FINANCIAL HEALTH CHECK-UP
Is Your Business Financially Ready To Scale?
Find Out With A Financial Health Check-Up
Getting a financial health check-up for your business gives you a comprehensive assessment of the company’s financial standing. It identifies strengths, uncovers inefficiencies, optimizes cash flow management, and allows you to proactively plan for future growth and prepare for potential challenges – giving you strategic insight to guide informed decision-making.
Allow us to conduct a comprehensive financial health assessment on your business and provide you with a detailed report on the financial fixes that are needed as well as a complete roadmap to resolve them. Use the roadmap to ensure your business is on the best financial path.
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WHAT OUR CUSTOMERS SAY
“This review is long overdue as my firm Transition Staffing Group has partnered with Cash Flow CFO for close to three years. My partnership with my CFO Marla Reynolds is invaluable along with the dedicated work from Xochitl Romero, who is essentially a full time member of our team. Trust has been built and results delivered, I have and will continue to recommend Cash Flow CFO to my friends and colleagues.”
SHAUN ENDERS
CEO and Co-Founder of Transition Staffing Group, Inc.
WHAT OUR CUSTOMERS SAY
“Exceptional! I can’t say enough good things about The Cash Flow CFO. I am amazed at the knowledge and expertise of my CFO and the way he has transformed our business financial framework from a clunky small business to a system ready to become a true enterprise. I am blown away by the detail and tools they have created to help us fix problems, uncover our true numbers, and understand what it all means – so we can make smart, informed decisions. They deliver on every aspect of their services and offer remarkable customer support. I am so excited to continue working with Cash Flow CFO!”
JENNIFER MORRIS
Founder of J. Morris Flowers
WHAT OUR CUSTOMERS SAY
“The Cash Flow CFO has been the best business decision I have made in years. With their support, I now have trackable data that provides very necessary information for my business. There is nothing to think about. The Cash Flow CFO will support you and your business to scale and reach your next level. Who doesn’t want that???!!”
BEATRIZ A. PELAYO-GARCIA
Owner of Distinguished Legal
WHAT OUR CUSTOMERS SAY
“We have been so happy with our relationship with The Cashflow CFO! The team has given us such great insight into our business. They are knowledgeable and have helped us in so many ways. One of the best decisions we made for our business.”
KERRY WEBB
Co-Founder/CEO of j. David Group
WHAT OUR CUSTOMERS SAY
“The Cash Flow CFO has been an outstanding addition to our business. Having a fractional CFO and accounting has been life changing for our small business, and I can’t imagine working with any company besides Cash Flow CFO. Their forward planning and attention to detail has made all the difference in developing our financial picture, and I sleep well knowing they are on our team!”
ALANA WISE
CEO of Bio Logical
WHAT OUR CUSTOMERS SAY
“Marla Reynolds is the best of the best from cashflowcfo. I’ve been working with her for almost 3 years, she’s amazing always answer my questions, she’s on top of everything I need to do. I love her very much. Thank you for all your support Marla.”
KARLA COSTILLA
CoFounder/President of Masters Trucking Academy
WHAT OUR CUSTOMERS SAY
“Working with The Cash Flow CFO changed everything I knew about the numbers for my business. The owner created a very comprehensive plan for me to grow my practice and I feel better capable of scaling.”
DR. L. IMANI PRICE
CEO of Women's InnerFitness & Wellness Center
WHAT OUR CUSTOMERS SAY
“Recently I had the privilege to hire The Cash Flow CFO and the experience has been exceptional. As a small business owner, having access to top level CFO insights has been a game changer. Their team is top-notch with deep financial acumen. They are proactive and present innovative solutions and offer a strategic guidance to ultimately impact our bottom line.”
LAURIE BRADEN
Founder/CEO of Global TV Concept
WHAT OUR CUSTOMERS SAY
“Our business has received so much value and insight from the Cash Flow CFO! We love working with them and our business finances have improved immensely.”
CHELSEA GHEESLING
Co-Founder of Bundled
WHAT OUR CUSTOMERS SAY
“I’m so fortunate to have the world’s greatest CFO in Jessica. She really understands my goals and she creates templates and data that is easy for me to understand and motivates me to keep pushing for growth. I wouldn’t want to do business life without her”
ANGIE OVEN
Owner of The Bridal Gallery
WHAT OUR CUSTOMERS SAY
“Andrea Jenson and her wonderful team are amazing! I work directly with Mallary Chapman, who is always pleasant, she responds quickly and thoroughly, and makes me feel like she really cares about my business. I’ve been working with them for 4 years, and I can’t tell you what a gift it is to have the financial aspects of my companies being handled so well. The whole team are trustworthy, reliable, very accurate, proactive, and a pleasure to work with. I highly recommend working with them!”
DIANE FORSTER
TV Host & Mindset Coach
WHAT OUR CUSTOMERS SAY
“The Cash Flow CFO has come in and taken my numbers system to a truly stellar level of clarity and operational efficiency that is what I’ve always wanted for my business, clearing the pathway for true growth and scaling. Now I have the confidence of knowing that the systems for knowing (and growing!) my numbers are not only stable and efficient, but they are able to grow with me. I have reclaimed incredible amounts of time, energy, and mental space to direct to other aspects of growing my business. Both myself and my COO agree that hiring The Cash Flow CFO is one of the best business decisions we’ve made!”
JULIE GALLIVAN
CEO of I Make Great Decisions
WHAT OUR CUSTOMERS SAY
“I am the CEO of an engineering consulting firm based in Newport Beach, California. In January 2020 it became apparent that we needed additional assistance with the financial side of the business. Through an Allison Maslan event, we were introduced to Andrea Jenson’s Cash Flow CFO team. Based on our initial introduction and some follow-up get-to-know each other discussions, I came to the conclusion that Andrea’s team would be a good fit to supplement our operational needs and goals. I did not regret my decision and continue to benefit from their advice and input.”
ROBERT J. McCARTHY
CEO of R McCarthy Consulting, Inc