Flight for Accountants/Advisors

Which accounting/advisor services work best with CashFlowTool.com?

Bookkeeping, tax, compliance, consulting – any service that would benefit from value-added conversation starters with your clients, time saving KPI/trend calculations and a focused perspective on your client's business.

Can I add multiple clients?

Yes! CashFlowTool.com is a platform to help you provide better service to all your clients. Each client you add will be visible to you and the specific users you add to that business.

Do you offer a free plan?

All plans offer a 14-day free trial. After your trial ends, you can subscribe to one of CashFlowTool.com's plans. CashFlowTools.com currently offers a single Founder's plan. This plan offers our best pricing. As new features are added, we will evaluate adding new plan options.

What happens after my 14-day free trial expires?

If you have not added a payment method by the time your 14-day free trial expires for a business, the business is grounded. You can still view the business’s activity feed, but cannot add new posts, or comment on existing posts. Updating your financials is disabled. You can subscribe any time after your trial ends, and regain full access by viewing the Subscription page for the business and subscribing to a plan.

“I would have CashFlowTool.com open and running in the background all day to keep an eye on my clients. I love it for that.”

Mariette F. Martinez, EA

Your Accounting and Tax Professionals

“CashFlowTool.com is part of a huge revolution happening in the accounting industry. An accountant can give clients super valuable insights and then talk about it right in the platform, easy as texting. It’s finally easy to be a trusted advisor.”

Dawn Brolin

Powerful Accounting, LLC

"This is blowing my mind. This is a game changer. You guys do this right and you will change how accounting professionals work."

Eric Greenspan

74 Systems

Less time number crunching.
more time adding value.

CashFlowTool.com helps you focus on what matters most – insights that drive better business decisions for your clients.

Key Benefits

If your clients have QuickBooks, they need CashFlowTool.com

QuickBooks Online and Desktop Support

Who pays the monthly subscription fee?

You add a credit card per business.

This gives you the flexibility to choose the model that works for you.

Client pays

Accountant/advisor pays

Become the advisor your clients want

FAQ

Together we can eliminate cash flow as a reason that businesses fail.