Learn to...
ATTRACT new clients
HELP businesses succeed
EARN $3,000 - $30,000 per month
MAXIMIZING CLIENT CASH FLOW
ADVISORY CERTIFICATION PROGRAM
EXCLUSIVELY FOR FINANCIAL PROFESSIONALS
You shouldn't have to...
WORRY about the future
STRUGGLE to stand out
COMPETE just on price
I Know How Critical Cash Flow Is to a Business
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.
"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 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 CASH CLARITY CALL
Maximizing Client Cash Flow Training
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 group sessions explore case studies and provide real-time answers to your toughest questions, along with peer support.
Become part of this exclusive experience.
"Working together was enlightening because David was looking at all aspects of the business, not just the accounting… I take a more holistic approach to the company now. The cash flow tool that we used together was amazing. I use that same tool with everybody that I meet with.”
Craig Barlow
Accountant, MBA
"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
"The biggest impact so far has been the Mastermind. Being able to float ideas or issues out to [David] and the other members in the Mastermind has been really great.
And then the resources with the Mastermind, slides and questionnaires and things, it's like light bulbs keep going on for me."
Brad Stevenson
CPA
"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.
- 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.
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.
