Most tools feel complete.
Right up until they’re needed.

In this episode, Cash Flow Mike explains why financial tools consistently stop one step before decision, confidence, and action. He breaks down the design flaws that cause advisors to hesitate in live conversations, even when the numbers are accurate.

This is not about learning more tools.
It’s about understanding why confidence disappears in the moment.

Part of the Almost Helpful series.

That moment… we know it.
Clear Path To Cash was built for that moment.

Learn More here:

Test Drive the Clear Path to Cash Here

Most financial tools are almost helpful.
They explain the numbers, then stop when a decision is required.

In this live demo, Cash Flow Mike walks through the new Clear Path To Cash app and shows how advisors and SBDC teams use it to:

• Identify the real issue fast

• Choose the next best tool without overwhelm

• Turn insights into action plans clients can follow

• Stay confident in the live conversation

That moment… we know it.
Clear Path To Cash was built for that moment.

More info here

You know the moment.

Everything looks right.
The dashboard is clean.
The story is tight.

Then the question hits.
And the answer is not there.

That silence is what this episode is about.

Not tools that look good.
Not dashboards that almost help.
But being ready for the question you did not expect and still knowing what to do next.

The Clear Path to Cash was built for that moment.
So you never stall.
So you never guess.
So confidence does not disappear when it matters most.

Explore the system here:

See pricing and access options:

Almost helpful feels good.
Until it doesn’t.

Cash Flow Mike shows you how to bring financial data into the Clear Path to Cash app the right way. You learn how to use the Data Hub, how to upload income statements and balance sheets, how AI parsing works, how to fix errors fast, and how to set up periods for deeper advisory insights.

In this episode Mike walks through:

• How the Data Hub works

• Adding financial periods

• Uploading income statements and balance sheets

• Using bulk import and copy paste

• How AI identifies categories and maps data

• Fixing errors with self guided prompts

• Creating debt instruments for future planning

• What to do after your first import

Set up your data once and unlock every tool in the system.

Learn more

Cash Flow Mike walks you step by step through adding your first client inside the Clear Path to Cash Advisor Hub. You will see how business type, NAICS codes, parent company structure, and company settings shape the tools you use and the insights you deliver.

You will also learn how user roles work, how data is protected through anonymization, and how this simple setup prepares you for deeper analysis and stronger advisory conversations.

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Cash Flow Mike dives into the two standalone tools inside the Clear Path to Cash app that help advisors solve problems fast, without creating a client or uploading data.

You’ll learn how the Mini P&L answers pricing, cost, hiring, and profitability questions instantly, and how the Process Optimizer exposes workflow bottlenecks using templates, timelines, and built-in AI analysis.

If you want faster insights, stronger conversations, and tools that make you the advisor clients trust first, this episode is for you.

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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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Cash Flow Mike takes you inside the Clear Path to Cash app and shows you how advisors stay organized, confident, and in control. You’ll learn how the Advisor Hub works, how AI Agents guide your next moves, how the training library and live coaching integrate into your workflow, and how the platform keeps you from ever feeling lost.

This episode is your first step toward using the Clear Path to Cash system like a pro, with real tools, clear direction, and support that makes you look like the expert in every client meeting.

Learn more here.

Cash Flow Mike opens up the Clear Path to Cash framework and shows accountants, bookkeepers, and advisors how to handle any client conversation without hitting a wall.

You’ll learn the tools, the math, and the strategies behind finding hidden cash, fixing financial blind spots, and guiding clients with confidence. Real talk. Real skills. Real results.

If you help business owners make decisions, this is your podcast. Tune in and start becoming the advisor they can’t afford to lose.

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