Quick Cash — a Resource for Accountants, Bookkeepers & Lawyers

What this video covers

In this video for accountants, bookkeepers and lawyers, Jeff Allison explains Quick Cash: a non-security-based advance of $10,000 to $1 million, funded in as little as 24 hours, that needs only three months of business bank statements. Clearview handles the financing conversation and keeps you in the loop; the accounting, tax and legal work stays with you.

Video transcript

Hi, I'm Jeff Allison, founder of Clearview Financial Services. If you're an accountant, bookkeeper, or a lawyer, you've probably had a client call with a cash problem that has nothing to do with how their business is actually doing. Payroll is due, a supplier needs paying, a tax instalment is coming up, and the money isn't there.

That timing gap puts you in an awkward spot, too. You want to help, but arranging financing isn't your job, and it shouldn't be.

That's exactly where I come in. I arrange Quick Cash, a non-security-based advance ranging from $10,000 to a million dollars, funded in as little as 24 hours from private capital I've been able to raise. The only thing your client needs is three months of business bank statements. There's no application fee, the rates are competitive, and there's no drawn-out approval process.

And to be clear, I stay in my lane. I don't touch the accounting, the tax work, or the legal work; that stays with you. I handle the financing conversation and keep you in the loop, so your client gets the cash they need, and you remain their trusted advisor.

I spent 40 years as a commercial banker and as CEO of a public company, so it's not just quick fixes. I can also help clients who need something more permanent, building towards proper bank financing once the immediate crunch is handled.

So next time a client is stuck on timing, send them my way. It costs you nothing, and it's a free, no-obligation conversation for them. Click the link or just give me a call. Thanks for watching.