. It would take years of your career and tens of thousands of dollars to piece together everything you need to help your clients. And you would watch your clients suffer cash shortfalls, stress, and sleepless nights while you figured it out.

A cash flow and profit maximization system works like this:

Without taking steps to secure their financial future, even profitable businesses will continue to fail. 

They need your help, and we know you want to be the expert that can clear up their confusion, help them understand the reality of cash in their business, and move their business toward a solid future.

That is why we decided to solve this problem for financial professionals by developing the... 

The Complete Cash Flow Advisory Program is a proprietary collection of six core systems that we’ve used to find millions of dollars in cash flow and profit for hundreds of businesses worldwide.

 These are the same 6 systems every financial professional should have if they want to maximize cash flow and profit in the companies they work with.

These systems help you:

THE COMPLETE CASH FLOW ADVISORY PROGRAM IS A PROPRIETARY COLLECTION OF SIX CORE SYSTEMS WE’VE USED TO INCREASE CASH FLOW AND PROFITABILITY FOR OUR ADVISORY CLIENTS FOR OVER TWO DECADES.

THESE ARE THE SAME TOOLS WE USE TO:

We extracted the exact mindsets, models, strategies, and tactics we use for our highly profitable and successful advisory engagements. We put them into tools and resources that can quickly and affordably become part of your business.

I am David Safeer, cash flow expert, profit guru, and founder of Cash is Clear Learning Systems.
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.

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.

YOUR ACTION PLAN

Move forward today!

  • Jump on a free 15-30-minute call with David.
  • During this valuable conversation, we'll discuss what you are trying to accomplish for your career and your practice.
  • Together, we will discover if cash flow advisory is right for you.
  • Start with a 1-on-1 strategy session to chart your course. 
  • Take the immersive online training at your own pace.
    • Lessons show you the tactics and strategies to implement with your clients.
    • Mindset exercises help you think like a cash flow expert. 
  • Learn through real-life case studies and strategize solutions with your peers during mastermind discussions.
  • We teach you to tap into your existing customer base.
  •  You gain the knowledge and confidence to help your clients manage and maximize their cash flow.
  • Our clients' typical first advisory engagement is for a $1,000 - $5,000 monthly fee from an existing client. 
Close

50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.