CLIENT RESULTS

Our proprietary 12-month Client Success Map has helped countless business owners grow with confidence

"The Cash Flow CFO has been an invaluable part of our business journey. They helped me gain clarity around exactly what we needed to do to position our company for an acquisition offer. But beyond that, they helped us implement those recommendations and truly provided forward-thinking financial advice. When the time came to sell, we literally couldn’t have done it without the insight and advice of The Cash Flow CFO. Andrea and team, thank you for all you’ve done to support us. Working with you was one of the best decisions we made in our business - I only wish we could go back in time and find you earlier in our journey!"

Jennifer Orechwa, Chief Operating Officer of Projections Inc.

Robert J McCarthy, CEO of R McCarthy Consulting, Inc


"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. They generously offered insight, motivation and strategy that led to immediate and on-going improvements to our company. We find them to be well-staffed, knowledgeable, efficient and organized. We highly recommend their services to other organizations like ours that are looking for CFO assistance."
"After just 90 days, I have so much clarity on which revenue streams are the most profitable and which products my team should be focusing on selling the most. Thanks to the help of Andrea and her team, I know exactly what I need to do to reach my sales goals, and I’m excited to continue working with them now that we’re in full swing! "

Erica Sell, Owner of Harmony Home Medical

Michelle McFarland, CEO of The Wedding Shoppe

"I've been with Andrea Jenson for a couple of years now and LOVE HER and her team. She does all my bookkeeping and offers CFO insights I wouldn't have considered on my own. They helped me navigate the PPP (both rounds) and the forgiveness process. It's a weight off my shoulders and I'm so grateful to have her on my team!"
"Clarity of the numbers is the heart and soul of running my business. Over the years, I have invested incredible amounts of time and energy to attempt to bring my numbers to a level of clarity and consistent operational organization, never getting to the level that I believe is necessary in order to run my business to it's maximum potential and become a true growth model. I've worked on it myself and hired employees or other companies and nobody was able to help me bring it to the level that I choose.

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

Stephanie Nivinskus, CEO of SizzleForce Marketing, Inc. 

"Andrea, YOU have changed my life! It still boggles my mind knowing you transformed me from a woman who hated numbers and hid from them at every turn to a woman who is actually eager to see the numbers and make strategic decisions based on data. Thank you for teaching me and being sooooo patient with my long learning curve! If you can make me like numbers, you can make ANYONE like them!"
Propel You Business Growth
SECTION FOR 7 SCALING TIPS OPT-IN
What We Offer
Thanks to our virtual platform, we offer outsourced bookkeeping services with unrivaled convenience. As a business owner, you’re already busy enough. With Jenson Tax and Bookkeeping, you don’t need to find more room in your schedule to make sure your books are properly maintained.

We focus on providing customers with a personalized experience. You will be paired with an experienced bookkeeping professional and a senior accountant who will always be available to answer any questions you have. Furthermore, your account will be overseen by an accounting manager and all of your financials will be reviewed by a CPA (certified public accountant) before we send them to you.

New to using outsourced bookkeeping services through a virtual platform?

Don’t worry! We’ll also provide you with a relationship manager whose sole duty is making sure you understand how to use the platform and are happy with our services. 

Most importantly, we offer our clients freedom. All you need to do is provide your personal bookkeeper with bank statements and any other relevant documents. Then sit back, relax – or, you know, keep working – while our team takes care of the rest.

Achievements
  • Keynote Speaker at Funnel Hacking Live, 2017
  • Forbes 40 Under 40 in Business & Marketing, 2017
  • Solid a company I ran for the past 3 years for $7m, 2016
  • Became Co-Founder of a SaaS Company, 2016
  • Joined Russell Brunson's Inner Circle, 2015
  • Selected for the ClickFunnel's Design-A-Thon, 2015 
Whom We Serve
In short, we serve people who understand that effective bookkeeping is a major asset for their business – but don’t necessarily want to handle it themselves.

Like us, they think outside the corporate box and while their financials are important, they’re just as driven by a passion for creating opportunities and growth in their communities. 

Our list of clients includes entrepreneurs, innovative businesses, and established companies who are making $1m+ in revenue and want to implement improved systems and procedures so they can gain clarity on their finances and make better,  more informed business decisions. 

Our clients come to us because:

       • They are ready to grow and scale but are not sure exactly how
       •  They lack time or willingness to learn and create systems needed to fully understand their                business finances.
       • Are concerned about overspending in certain areas or not saving enough money
       • Want to figure out why the business is making money but they are not being paid enough
       • They feel overwhelmed when it comes to their business finances and are eager to gain clarity           on their numbers

Let us show you the difference of having high-impact Virtual CFO on your team! 

Hiring Andrea and her team at Cash Flow CFO was a phenomenal decision. Before I hired CFCFO I was constantly stressed about my business finances and now I have a team of trusted experts who not only take care of my accounting needs but help me plan, make smart business investments, and take the time to educate me along the way. Andrea and her team consistently over-deliver. I consider them part of my team!

JuliAnn Stitick, Creative Director and Founder of Your Success Style

If you need financial organization, accurate methods of accountability and a trusted, dependable advisor, that is what you will find in Andrea. She is detail oriented; nothing gets by her. If you want to get away from handling your own financial workflow responsibilities and focus on growing your business, then let Andrea be your virtual CFO. Your business couldn't be under better care. 

Chiqeeta Jameson, Bestselling Author, Sales Coach and Speaker

Andrea Jenson is our Money Maven is about all things money. Her money mindset and strategy about day to day business is impeccable. She is always thinking about what we do affects our bottom line. She is always thinking about the money. I need her, when thinking about expanding and new programs she is thinking about how are going to pay for that, what the profit going to be - keeping on on track!

Cyndi Padilla, Co-Owner of Gain The Edge
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