Anxiety-Free Accounting

We operate on your books so you can operate your business.

Reduce your tax burden by up to 30%

without needing to move out of the country or even the state that you live in.

The Cashflow Doctor team provides best-in-class accounting services and gives founders complete clarity on their financials, allowing them to progressively improve profit margins. Our team of financial experts and CPAs partner with you to strategically track and map out all accounting matters, and reduce your tax burden with creative and legal tactics.

We Offer

Standard Accounting Packages

Accounting and bookkeeping doesn’t have to be anxiety inducing or stress provoking. We take care of all of the heavy lifting and provide you with clean numbers in an easy to understand format on a regular basis.

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Crypto Accounting Packages

Crypto transactions don’t have to complicate your business bookkeeping. Our team is experienced in working with clients that have multiple wallets and trade in various crypto currencies. We can help you analyze your finances and adjust business decisions.

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Tax Strategy & Preparation

Paying too much in tax? The Cashflow Doctor team focuses on proactive tax planning and legitimate tax strategy to help you reduce your tax bill and allow you to keep more of what you make.

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Special Tax Projects

There are many government sponsored programs that offer financial assistance to business owners. The Employee Retention Credit (ERC) program is an example. It is currently underutilized and we would love to help you take advantage of it.

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Let’s talk

Schedule a commitment free consultation.

The cost will be applied to your project if you move forward.

Case Studies

MARKETING FIRM

BeforeClient was paying $125,000/year in tax.

After – We facilitated a restructure of the company to pay our client a reasonable salary & contribute to a retirement account. Our client could trade crypocurrency without reporting on a pretax basis in that account and we helped implement a leaseback strategy for personal assets the company was using.

Total tax savings identified: $36,500/year.

AUTOMOTIVE INDUSTRY

BeforeClient’s true tax load identified as $350,000/year.

After – We helped restructure the company to pay the client a reasonable salary which reduced their FICA tax liability. We set up an entity to house family medical expenses and shifted passive real estate losses to another entity. A leaseback strategy was also implemented to maximize deduction and reduce overall income.

Total tax savings identified: $179,000 the first year & $105,000 for subsequent years.

What people say

TESTIMONIALs

Eric and the Cashflow team are superb at what they do. If you’re looking for an expert team of genuine people that can help with tax strategizing, P&L accounting, and crypto taxes, then the Cashflow team is a no-brainer. You’ll be smiling the whole way through when you work with them.           

– Steve B,  NFT company