The Cash Flow Advisory Show: Recent Episodes
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Do you want to build stronger, closer relationships with your clients? Are you interested in adding new high-fee, high-value service lines to your firm? Do you want to make an even bigger impact on your clients' businesses?
In the Cash Flow Advisory Show, Kelvin Gieck CFA will be sharing his proven insights, and tips for delivering cash flow advisory services to your clients that help them to make important business decisions and run their business with peace of mind.
Join Kelvin as he discusses two common pitfalls when trying to scal cash flow advisory services.
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Join Kelvin as he discusses 2 Questions to ask Before Scaling Your Advisory Services
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Join Kelvin as he discusses how the entrepreneurial myth relates to scaling your advisory services.
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Join Kelvin as he discusses ‘What Scaling Means for Bookkeepers and Accountants’
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Join Kelvin, as he discusses 2 mindset shifts you need to make (and common traps) to transition from bookkeeping to outsourced controller
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Join Kelvin, as he discusses the differences between a bookkeeper and a controller and the impact on you and your client.
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Join Kelvin, as he discusses his 3-step roadmap for moving from once-a-year tax projects to outsourced controllership.
Join Kelvin, as he discusses why YOU should offer outsourced controllership services.
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Join Kelvin, as he discusses how tech can elevate your standardized accounting procedures and make your data more timely. Thanks for listening! If you want you can also catch us LIVE 11am MST | 1pm EST on the 2nd & 4th Wednesday each month and subscribe for more on all things cash flow!
Join Kelvin, as he discusses the importance of having strong fundamentals in place before looking to tech for advisors and bookkeepers. Thanks for listening! If you want you can also catch us LIVE 11am MST | 1pm EST on the 2nd & 4th Wednesday each month and subscribe for more on all things cash flow! https://www.takethehelm.app/cash-flow-advisory-live
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Join Kelvin, as he discusses the two main components of high quality data: accuracy and consistency, and their importance for advisors and bookkeepers. Catch us LIVE 11am MST | 1pm EST on the 2nd & 4th Wednesday each month and follow us for more on all things cash flow!
We’ve narrowed our client list by focusing on industries and communalities, but how do we identify specific clients? Join Kelvin, as he discusses how to use a client’s balance sheet to identify if a client is experiencing cash flow problems, and opening a dialogue with your clients. Happy forecasting! #HELMYEAH
Identifying which of your clients are in need of cash flow advisory services can be overwhelming if you have a large client base. In this episode Kelvin discusses first steps in narrowing your client list by starting with industries Starting with industries is a great place to start because it allows you to narrow your list, and saves you the tedious work (and probably your mind) of going through all your clients files. By looking at industries we are trying to identify companies with commonalities that are tied to cash flow sensitivities. So, what are some of these communalities? 1. Project based 2. Significant lead time on COGS 3. Significant waiting time on Receivables 4. Seasonality 5. High growth rates With this framework in place, join us next time as Kelvin discusses identifying specific clients in need of cash flow advisory.
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In this episode, join Kelvin and find out why tax season is the perfect time to start talking cashflow with your clients. So why is tax season a great time? 1. You have their Attention During tax season, your clients are already engaged with you. They're coming to you with a pain point and ready to talk. They need something from you right now, so this is a great opportunity to go through and identify ways you can further add value. 2. Up-to-date books We all know that getting up-to-date books is probably one of the hardest parts of what we do. Tax season is a time of year when clients likely have their books up to date. This is key because anything you do with cash flow advisory is garbage IN, garbage OUT 3. Your clients are primed to value your insights Because you have your clients’ attention and their books are up to date, now is a great time to highlight the full range of services and value you can provide. Right now, more than ever, your clients are going to be receptive and value your insights