PILOT ACCESS — Q4 2026
240+ Strategies.
Your Client's Exact Situation.
Matched in Seconds.
Cash is Clear® Maximizer is the only cash flow diagnostic tool built for financial professionals.
Not another spreadsheet, not another library.
240+
PROVEN STRATEGIES
21
INTUITIVE FILTERS
24
BUSINESS FUNCTIONS
“You can see your client running out of cash.
But what do you do next?”
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 the big picture.
Focusing on accounting won't fix the core problems.
Discover solutions in every department - sales, marketing, operations, human resources.
Find the right strategy for this client, this situation, this week in minutes, not days.
Your clients need more than compliance
Up to 80% of your clients face cash flow challenges.
But they’re profitable on paper.
They come to you.
The tools to help them simply don’t exist — until now.
This is not a strategy library. It’s a diagnostic tool.
A library is a spreadsheet. A diagnostic tool is a professional instrument. The difference matters — in pricing, in client outcomes, and in how your clients see you.
Cash is Clear® Maximizer matches your client’s exact situation to proven strategies — organized by urgency, difficulty, risk, department, and 17 other dimensions — simultaneously.
Diagnose
Instantly identify where cash flow opportunities exist for your client.
Analyze
Narrow strategies to your client’s specific situation using 21 additive filters.
Advise
Walk into every meeting with a prioritized, actionable plan — not a hunch.
Grow
Charge for advisory, not just compliance. Build recurring revenue from expertise.
What no other tool does
Four things that exist in Cash is Clear® Maximizer and nowhere else.
MOST IMPORTANT DIFFERENTIATOR
Symptom vs. Root Cause
Most financial professionals treat the symptom. The root cause keeps bleeding. The Symptom/Root filter is the only tool of its kind in cash flow advisory, separating surface fixes from structural solutions so you treat the right problem, not the obvious one.
BOTH SCENARIOS, ONE TOOL
Cash Shortage and Cash Surplus
Clients in crisis need immediate short-term cash. Clients with reserves need long-term optimization. The world thinks "crisis!" Cash is Clear® Maximizer handles both, including counterintuitive surplus strategies you won’t find anywhere else.
WHERE YOU HAVE LEVERAGE
Decision Control Filter
Not every strategy is controlled by your client. The Decision Control filter shows you exactly 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 clients find strategies they control.
TWO ORGANIZATIONAL ARCHITECTURES
Business Functions + Departments
Strategies organized by business function (A/R, A/P, Expenses, COGS, etc.) let you work the way you already think. Strategies organized by department reveal cash flow hidden in every department of the organization in ways financial reports never show.
All 21 filters — working simultaneously
Combine any number of filters to describe your client’s exact situation. The more specific you get, the fewer strategies remain — and each one is exactly right.
What Cash is Clear® Advisors are saying
Early members are already using a working version of the Cash is Clear® Maximizer with their clients.
“
“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
Cash is Clear® Advisor & Accountant
“
“It makes us think outside of the box.
If there’s major issues in a business and their cash flow is failing, instead of having to lay people off, it gives a whole different aspect of ideas.
I use it before I have any meeting.”
Robyn
Cash is Clear® Advisor & Business Growth advisor
“
“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
Cash is Clear® Advisor & CPA
“
“When you have a long-term client, you pull up the next ones. ‘How can we make your cash flow better now that we’ve gone through all the easy, quick ones?'’
It’s not a "one-and-done." It's "What's next?!"
Lisa
Cash is Clear® Advisor & Small Business Owner
“
“I’ve never thought of approaching it from that direction before — it really helps me understand how to use the Cash is Clear® Maximizer differently.
And more effectively.”
Brad
Cash is Clear® Advisor, CPA & Accounting Firm owner
“
“The Cash is Clear® Maximizer is valuable because when I'm sitting down 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
Cash is Clear® Advisor & Certified Financial Planner®
Built for financial professionals who serve multiple clients
If you sit across from clients with cash problems and want to help them, this tool is for you.
What waitlist members get
Pilot access is limited. Here’s what’s reserved if you are asked to join the pilot...
Priority Access
First to use Cash is Clear® Maximizer before public launch, targeted for late Q4 2026.
Mastermind
Get invitations to Cash is Clear® Advisor sessions before the Maximizer is launched.
On-line Training
Get the ins-and-outs of how to think about helping your clients using the software.
Shape the Product
Your feedback goes directly into development. You influence what gets built.
What waitlist members get
Pilot access is limited. Here’s what’s reserved if you are asked to join the pilot...
David Safeer
Founder, Cash is Clear® Learning Systems
David Safeer is a globally recognized cash flow and profit maximization expert. As VP & GM of Kodak Latin America, he turned years of losses into profitability in 18 months. As President of Iomega Latin America, he grew revenue 404% in five years.
His methods have impacted businesses in 40 countries.
He built Cash is Clear® Maximizer because he watched talented financial professionals sit across from clients in crisis — and not have the right tool to help them. Now they do.
Questions
When does the software launch?
Is there a cost to join the waitlist?
Who is this for?
Will my feedback actually matter?
Stop guessing. Start diagnosing.
Join the waitlist for pilot access to the only cash flow diagnostic tool built for financial professionals.
IMPORTANT: Everyone will be accepted to the waitlist.
The order for joining the pilot will be based upon the clarity and completeness of your answers to the application.
Please provide as much information as possible.
