3 PLANS   •   3 ADD‑ONs

Choose from 3 Monthly PLANS
plus 3 ADD‑ONs and say goodbye
to poor cashflow and lost profit.

 Begin 100 Days To 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 &   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

 

To compete and win in the business world of 2026 you need more than bookkeeping & accounting.

You need a Financial Operations Team who fights every day for your success.


 Begin 100 Days To Profit 
fix your cashflow   ||   double your profit
Accounting That Makes You Money™
Real Humans
Helping Business Owners
& Entrepreneurs Nationwide
 

Business and Money

The CFA Newsletter by David Brady
...

Every Thursday morning 2,113 people read smart
ideas about business and money. You can too.