Give Your Clients a Return on Their Investment

Are you a cost center or do you provide a documented return on investment (ROI) for your clients?

Most companies, non-profits, and government institutions view accounting, bookkeeping, tax preparation, and financial analysis as an expense that needs to be endured. Because of this, they often look for a low-cost provider that meets a minimum standard, like a certification.

Examples would be a QuickBooks Advisor, accounting degree, or CPA or Chartered Accountant.

There are literally millions that have certifications of each type.

What if you could show an ROI to clients?

Show them that for every dollar, pound, Euro, lira, or peso they spend they get to save or make 5x, 10x, 100x, or even 1,000x what they spent?

The best way to do that is through advisory services which help improve a company's financial performance.

If this interests you, register here for the on-demand webinar which explains this opportunity further. It could be a perfect fit for you and your practice.

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The Courage to Lead Episode 94 - Courage to Care About the People

Follow this link to listen to the episode on Apple Podcasts.

I had a great time on The Courage to Lead with Harlan Hammack discussing cash flow optimization (including some counterintuitive tactics), planning for the future, explanation of some of my offers here on the website, and more. 

I also got to share a bit more of my own story of how I came to be involved in cash flow advising. It was not an easy decision, but it was a logical one.

Coach Harlan was a great host - big thanks to him!

Follow this link to listen to the episode on Apple Podcasts.

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Dynamic Mapping interview with David Safeer

Follow this link to listen to the episode on Apple Podcasts.

I had a great time on the Dynamic Mapping podcast with Jeff Mount last week discussing diverse areas of financial advising, common mistakes small businesses make, accrual vs. cash-basis accounting, and more.

I also got to share a bit more of my own story of how I came to be involved in cash flow advising.

Jeff was a great host - big thanks to him! 

Follow this link to listen to the episode on Apple Podcasts.


Did you learn anything new? Did I miss anything? Let me know in the comments!

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