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Next-Level Financial Insights: Empowering Accountants in Advisory Roles

NEXT-LEVEL FINANCIAL INSIGHTS: EMPOWERING ACCOUNTANTS IN ADVISORY ROLES

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 2, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

This webinar is specifically tailored for accountants seeking to expand their advisory services. Attendees will discover powerful financial strategies by mining your business for hidden cash, a process designed to identify hidden financial opportunities for clients.

The webinar will showcase the "Clear Path To Cash" app along with ways to streamline complex financial analyses. We will dive into the presenter's "Fast Money Formula," explore cash conversion and working capital management, and learn how these tools can refine your advisory skills. The presentation will conclude with a method the presenter calls "Forecasting the Balance Sheet for Growth Funding," where attendees will gain insights into strategic planning and future funding needs. This session is an invaluable resource for accountants aiming to enhance their advisory offerings with cutting-edge financial management tools and techniques.

Learning Objectives:


  • Recognize how to effectively utilize the "Clear Path To Cash" app for identifying hidden financial opportunities within their business

  • Evaluate key strategies for cost reduction, process optimization, and asset utilization to improve cash flow and profitability

  • Identify how to conduct a comprehensive working capital analysis using the "Clear Path To Cash" app

  • Observe how to assess the adequacy of working capital in relation to operational needs, enabling advisors to make informed decisions for maintaining smooth business operations and optimizing cash conversion

  • Evaluate the skills to accurately forecast future balance sheet requirements, particularly in determining the need for additional funding for business growth

  • Recognize how to effectively plan for future financial needs by ensuring preparedness for business expansion and sustainability

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Meet Mike Milan, renowned as "Cash Flow Mike," a seasoned professional with over two decades of diverse expertise in strategic planning, finance, and sales. Throughout his dynamic career, Mike has cultivated the success of 14 startups, solidifying his reputation as a strategic visionary. As an army Veteran and MBA graduate from Baylor University, his notable achievements include the authorship of two insightful books, "The 7 Minute Conversation" and "Don’t Be A DUMB Business Owner," both dedicated to unveiling hidden cash within businesses through financial analysis.

Mike's impact extends further through his creation of "The Clear Path To Cash," an innovative financial management training program comprising 8 lessons designed to optimize cash flow in any business scenario. Not stopping there, he has also spearheaded the development of cutting-edge FinTech software products such as CashFlowTool, Finagraph, and Path by Simplex.

As a co-host on the engaging "Mike & Blaine" podcast, Mike imparts invaluable insights and real-world lessons unique to the entrepreneurial journey. Presently, he channels his expertise as the driving force behind the "Cash Flow Mike" brand, offering an array of solutions to empower business owners in maximizing growth and preserving cash within their ventures. With a proven track record of success, Mike Milan continues to make his mark in the realms of finance, entrepreneurship, and business strategy.
 

About Our Presenter

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Cash Flow Mike is your trusted partner when it comes to cash flow consulting. Our team of certified Cash Flow Experts is dedicated to helping you navigate the uncertain waters of cash flow management, ensuring that your business stays healthy and financially sound. Cash flow is the lifeline of any business, and poor cash flow management is one of the key reasons why many businesses fail. At Cash Flow Mike, we understand the importance of cash flow to the success of your business. That is why we offer cash flow consulting services that are tailored to your specific needs, whether you are a small business owner or a large corporation. Our Cash Flow Experts have years of experience in the industry, and we pride ourselves on our commitment to excellence, professionalism, and integrity.