The Clear Path to Cash

Mike Milan, Cash Flow Mike
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The Clear Path to Cash Podcast gives accountants, bookkeepers, and advisors real tools to help clients find hidden cash, fix financial blind spots, and build healthier businesses. Cash Flow Mike breaks down money math in plain English using the Clear Path to Cash system. No hype. No funnels. Just better conversations and practical steps that make you the advisor clients can’t afford to lose. www.cashflowmike.com

  1. 1d ago

    Can My Client Make Payroll? 13-Week Cash Runway Demo

    A client asks: “Can I make payroll in the next couple of weeks?” That question needs more than a gut feeling. In this Clear Path To Cash Advisor demo, Cash Flow Mike walks through the 13-Week Cash Runway and shows how advisors can see when a cash crunch may hit before it turns into a panic. Mike looks at expected cash coming in, money going out, debt payments, subscriptions, recurring expenses, AR, AP, forecast settings, collection rates, and projected cash events. In this example, the client looks good for the next couple of weeks. The problem shows up around week nine. That changes the conversation. Instead of saying, “You should be okay,” the advisor can say, “You’re good short term, but we need to plan for the cash pressure coming a few weeks from now.” Clear Path To Cash helps accountants, bookkeepers, business advisors, tax professionals, and fractional CFOs turn client questions into better financial decisions. Start here: That moment… we know it.Clear Path To Cash was built for that moment.

    6 min

  2. 1d ago

    Should My Client Lease, Buy, or Finance? Acquisition Analyzer

    A client asks: “Should I lease it, buy it, or finance it?” That question comes up all the time with vehicles, equipment, and fixed assets. It sounds simple until you start looking at cash, debt, monthly payments, maintenance, and the actual return the asset is expected to produce. In this Clear Path To Cash Advisor demo, Cash Flow Mike walks through the Acquisition Analyzer inside the Fixed Asset Manager and shows how advisors can compare all three options side by side. In this example, Mike uses a delivery truck and models: buying it outrightfinancing itleasing itThe tool compares the net monthly benefit of each option, looks at how much cash the business keeps, and gives the advisor a better way to guide the conversation. This is what advisory is supposed to look like. A client asks a real question. You work through the numbers. Then you help them make a better decision. Clear Path To Cash helps accountants, bookkeepers, business advisors, tax professionals, and fractional CFOs turn client questions into better financial decisions. Start here:That moment… we know it.Clear Path To Cash was built for that moment.

    5 min

  3. 1d ago

    Can My Client Afford To Hire? Forecasting By The Numbers Demo

    A client asks: “Can I afford to hire somebody?” That sounds like a staffing question, but it becomes a cash flow question fast. In this Clear Path To Cash Advisor demo, Cash Flow Mike walks through Forecasting By The Numbers and shows how advisors can model a hiring decision before the business owner adds payroll pressure. In this example, Mike starts with last year as the baseline, adds modest growth, adjusts for seasonality, then models a $10,000-per-month manager hire starting midyear. The forecast shows what happens to profit, cash flow, and the line of credit once that hire hits the business. The lesson is simple. The owner may want the hire, but the cash has to support the decision. Forecasting By The Numbers helps advisors test decisions like hiring, buying equipment, moving locations, or adding debt before the client commits. Clear Path To Cash helps accountants, bookkeepers, business advisors, tax professionals, and fractional CFOs turn client questions into better financial decisions. Start here: That moment… we know it.Clear Path To Cash was built for that moment.

    5 min

  4. 1d ago

    Where Did The Cash Go? Hidden Cash Demo Inside Clear Path To Cash

    A business owner can look profitable on paper and still feel tight every month. That is usually when they ask: “Where is the cash going?” In this Clear Path To Cash Advisor demo, Cash Flow Mike walks through Mining Your Business For Hidden Cash and shows how the Cash Leak Map helps advisors see where money is getting trapped. In this example, the client has profit, but the cash pressure points to inventory. The money did not disappear. It moved onto the shelf. Mike calls that “wealth on the shelf.” Once the advisor can see where the cash is leaking, the conversation changes. Now the client has a specific place to focus instead of a vague cash flow complaint. Clear Path To Cash helps accountants, bookkeepers, business advisors, tax professionals, and fractional CFOs turn client questions into better financial decisions. Start here: That moment… we know it.Clear Path To Cash was built for that moment.

    2 min

  5. 1d ago

    Should My Client Buy The Truck? Clear Path To Cash Debt Optimizer Demo

    A client asks a simple question: “Should I buy this truck?” That sounds like a normal equipment decision. Then you start looking at the debt, payment terms, extra revenue, profit margin, payback period, and return on investment. In this Clear Path To Cash Advisor demo, Cash Flow Mike walks through the Debt Optimizer and shows how the Growth Financing Analysis tool helps advisors evaluate whether a new purchase actually makes financial sense. In this example, the client wants to buy a $100,000 truck with a five-year loan. The extra revenue sounds good at first, then the numbers show the deal does not work the way the owner hoped. That is where advisory matters. The point is not to guess. The point is to use the client’s numbers to see whether the decision helps the business or creates more pressure later. Clear Path To Cash helps accountants, bookkeepers, business advisors, tax professionals, and fractional CFOs turn client questions into better financial decisions. Start here: That moment… we know it.Clear Path To Cash was built for that moment.

    5 min

  6. 1d ago

    Are My Prices Right? Clear Path To Cash Pricing Center Demo

    A client may ask a simple question: “Are my prices right?” That sounds easy until you start trying to answer it. You need to know the product cost, the gross profit, the current price, the market range, and whether there’s room to move. In this Clear Path To Cash Advisor demo, Cash Flow Mike walks through the Pricing Center and shows how advisors can quickly identify products that may need pricing attention. Mike looks at inventory data, checks gross profit, and then uses market comparison to see how the product stacks up against advertised pricing from nearby suppliers and national retailers. In this example, the app reviews a Stanley FatMax tape measure, compares the current price to market pricing, and shows whether there may be room to adjust the price. This gives advisors a practical way to help clients think through pricing without spending hours searching the market manually. Clear Path To Cash helps accountants, bookkeepers, business advisors, tax professionals, and fractional CFOs turn client questions into better advisory conversations. That moment… we know it.Clear Path To Cash was built for that moment. Test drive the clear path to cash today

    4 min

  7. 2d ago

    How To Find Where The Cash Went With Clear Path To Cash

    A business owner usually does not ask for ratio analysis. They ask a much more practical question: “I made a profit, so why don’t I have any cash?” That is the moment this demo walks through. In this Clear Path To Cash Advisor demo, Cash Flow Mike shows how an advisor can take that client question and follow the FIX Framework: Find the burning issue.Identify what is causing it to burn.Execute an action at the flashpoint. Mike starts with the client’s pressure point, cash flow, then uses Mining Your Business For Hidden Cash to see where money is leaking. In this example, operating expenses stand out as the biggest issue. From there, he moves into the cost analysis tool and turns that insight into action items the client can actually work on. That is the difference between explaining reports and leading an advisory conversation. Clear Path To Cash helps accountants, bookkeepers, tax professionals, business advisors, and fractional CFOs know what to do next when a client asks a real question about cash. That moment… we know it.Clear Path To Cash was built for that moment. DEMO the Number one Cash Flow Management tool in the business today

    7 min

  8. Jun 22

    What Happens When You Actually Fix the Gap

    A client meeting can feel productive while it is happening and still fail to create change afterward. In this episode, Cash Flow Mike talks about the gap many advisors see in client meetings. The client trusts the advisor. The reports make sense. Everyone agrees something needs to change. Then a few weeks go by and the same issue comes back. Mike walks through a client situation where the owner kept calling it a cash problem. After working through the numbers inside Clear Path To Cash, inventory started to stand out as the real source of pressure. That changed the conversation. Instead of talking about cash in general terms, the advisor could point to where the cash was getting tied up and create a specific action inside the Action Center. That is where advisory work starts creating movement. Clear Path To Cash helps accountants, bookkeepers, advisors, and fractional CFOs move from financial reports into focused cash flow action steps. Explore the interactive demo: That moment… we know it.Clear Path To Cash was built for that moment.

    4 min
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About

The Clear Path to Cash Podcast gives accountants, bookkeepers, and advisors real tools to help clients find hidden cash, fix financial blind spots, and build healthier businesses. Cash Flow Mike breaks down money math in plain English using the Clear Path to Cash system. No hype. No funnels. Just better conversations and practical steps that make you the advisor clients can’t afford to lose. www.cashflowmike.com

Information

  • Creator
    Mike Milan, Cash Flow Mike
  • Years Active
    2025 - 2026
  • Episodes
    42
  • Rating
    Clean
  • Copyright
    © Mike Milan, Cash Flow Mike
  • Show Website
    The Clear Path to Cash