The Clear Path to Cash

How to Use the Quick Assessment to Close More Advisory Clients


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Cash Flow Mike breaks down the Quick Assessment inside the Clear Path to Cash app, the fastest way for accountants, bookkeepers, and advisors to uncover cash leaks, prove value, and win new clients.

You’ll learn how to turn a burning issue into a high-impact conversation, pull 10 numbers, reveal hidden cash, show business valuation changes, and close with a simple question that makes saying “yes” easy.

If you want a repeatable, confidence-building advisory process, this episode gives you the system.

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The Clear Path to CashBy Mike Milan, Cash Flow Mike