From The Founders...

The Story Behind Cash Flow Story

Our Story, Your Success

The core belief behind everything we do, is that business should be simple and understanding your financial numbers should be simple and fun and repeatable.

We try not to take ourselves too seriously, but when it comes to numbers and the story behind them, we are passionate. It's game on! We love helping people understand their numbers, and we are known for helping businesses improve their profit, cash flow and value.

Maybe you’ve heard Alan speak passionately at a conference somewhere around the world. You've probably seen him more recently than we have! Maybe you've shared a laugh with us hearing Joss say “we have the best product and we’re the most modest!” or heard Tim (the tech guy) talking like he's a veteran business coach. The point is, we know financial information can be full of strange jargon and complexities. In general, simply ties you down with unnecessary details when all you really need to know is, how is my business doing and how can I improve it?

We’ve taken the knowledge and expertise developed over the last 25+ years by our founders Alan Miltz and Joss Milner on how to unearth the wealth of information in your financial story, and with over 20 years of technical expertise of our founder Tim Lokot to bring you Cash Flow Story. World class software designed to “make business simple”.

As qualified Chartered Accountants, both Alan and Joss continually found themselves trying to explain what the numbers meant to business owners & managers, advisors and coaches. They found that most people rarely looked past the first chapter of their financial story; The Profit Story, leaving the rest of the financial story unread.

At Cash Flow Story, our story is in telling your story. We love telling the story behind your numbers in the simplest way possible. We took techniques and concepts developed by Alan and Joss and turned them into Cash Flow Story. These techniques are currently in use by thousands of businesses in over 40 countries, so we know they work!

We are excited to share these techniques and concepts with you through our innovative online scorecard called Cash Flow Story or CFS for short. With less than 10 minutes to setup, you will soon be reading the whole story about your business and well on your way to improving the profit, cash flow and value of your business.

The Cash Flow Story Founders,
Alan Miltz, Joss Milner, Tim Lokot

Our Objectives...