3 PLANS • 3 ADD‑ONs
Choose from 3 Monthly PLANS
plus 3 ADD‑ONs and say goodbye
to poor cashflow and lost profit.
fix your cashflow || double your profit
Accounting That Makes You Money™
Bookkeeping • Accounting • Payroll • Tax
with CFA Money Management System
MONTHLY PLANS INCLUDE:
- Peace of mind, less stress, more free time, equals freedom
- Monthly plans are paid weekly...because we're all about helping cashflow
- Done-For-You weekly bookkeeping by two bookkeepers
- 100 Days To Profit onboarding program + CFA Money Management System
- Your own Bookkeeping & Accounting Web Portal (updated weekly)
- Your own Financial Reporting Dashboard (updated weekly)
- WEEKLY cashflow analysis that identifies the reason for money shortages
- MONTHLY financial analysis that describes what's eating your profit
- QUARTERLY expense planning plus strategies for business growth
- EXTRA: We pay your QuickBooks or Xero subscription
“Our business has doubled since we started with Cash Flow Accounting.”
Jeff Dawson, Architect
Denver, CO
Studio Architecture
Plan ① : CASHFLOW
$375 / 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
Westbrook, Maine
Flux Jewelry Studio
Plan ② : PROFIT
$500 / 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 & 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
Fort Collins, CO
Pro IT Services
Plan ③ : GROWTH
$750 / Week
Your Financial Operations Team
In addition to Bookkeeping & Accounting, this is where we become your Finance and Growth partner to help you build an unstoppable business.
- Everything in PLAN ① & ② plus...
- Level ③ Money Management System: CASHFLOW + PROFIT + GROWTH
- Access to your dedicated Financial Operations Team: phone, text, chat, email, voicemail
- Income & Expense Mgmt, Cashflow Forecasting, Profit & Growth Strategies
- Performance review with recommendations & future planning
- Technoloy review with goal of making your processes more efficient
- Profit: it's not about how much you make—it's how much you keep
- Work with Website Designer to update website and attract more customers
- Website review, recommendations, and writing
- Eye on advertising budget to ensure there's plenty available for growth
- Quick results and the confidence in knowing you're no longer stuck
- EXTRA: Monthly call with your Business Growth Strategist
Begin 100 Days To Profit
fix your cashflow || double your profit
Accounting That Makes You Money™
«TAX» ADD‑ON
$150/month
[or get it free—see 100 DAYS page]You bust your a** all year running a company.
Then you spend considerable time and money to ensure your bookkeeping and accounting is accurate.
And after all that, you must pay someone several $thousand$ to prepare and file your 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 EVERY YEAR
“I won't lie. I had doubts. But my business didn't double, it tripled.”
Ellie Nelson, Business Director
Nashville, TN
Affinity Entertainment
«PAYROLL» ADD‑ON
$200/month
[or get it free—see 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
Bryn Mawr, PA
Far Studio Interior Design
CATCH‑UP / CLEAN‑UP
$250/mth for 6 months
[or get it free—see 100 DAYS page]Is your bookkeeping behind, disorganized, incorrect?
- ◊ Review and correct 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 business decisions based on inaccurate info
- ◊ See the true financial health of your business
- NOTE: We use QuickBooks and Xero
Real Humans
Helping Business Owners
& Entrepreneurs Nationwide
Business and MoneyThe CFA Newsletter by David Brady Every Thursday morning 2,113 people read smart |