Client 1: Running out of cash.
Client 2: Has enough cash.
Help them both.
In minutes, identify and prioritize how to help any client improve cash flow & profit.
Match 240+ proven cash flow strategies to any client situation. Created for financial professionals who want to help their clients.
Built by someone who's done it
David Safeer turned years of losses into profit at Kodak Latin America in 18 months. He grew Iomega Latin America's revenue 404% in 5 years. His cash flow methods have helped businesses in 40 countries.
He curates each strategy, either implementing it successfully himself or confirming successful implementation with other financial professionals.
Using just one Maximizer strategy related to a hidden supplier issue allowed David to increase both cash flow and profit by $96,000 per year for a client with $1.2 million in revenue.
Are you treating symptoms?
Cash is low...
...but is it an A/R problem, an inventory problem, or something hiding in the owner’s compensation structure?
Without a diagnostic tool, you’re guessing.
Go beyond accounting. See under the hood.
See beyond the cash-flow timing limitations of standard accrual accounting reports to find the right strategy for your client's situation in minutes, not days.
Discover solutions across ten departments - including sales, marketing, operations, human resources, and purchasing - organized into 24 business functions.
Your clients need more than compliance
Poor cash flow management is a factor in 82% of business failures. (U.S. Bank study, reported by SCORE 2019)
A business can show a profit and still run out of cash.
They need cash. Now.
Now, you can help them.
Your cash flow diagnostic web app.
Designed to pinpoint the right strategy for any situation.
It's your professional instrument. Use the Maximizer to improve client outcomes. It will change the way your clients see you and let you charge value-based fees.
Cash is Clear® Maximizer matches your client’s circumstances to proven strategies, organized by urgency, difficulty, risk, department, and 17 other dimensions, all at once.
Diagnose
Quickly and easily identify where cash flow opportunities exist for your client.
Analyze
Narrow strategies to your client’s situation using 21 additive filters.
Advise
Confidently walk into every meeting with a prioritized, actionable plan, not a hunch.
Grow
Charge for advisory as an ROI-based investment. Build recurring revenue from expertise.
Advanced advisory concepts at your fingertips.
Four categories of advanced advisory concepts in the Cash is Clear® Maximizer.
MOST IMPORTANT DIFFERENTIATOR
Symptom vs. Root Cause
Most financial professionals treat the symptom. The root cause keeps bleeding. The proprietary Symptom/Root filter separates surface fixes from structural solutions. Then you know where to dig deep to identify the root cause. Once you know the root cause, you can address the underlying problem instead of repeatedly treating the symptoms.
BOTH SCENARIOS, ONE TOOL
Cash Shortage and Cash Surplus
Clients in crisis need immediate short-term cash. Clients with reserves need long-term optimization. Cash is Clear® Maximizer handles both. As a client moves from cash crisis to cash surplus, you can find counterintuitive strategies you may never think of on your own.
WHERE YOU HAVE LEVERAGE
Decision Control Filter
Not every strategy is controlled by your client. The Decision Control filter shows you where your client has the leverage to act and when they are dependent on others (vendors, clients, bankers, etc.) to make the final decision. Help your clients find strategies they control.
TWO ORGANIZATIONAL ARCHITECTURES
Business Functions + Departments
Strategies organized by business function (A/R, Operations, Expenses, COGS, etc.) let you work the way you already think. Strategies organized by department reveal to you cash flow hidden in every part of the organization in ways financial reports may never reveal.
All 21 filters, working together.
Combine any number of filters to describe your client’s situation. The more specific you get, the fewer strategies remain. Each one is an option for you to decide to implement, or not.
What Cash is Clear® Advisors are saying
Cash is Clear® Advisors are using a simplified version of the Cash is Clear® Maximizer with their clients.
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“My client identified $33,500 she was leaving on the table in one half-hour session after finding a strategy with the Maximizer.
“It's not a 'one-and-done.'
It's "What's next?"
Lisa Spohn
Cash is Clear® Advisor & Small Business Owner
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“It makes us think outside of the box.
If there are major issues in a business and its cash flow is failing, instead of having to lay people off, it opens up a whole different set of ideas.
I use it before I have any meeting.”
Robyn Scobey
Cash is Clear® Advanced Advisor & Business Growth Advisor
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“One client went from a $1,800-a-month accounting fee to a $5,000-a-month cash flow advisory fee.
We use the Maximizer for continual strategy identification.”
Brad Stevenson
Cash is Clear® Advisor, CPA & Accounting Firm Owner
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“I never thought about quickly narrowing it down, like, say, to an HR-related issue. It quickly narrowed it from 240+ items down to 8 to 10.
I want to make it a standard part of working with any client.”
Brian Ludwig
Cash is Clear® Advisor & CPA
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“The Cash is Clear® Maximizer is valuable because when I'm sitting with a client, I can filter it and have a handful of key strategies I can implement right away.
I can provide a ton of value early on."
Drew Faloon
Cash is Clear® Advisor & Certified Financial Planner®
“
“It was 100% the Cash is Clear® Maximizer.
‘Wow, I’ve got to do this with every single client I’ve had.’
That’s what convinced me to join the Cash is Clear® Advisor program.”
Linda Simpson
Cash is Clear® Advisor & Accountant
Made for you, the financial professional serving multiple clients.
If you sit across from clients with cash problems and want to help them, this web app is for you.
What the waitlist gets you
Pilot access is limited. If you are selected for the pilot, here's what's waiting for you...
Priority Access
You'll be among the first to use Cash is Clear® Maximizer before the public launch, targeted for late Q4 2026.
Mastermind
Be invited to Cash is Clear® Mastermind sessions before the Maximizer is launched.
Online Training
Get the ins and outs of how to use the Maximizer to help your clients.
Shape the Product
Your feedback impacts development planning and future updates.
David Safeer
Founder, Cash is Clear® Learning Systems
I've found millions of dollars implementing the exact strategies found in the Cash is Clear® Maximizer. For years, they were only in my head.
I built Cash is Clear® Maximizer because I watched talented financial professionals sit across from clients in crisis without the right tool to help them.
Now they have the Maximizer, and it gives them the confidence to say to any client, "I can help you."
FAQs
When does the Maximizer pilot launch?
Is there a cost to join the waitlist?
Who is this for?
Will my feedback actually matter?
What is the Cash is Clear® Advisor program?
Stop guessing. Start diagnosing.
Join the waitlist for pilot access to the cash flow diagnostic web app specifically for financial professionals.
Pilot members get the Maximizer, direct access to me, and live mastermind sessions. Free during the pilot. All of it becomes paid at launch.
I run the mastermind myself, so I can only bring in a limited number of people at a time.
Everyone gets on the waitlist. Your place in line is earned: the clearer and more complete your application, the sooner you're in.
Only your name and email are required. The remaining questions are optional but will help us prioritize pilot invitations.
