---
title: "EP496: Paul Lodder - Turning Cash Flow Into Strategic Advisory"
description: Paul Lodder shares ways bookkeepers can turn cash flow challenges into opportunities with proactive advisory services.
---

[Episodes: Listen Now to The Successful Bookkeeper Podcast — The Successful Bookkeeper ](https://www.thesuccessfulbookkeeper.com/podcast)

# [EP496: Paul Lodder - Turning Cash Flow Into Strategic Advisory](https://www.thesuccessfulbookkeeper.com/podcast/spotlight-paul-lodder-cash-flow-forecasting-clients)

 Written by [Michael Palmer](https://www.thesuccessfulbookkeeper.com/podcast/author/michael-palmer) | Oct 16, 2025 1:00:02 PM

**“The opportunity now is huge with accountants and bookkeepers to provide more of a proactive service, more forecasting, more future visibility. But certain things have to be in place for that to happen.”**  
**- Paul Lodder

**Paul Lodder, VP of Accounting Product and Strategy at Dext, discusses how bookkeepers and accountants can use cash flow forecasting and automation to move beyond compliance and become true strategic advisors.

In this interview, you'll learn…

- **Why 1 in 4 small businesses face cash flow issues**
- **How to make cash flow forecasting personal**
- **How automation frees time for advisory**

To learn more about Paul, click [**here**](https://www.linkedin.com/in/paul-l-5a13569b/). 

**Time Stamp**

00:01 – Dext study on 500 Canadian SMBs  
02:27 – Why 42% fear closure  
04:48 – Opportunity in cash flow forecasting  
07:22 – Make cash flow personal for clients  
10:25 – Cost of manual vs automation  
14:39 – 1 in 4 face cash flow issues  
18:09 – Barriers: capacity & strategy  
20:44 – Scenario planning & sensitivity  
23:42 – Key metric: debtor days  
27:11 – Charging for automation, value pricing  
32:28 – Tech plus relationships build trust  
37:29 – More conversations, more advisory  
38:17 – Where to find the Dext study

**This episode is brought to you by our friends at Dext!**

**Dext handles transaction capture, keeps your data accurate, and even simplifies e-commerce reconciliation, all in one place.**

**Join thousands of bookkeepers and accountants who’ve already made the switch.**

**If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you!**

**Go to [thesuccessfulbookkeeper.com/dext](https://thesuccessfulbookkeeper.com/dext?_fs=16681138366-15399971280&_fsRef=https%3A%2F%2Fwww.thesuccessfulbookkeeper.com%2Fepisodes%2F469%2F) to book a demo TODAY and see how it can transform the way you work!**

[View full post](https://www.thesuccessfulbookkeeper.com/podcast/spotlight-paul-lodder-cash-flow-forecasting-clients)

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