Cash Flow Mastered

For entrepreneurs who believe they have a mission beyond making money.

85% of entrepreneurs settle for lesser impact because they lack the necessary cash flow!

Find out your loss impact from wasting cash flow by overpaying taxes

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

Define goals, timeline, and resources.

Design

Find paths built within the tax code.

Execute

Build-out the tax code design to best practices.

Monitor

Respond to changes to keep focus on ultimate victory.

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.

Learn More About The Stand-By-You Program

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.

Learn More About The HERO CPA Program

To us, the tax code is your friend, and not the enemy.

We increase the probability of your entrepreneurial success because we build upon the bedrock foundation of success: the tax code supplies the ultimate paths for entrepreneurial success.

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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.

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!

Schedule A Meeting With Us