CPAs, Accountants, & Bookkeepers...
Become an Indispensable Advisor.
Turn your accounting or bookkeeping business into a profit center for your clients while you earn up to $30,000 in additional monthly revenue.
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:Â
- 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.Â
- 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.
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.
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 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%.Â
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WHAT'S OUR SECRET?
The 5 M's of
Cash Flow & Profit Maximization
We have identified the five critical 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 while you figured it out, you would watch your clients suffer cash shortfalls, stress, and sleepless nights.
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.Â
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...Â
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.
YOUR ACTION PLAN
Move forward today!
- Jump on a free 15-30-minute call with David.
- Discuss what you are trying to accomplish for your career and your practice.
- 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.
- Use the Cash is Clear Blueprint to tap into your existing customer base.
- Â Work with the Cash is Clear Maximizer to instantly find multiple strategies for every client in and situation.
- Confidently help your clients maximize their cash flow and profits.Â
- Earn advisory fees and grow them to $5,000 or more each month from a single client.
We created the Complete Cash Flow Advisory Program because we wanted to solve the problem of profitable companies failing.
• We were heartbroken to see so many small business owners watch their perfectly good, even profitable companies fail each year because they didn’t have the information they needed to fix things
• We knew small business owners were desperately searching for financial professionals who could help them.
• We recognized that accountants and bookkeepers already had small business owners as clients and were perfectly positioned to help them maximize their cash flow and profits as indispensable advisors.
• We couldn’t find resources that taught accountants and bookkeepers the methods and skills to move from compliance work to providing valuable cash flow advisory.
• We saw accountants and bookkeepers looking for ways to differentiate themselves in the marketplace.
• We realized financial professionals wanted to earn more without taking on more low-paying clients and working longer hours.
• We decided to save as many businesses as possible by helping other financial pros who wanted the same for their clients.
Now, we are doing everything we can to help good financial professionals help good clients conquer the mysteries of cash flow and profit maximization.
We developed the Complete Cash Flow Advisory Program so YOU can become the solution your clients have been looking for.
David Safeer is a globally recognized cash flow and profit maximization expert and the founder of Cash is Clear Learning Systems. He educates and advises financial professionals on cash flow and profit maximization strategies for their clients.
As vice president and general manager of Kodak Latin America, he transformed his division from years of loss to profitability in 18 months. As president of Iomega Latin America, Inc., David grew revenue by 404% in 5 years and profits by 181%.
David has a master’s degree in international management and 20 years working with Fortune 100 companies such as Morgan Stanley and Dell. Many of the cash flow and profit strategies he applies to small businesses come from his big business experience.
David's work has impacted hundreds of businesses with revenues from $1 million to $20 million in 40 countries. As President of David Safeer International, he helps clients from dozens of industries; every situation is unique.
David is a contributor to CFO.com and a contributing author to CFO University. He has been quoted in hundreds of news stories, spoken to audiences in 27 countries on six continents, and appeared on hundreds of YouTube videos, podcasts, and television interviews.
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.
