BOOST YOUR SKILLS & CLIENT APPEAL...
CASH FLOW
MANAGEMENT
SOUND FAMILIAR?
✓ Tired of clients treating you like a glorified data entry person?
✓ Want to charge premium rates but don't feel like you're worth it?
✓ Sick of losing clients to 'advisors' when you know the numbers better than anyone?
✓ Ready to become the person your clients call for business decisions, not just BAS lodgments?
If you're nodding your head, you're in the right place.
BOOKKEEPERS
HAVE YOU CONSIDERED THIS?
Look, let's be honest - anyone can enter data these days. But can they look at those numbers and actually TELL their client what's happening? That's where you become indispensable.
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They need a savvy strategist who can analyse their business financials
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They need someone who can write reports that provide meaningful financial insights
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They need someone who can become a data-driven advisor for making key business decisions
Our Cash Flow Management Course is your ticket to becoming the go-to guru who can influence the success of any business.
With these skills, you’ll be the indispensable resource clients CAN'T afford to lose!
Hi, I'm Kelly...
I'm the bookkeeper who built and sold her practice for $200k+. Want to know one of my secrets? I stopped being just a number-cruncher and became the person my clients couldn't imagine running their business without.
Cash flow analysis was my superpower - and now I'm teaching you how to make it yours.
THIS COURSE CHANGES THE GAME:
This isn't just another course you'll watch and forget.
I'm going to show you exactly how to implement this with your current clients, including scripts for conversations and step-by-step walkthroughs!
Analytical Expertise
Have confident conversations about cash flow with any client! Master the art of cash flow analysis. Learn to analyse the data and identify trends as well as forecast future cash flow precisely.
Value Beyond Numbers
Create reports that make clients say, "I need you more than ever!" Master the structure of detailed and effective cash flow reports that provide clear insights and foster informed decision-making.
Be a Trusted Advisor
Position yourself as THE advisor, not just the bookkeeper, the person who clients rely on for data-driven guidance in navigating their cash flow challenges and opportunities.
Increase Your Income
Charge premium rates because you deliver premium insights. Identify issues early, offer solutions, and foster loyalty by being an indispensable part of their business journey.
What I especially loved were the bite-sized modules. They're straight to the point and easy to digest — no dragging on or overwhelming information dumps. Ideal for those of us with shorter attention spans!
WHAT YOU'LL LEARN &
What's Included:
A VIDEO TUTORIAL
Learn directly from Business Mentor Kelly Berger, whose extensive experience and approachable teaching style make complex topics easily understandable.
SOFTWARE GUIDANCE
Dive into practical tutorials on leading software platforms to effortlessly extract the data you need to analyse those figures and produce those valuable reports.
FORECASTING TIPS
You will receive this clear and concise guide that simplifies complex forecasting concepts into understandable pieces of information and actionable insights.
FORECASTING TEMPLATE
This is a customisable, Excel-based template designed to simplify the cash flow forecasting process.
CASH FLOW REPORTING TEMPLATE
Enhance your reporting accuracy with this practical weekly cash flow reporting template.
ACCESS TO SUPPORT & COMMUNITY
Access to support through an online community of others who have done or are doing this course too.
FREQUENTLY ASKED QUESTIONS
If you have any additional questions that aren't answered below, please feel free to reach out to us so we can answer them for you.
How long will this course take me to complete?
The course can be done in an hour, then it's just implementing it and practicing what you learned to continue to build your confidence in analysing the data in the numbers and producing useful reports and guidance for your clients.
Do I get instant access to the whole course?
Yes, you do. You will get an email with information on how to access our learner portal where all of your course material lives.
Does this course include 1:1 support if I get stuck?
No, it doesn't, because this course is stand-alone and very practical in nature, so most people won't need it. However, if you have a specific client where you are struggling to implement what you learned here, you can purchase 1:1 training and mentoring with Kelly for $175/hr (usually $350, but you get a VIP rate because you invested in the course).
I'm not confident with analysis - is this too advanced?
Perfect! That's exactly who this is for. I break everything down into coffee-break-sized pieces that even my ADHD brain can handle. Plus, you get templates that do the heavy lifting.
“Investing in yourself is the best investment you will ever make. It will not only improve your life, it will improve the lives of all those around you.”
ROBIN SHARMA
GET INSTANT ACCESS
$126.50/One-time payment
(Less than one hour of advisory billing - and you'll use these skills for years)
Compare that to: Losing clients to 'advisors' who charge 3x what you do!
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