The CASHFLOW Program

Better Decisions,

Better Results

What we do for Real Estate Entrepreneurs:

Weekly:

  • Real Estate Specific Accounting Process

Monthly:

  • Real Estate Specific Financial Close

  • Recorded Financial Review from Accounting Strategist

  • Industry Standard Financial Dashboard with KPI Tracking

Quarterly:

  • Tax Advisory Meetings

Annually:

  • Custom Tax Strategy Creation and Implementation

  • Audit-Ready Documentation Assembly

  • End To End Tax Preparation

Other Benefits:

  • CASHFLOW Education

  • CASHFLOW Community

  • CASHFLOW Benchmarking

  • Access To BEC Budgeting Template

  • Access to Wealth Tracker and REO Schedule

  • Additional Optional Support: Money Meeting

Next Steps

  1. Complete the form under “Let’s Talk”.

  2. Schedule a 30 minute discovery call.

  3. Submit financial information requested.

  4. Review your custom service plan (bundled service package for a flat monthly investment).

  5. Accept the engagement, and we begin our partnership.