Simplified Growth, True Freedom.
The Cash Flow CFO guides you to the financial clarity you need to make confident decisions, achieve sustainable growth, and enjoy the freedom to focus on what matters most.
At The Cash Flow CFO, we know that you want to be the kind of business owner who has the financial insight to make informed decisions, drive profitability, and scale your business with ease. In order to do that, you need financial systems that are optimized to support smart, strategic, and sustainable growth.
The problem is, most accounting firms lack a vested interest in your success, which can leave you drowning in financial data without actionable insights. That can make you feel overwhelmed by confusion and uncertainty in making critical decisions for your business.
We believe that you shouldn’t be left without the guidance and clarity needed to make informed decisions and confidently drive your businesses forward.
EXPECT GREAT RESULTS
The Cash Flow CFO team combines decades of experience managing finances for some of the world’s largest companies with a passion for empowering entrepreneurs like you - so you can stop missing out on opportunities for growth – and instead experience the freedom you imagined when you started your entrepreneurial journey.
Meet The Cash Flow CFO Team
Andrea Jenson - Founder & CEO
Andrea Jenson is an entrepreneur, investor and the Founder and CEO of The Cash Flow CFO. A premier Fractional CFO and Accounting firm dedicated to empowering business owners in their scaling efforts through insightful financial decisions grounded in solid data. As the creator of the Profit Growth Method, Andrea and her team offer a comprehensive strategy designed to bolster business profitability in a holistic and sustainable way.
Celebrated as one of the Top 5 Business Strategists for Scaling a Company in 2023 by both Forbes and Success Magazines, Andrea’s expertise profoundly enhances the financial health of businesses, optimizing cash flow, controlling expenses, and cultivating investment strategies to fuel growth through M&A activities.
Outside of her professional achievements, Andrea is a wife and mother, an enthusiastic soccer player, and a passionate volunteer with a deep love for animals. Her multifaceted life enriches her role as an entrepreneur, investor, and visionary, making her insights and leadership uniquely impactful in the business world.
Dori Tattrie - COO
Dori is a Certified Online Business Manager®️ and successful business owner who has spent the past 12 years leading teams, operations and business growth. Dori has helped dozens of businesses scale through strategic planning, operational excellence and thoughtful team development. Her extensive business experience and operational savvy has helped scale The Cash Flow CFO with incredible efficiency, while maintaining a focus on a strong company culture.
Marla Reynolds - CFO Division Manager
Marla's background includes progressive roles in both publicly and privately held companies, including a British multinational and a world recognized brand of plants. This diverse experience leads to a broader perspective when it comes to helping businesses achieve their financial goals.
Todd Duthie - Financial Consultant
Todd is an MBA and highly accomplished CFO with over a decade of experience in financial strategy, operational efficiency, and business growth. Known for leading finance teams and fostering a culture of continuous improvement, Todd has successfully scaled businesses through complex mergers and acquisitions, ensuring seamless transitions and significant value creation.
Delores Becker - Controller
Delores is a whiz at learning the inner workings of different financial software and loves nothing more than providing clients with a numbers win. Her years of experience as a Senior Accounting Manager has made Delores an indispensable asset to team and clients.
Dori Hammons - Account Manager
Dori holds a Bachelor of Science in Accounting and a Paralegal Associate's degree. She has 25+ Years of experience in the accounting field working with a variety of industries.
Xochitl Romero - Account Manager
Xochitl holds a Bachelor of Science in Business Administration and Finance. She has 8+ years of accounting experience and loves problem solving and tackling even the toughest accounting challenges as well as the opportunity to share her skills and talent with our clients.
Leigha Becker - Account Manager
Leigha’s favorite part of her job is identifying more efficient processes and creating highly functional operating procedures for her clients. Leigha is passionate about helping her clients & their team feel supported with financial clarity.
Morgan Henderson - Executive Assistant
As the Executive Assistant to our CEO, Morgan is the glue that holds our operations together. Having previously honed her skills at her small family trucking business, she brings a wealth of experience and passion for business organization to our team.
Klara Morgan - Client Onboarding Coordinator
As our Onboarding Specialist, Klara is the warm welcome you get from day one when you partner with us. In addition to onboarding, Klara is the mastermind behind our CFO scheduling system. Balancing multiple calendars and optimizing schedules, she ensures that our CFO client meetings run like clockwork.
Ashley Moyer - Recruitment & HR Coordinator
As Recruitment Coordinator, Ashley is responsible for bringing top talent to our team. With in depth understanding of our company & client needs, she provides a first class experience for anyone looking to join our team.
Amy Kerr - Administrative Assistant
As a dedicated Administrative Professional, Amy plays a vital role in supporting the team and contributing to the overall success of the organization. With a keen eye for detail and a passion for organization, she is skilled in handling all internal projects & support with professionalism and efficiency.
CASH FLOW CFO CORE VALUES
We deliver what is promised, ensuring that our clients achieve their financial goals.
We hold ourselves responsible and accountable for the success of our financial strategies.
We work collaboratively and helpfully, acting as a trusted partner to our clients.
We adapt with ease to the changing needs of our clients and the financial landscape.
We maintain a positive outlook, focusing on solutions and opportunities.
We believe in infinite possibilities and work to turn those possibilities into realities.
Our priority is our clients, ensuring we are always available and responsive to their needs.
Your Fast-Track to Financial Clarity
This simple, actionable tool will help you quickly assess the key areas of financial health you need to address to scale your business. It’s designed to provide immediate clarity and highlight the next steps, all in under 10 minutes!
Take the
10-Minutes to $10 Million Assessment
Get your personalized results + our free Financial Health Checklist!
