The 6 Buckets: Master Cash Flow Discussions with Business Owners w/ Mike Milan

In this episode of Building the Premier Accounting Firm, Roger Knecht interviews Mike Milan, a cash flow expert, on uncovering hidden cash flow and building financial strength in businesses. Mike shares insights from his Clear Path to Cash framework, emphasizing communication and practical implementation strategies for accounting professionals.

Key Takeaways:

• 🗣️ Improve communication by translating financial jargon into understandable terms for clients.

• 🔍 Identify hidden cash flow using techniques like the “Cash Leak Map” to demonstrate value.

• 🚀 Offer advisory services as a standalone revenue stream, addressing clients’ pressing needs.

• 🤝 Build confidence through training and role-playing to effectively deliver cash flow advisory services.

• 🌱 Invest time in learning new skills to adapt to the evolving accounting profession.

Behind the Story:

Mike Milan’s approach combines his experience as a state trooper, using de-escalation techniques, with insights from psychology observed from the show “Hoarders,” enabling him to connect with business owners and guide them toward better financial decisions. His “Clear Path to Cash” framework trains accounting professionals to confidently identify and address cash flow issues, turning compliance into commitment.

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger’s team here.

About Cash Flow Mike:

Let’s face it—tax season is about the past. You're filing reports, closing books, and looking in the rearview mirror.

But the most valuable advisors? They’re not stuck in the past—they're helping clients build the future.

That’s where Clear Path To Cash comes in. It’s the system designed specifically for accountants and bookkeepers who want to deliver real advisory value—without guesswork.

With on-demand courses, live training, and a powerful cash flow app, you’ll learn how to uncover hidden cash, guide better decisions, and close more high-value deals—all by simplifying the way you talk about financials.

And right now, just for GrowCon listeners, you can try any membership level FREE for 30 days. Just use the promo code UAC25FREE at checkout.

So stop looking backward—start leading forward.

Visit CashFlowMike.com and enter UAC25FREE to unlock your free trial today.

Sponsors:

Universal Accounting Center

• Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

Free eBook Download of The 7 Minute Conversation.  https://cashflowmike.com

Use Discount Code UAC25FEE to get a free 30-day membership https://cashflowm