Tax Season Gives You Answers, Not Order | The Real Advisory Gap скачать в хорошем качестве

Tax Season Gives You Answers, Not Order | The Real Advisory Gap

Tax season gives you answers. It doesn’t give you order. In this episode of the Clear Path to Cash podcast, Cash Flow Mike breaks down why February always feels unfinished for advisors, accountants, bookkeepers, and fractional CFOs. You have the numbers. You have the reports. You have the dashboards. But you still walk out of meetings thinking: “What actually matters most right now?” This episode covers: • Why tax season multiplies analysis but slows momentum • The difference between insight and prioritization • How dashboards explain but don’t lead • What “decision debt” really is • Why advisors feel unfinished, not confused • The gap between reporting and real advisory services If you provide client advisory services and want to move from reporting to structured decision flow, this conversation will hit home. Tax season doesn’t break advisors because they lack clarity. It breaks them because they lack order. And that’s exactly what we fix in May at the Clear Path to Cash Advisor App Bootcamp. If you’ve ever felt that moment when the client asks, “What should we do next?” This episode is for you. That moment… we know it. Clear Path to Cash (https://cashflowmike.com/pricing/ref/...) was built for that moment.