The Cash Flow Mastered 5-Part Process
Our process results in your victory being achieved on-time, on-budget, and with the highest probability of success!
Define goals, timeline, and resources.
Find paths built within the tax code.
Build-out the tax code design to best practices.
Respond to changes to keep focus on ultimate victory.
Achieved on-budget and on-time!
We Aid Your Entrepreneurial Victory In Two Ways:
Stand By You is us working with you for your victory! We are on the battlefield, standing shoulder-to-shoulder with you until victory is achieved. We are here from beginning to end.
We train your primary advisor, your CPA, to leave historical reporting and come into the now and future battles standing with you until victory is achieved.
We convert the commodity CPA into a HERO CPA… into a battlefield warrior.
These ultimate paths are built on 5 tax code principles:
1. Start with the client’s goals not numbers on lines of the tax return.
2. Build a projective accountability system combining actual results with projected mileposts.
3. Protecting wealth is more important than tax savings.
4. ERISA plans that focus on the needs of the entrepreneur and not on the needs of employees.
5. Tax code acceleration of debt to increase future tax flow.
Knowing is important but knowing is not enough for victory. Victory is doing the right thing, at the right time, the right way, and then staying right. We build for your victory guided by these 5 principles.
What our clients have said about us.
We'll help you succeed on time, on budget, and with the highest probability of success.
“I have been so impressed and grateful for my team at Cash Flow Mastered. I feel confident we are in the best hands. I love how strategic they are about our structure and tax planning. They not only optimize for today but are setting us up for success long term.”Spencer T.
“Cash Flow Mastered has been such a great partner in my business the last few years. As a small business owner, I wasn't sure how to best set up my finances to use the tax code to my advantage, set myself up for retirement, and plan for growth.”Lindsey B.
“My husband and I have been working with Cash Flow Mastered since fall of 2018, setting up a retirement plan. It has been such a pleasure to work with them.”Katie & Mike T.
“I am happy to provide a recommendation for Cash Flow Mastered. I am a small business owner and was frustrated with the amount of taxes and loss my small retirement from the recession of 2008 and 2009.”Wesley S.
“It has been great working with our team at Cash Flow Mastered. We were able to solve a huge problem with a brilliant solution to get us a HUGE break on our taxes. It was a win for everyone involved and took the stress completely out of the situation. I haven’t stopped talking to my business partners about the massive help that John has been. What a great team! What a great experience!”John and Carrie B.
“Cash Flow Mastered has been a tremendously positive influence on our construction business. The greatest benefit has been their experience and expertise in taxes. We feel that they are very efficient and honest and treat us like family.”Tish and Emanual M.
We stand side-by-side in the entrepreneurial battle with those who share our traits:
Straightforward and hard-working
High-level technical skills and creative
Motivated and laser focused
Open minded and enjoys life
Why Visit Us?
After visiting with us, you’ll see how you can achieve your grandest goals on-time, on-budget, and with the highest probability of success.
You’ll gain a team standing by your side in your entrepreneurial battles until your victory is assured!