Accounting Insiders

How Accountants Can Become Trusted Advisors with Mike Milan

Episode Summary

What separates a great accountant from a trusted business advisor? In this episode of the Accounting Insiders Podcast, Gary DeHart sits down with Mike "Cash Flow Mike" Milan to discuss how accounting professionals can confidently transition into advisory services by focusing on what matters most to business owners—cash flow. Mike shares his journey from Texas State Trooper to entrepreneur, explains the lessons he learned after building and selling multiple businesses, and introduces the Clear Path to Cash framework that helps advisors uncover business problems, ask better questions, and deliver measurable value. Whether you're a CPA, accountant, bookkeeper, or financial advisor, this conversation offers practical strategies to strengthen client relationships, improve advisory conversations, and create more value for your clients.

Episode Notes

Books Mentioned

  1. Don't Be a Dumb Business Owner
  2. The 7 Minute Conversation
  3. Don't Tell Me What to Do

Websites Mentioned

https://clearpathtocash.com

https://cashflowmike.com

Amazon (for his books)