This course equips financial professionals with a proven framework for delivering high-impact advisory services to small and mid-sized business clients. Built around the Clear Path To Cash system, participants will learn how to uncover hidden cash, improve profitability, and increase business value using real financial data and structured client conversations.

The course combines technical financial skills with advisory techniques to help CPAs, accountants, and financial advisors shift from compliance-focused work to strategic client engagements. Participants will explore real-world tools for forecasting, pricing, valuation, cash flow improvement, and performance analysis—paired with structured methods for identifying client pain points and communicating value effectively.

Learning Objectives:
By the end of this course, participants will be able to:

• Analyze financial statements using the Home Run Financial System

• Identify and diagnose six core financial pain points (Burning Issues)

• Apply the Clear Path To Cash techniques to uncover hidden cash and improve profitability

• Develop and communicate customized financial improvement plans

• Use conversation frameworks to build trust and engagement with clients

• Increase business value through valuation, forecasting, and operational improvement strategies

Program Level: Intermediate
Prerequisites: Basic understanding of financial statements
Advanced Preparation: None
Delivery Method: QAS Self-Study and Group Live
Field of Study: Finance – Technical
Recommended CPE Credits: 27
Program Content Duration: Approx. 27 hours (includes video instruction, guided tools, case work, and exam)

Instructional Methodology:
This course includes instructional videos, live coaching sessions, interactive worksheets, and case-based simulations. Participants complete a final exam to demonstrate mastery.

Target Audience:
CPAs, bookkeepers, accountants, and financial professionals seeking to deliver client advisory services.