”Success is the progressive realization of a worthy goal or ideal.
-Earl Nightingale
Entrepreneurial victory is based on a progressive ability to utilize three core processes: Design, Execution, Initiative-Taking Response.
Entrepreneurial victory is increased if your CPA has the time to invest in your battlefield victories…time to stand shoulder-to-shoulder with you.
Where does the “typical” CPA firm’s tax department (4 tax partners or less) spend their time?
Time Allocation for a “Typical” CPA Firm’s Tax Department
This is the typical time allocation for the entrepreneur’s CPA.
Is there sufficient battlefield time to fight for your victory?
Cash Flow Mastered thinks there is a better way.
The better way is for us to stand beside you, shoulder-to-shoulder in your battles and help you achieve victory!
Cash Flow Mastered does not focus on tax preparation.
Tax preparation is a historical commodity far away from your battles.
Our entire focus is on design, execution, and monitoring of strategic designs built for your victory!
Process 1 – Design
In design, the tax code does not start with numbers and lines on a form. It starts at the end…What is your grandest goals?
Once the end is defined, the tax code has us move backward, carefully selecting the right paths for you, until we get to the beginning: Where you are today.
In design, a solid and prudent process is developed to take you where you are now to where you want to be at a specific point in time.
Why work backwards?
The tax code supplies a vast number of paths that are all technically correct. Yet, any path might be horribly inappropriate to reach your goals.
By working backwards, we can justify all tax code provisions use by one simple test: Do they advance or hinder reaching your grandest goals on-time, on-budget, and with the highest probability of success?
Process 2 – Execution
It does not matter what you know, intend to do, or what your wishes and daydreams are.
What matters is tangible, cash-flow driven results!
What matters is execution of sound ideas…doing the right thing, at the right time, and in the right way.
Execution of sound ideas is usually the difference between achieving your grandest goals and settling for something far less.
What is our standard of execution?
Our standard of execution is victory on-time, on-budget, and with the highest probability of success.
Our standard of execution is doing the right thing, at the right time, the right way, and then staying right.
Our standard of excellence starts with our Success Projection Model.
Projective models supply the full range of financial data and trends needed to reach your grandest goals. This projective model includes:
- Monthly financial targets telling us the amount and timing needed to reach their goals on- time, on-budget, and with the highest probability of success.
- Monthly projected balance sheets, retained earnings, income statement, and statement of cash flow under GAAP (generally accepted accounting principles) for a rolling forward 12-month period.
- A measurement, by month, of actual against projected.
- Expanded cash flow analysis for a rolling forward 12-month period.
- Projected income tax liabilities so the client knows the developing liability and can take corrective action.
- A What If modeling capability so decisions can be modeled against cash flow and other GAAP statements.
You can hardly expect to meet your grandest goals if you cannot see where you are going, and if where you are going is where you need to go!
You can hardly expect to meet your grandest goals if you cannot see where you are going, and if where you are going is where you need to go!
Process 3 – Initiative-Taking Response
Initiative-taking response is the ability to understand trends based on financial modeling and historical performance and act accordingly.
Initiative-taking response is when we stand by your side in the entrepreneurial battle, your battle becomes ours, we Stand-By-You until victory is assured.
We do not tell you what to do and hope you self-implement correctly.
We are there by your side for as long as it takes!
Based on our founder’s experience since 1979, this process works, works extremely well, and will work for the 85% of entrepreneurs lacking the cash to achieve their grandest dreams.
While the three processes are common to all, the application of the processes are highly unique to individual circumstances and goals.
Why Visit With 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!