3 PLANS | 3 ADD-ONs
Choose from 3 Monthly PLANS
plus 3 ADD‑ONs and say goodbye
to poor cashflow and lost profit.
[and the next 100 are on us]
All Monthly Plans Include:
- Peace of mind, more free time, less stress (and probably better sleep)
- Our monthly plans are paid weekly...because we're all about cashflow
- CFA Money Management System to fix bad cashflow and wasted profit
- Done-For-You weekly bookkeeping by two bookkeepers (Primary & Backup)
- Your own Bookkeeping & Accounting Web Portal (updated weekly)
- Your own Financial Reporting Dashboard (updated weekly)
- WEEKLY cashflow report that identifies the reason for cash shortfalls
- MONTHLY financial analysis that describes what's eating your profit
- QUARTERLY expense planning with tips to prevent negative cashflow
- EXTRA: We pay your QuickBooks or Xero subscription
“Our business has doubled since we started with Cash Flow Accounting.”
Jeff Dawson, Architect (owner)
Denver, CO
Studio Architecture
Plan ① : CASHFLOW
$350 / Week
Expense Management
Cashflow System
EVERYTHING ABOVE PLUS...
- ♦ Level ① Money Management System focused on cashflow
- ♦ Done-For-You bookkeeping with Accounts Payable bill pay
- ♦ Peace of mind knowing your bills get paid with money left over
- ♦ Pay your 1099 contractors
- ♦ Categorize and reconcile bank & credit card transactions
- ♦ Track your Quarterly Estimated Tax Payments account
- ♦ Online weekly-updated Expense Reporting Dashboard
- EXTRA: We pay your Accounts Payable subscription
“The best business finance system I have found, and I've tried many.”
Carly Cooke, Jewelry Designer (owner)
Westbrook, Maine
Flux Jewelry Studio
Plan ② : PROFIT
$475 / Week
Income & Expense Management
Cashflow + Profit System
Everything in PLAN ① plus...
- ♦ Level ② Money Management System focused on cashflow + profit
- ♦ Done-For-You bookkeeping with Accounts Payable and Accounts Receivable
- ♦ Communicate with customers who are behind on their payments to you
- ♦ Experience less stress knowing your income is greater than your expenses
- ♦ Track and manage money inflows and outflows
- ♦ Get our bookkeeping & accounting «20 point peace of mind checklist»
- ♦ Monthly «Know Your Numbers» financial performance report
- EXTRA: We pay your Accounts Payable & Accounts Receivable subscription
“CFA makes me feel like we're their only customer with accounting help.”
Clarence Duncan, Tech Manager (owner)
Fort Collins, CO
Pro IT Services
Plan ③ : GROWTH
$775 / Week
Cashflow + Profit + Growth System
In addition to Bookkeeping & Accounting, this is where we become your Finance & Growth partner to help you build an unstoppable money‑making business.
Everything in PLAN ① and PLAN ② plus...
- ♦ Level ③ Money Management System focused on cashflow + profit + growth
- ♦ Income & Expense Mgmt, Cashflow Forecasting, Profit & Growth Strategies, Technology Integration
- ♦ Dedicated accountant who is always checking up on your financial performance
- ♦ Performance review (in plain English) with recommendations & future planning
- ♦ Technoloy review with goal of making your processes easier and more efficient
- ♦ Profit Maximization: it's not about how much you make—it's how much you keep
- ♦ Work with our Website Designer to update your website to get more customers
- ♦ Website review, recommendations, and writing
- ♦ Monthly targeting and strategy session covering your cashflow + profit + growth
- ♦ Quick results and the confidence in knowing you are no longer stuck
- EXTRA: Monthly call with our Business Growth Strategist
“CFA helped me flip a failing gym into positive cashflow & lead gen system.”
Mike Noteburg, Trainer (owner)
Orem, UT
The Forge Gym
«TAX» ADD-ON
[ $150/month ]
(or get it free—see the 100 DAYS page)You bust your a** all year running your company.
You spend time and money to ensure your bookkeeping and accounting is 100% accurate.
And after doing all that, you now have to spend several $thousand$ more to prepare and file taxes.
NOT ANYMORE.
- ◊ Unlimited CFA help regarding your tax questions
- ◊ Correspondence with IRS about any tax compliance issues
- ◊ Business and Personal tax preparation and filing
- ◊ Monthly tax savings and deductions report
- ◊ Quarterly tax estimate reminders
- ◊ Yearly tax return review conference call
- ◊ Mid-year tax planning and strategies
- ◊ Year-round tax support via email & text
- NOTE: You can get this ADD-ON free for the life of your company
“My business has doubled since I started with Cash Flow Accounting.”
Ellie Nelson, Business Director (owner)
Nashville, TN
Affinity Entertainment
«PAYROLL» ADD-ON
[ $200/month ]
(or get it free—see the 100 DAYS page)We'll handle it — you stop stressing about “making payroll”
- ◊ Create and file end-of-year W2, W3 and 1099 forms
- ◊ Manage your weekly payroll budget
- ◊ Maintain your payroll roster, benefits, changes to payroll info
- ◊ Process employee payroll on your schedule
- NOTE: We use Gusto, Onpay, QB Payroll
“Our financials are finally on track and profitable. Now there's a future.”
Brittany Hakimfar, Interior Designer (owner)
Bryn Mawr, PA
Far Studio Interior Design
«CATCH-UP / CLEAN-UP»
[ $100/month for 1 year ]
(or get it free—see the 100 DAYS page)Is your bookkeeping behind, disorganized, incorrect?
- ◊ Review and update your Chart Of Accounts
- ◊ Organize and restore the accuracy of your financial records
- ◊ Reconcile (up to 1 year) all bank and credit card statements
- ◊ Stop making bad business decisions based on inaccurate info
- ◊ See the true financial health of your business
- NOTE: We use QuickBooks and Xero
Begin 100 Days To Profit
[and the next 100 are on us]
Accounting That Makes You Money™
Accounting That Makes You Money™
Business & MoneyThe CFA Newsletter by David Brady Every Thursday morning 2,017 people read smart |