You Have Questions?
I Have Answers!
Will you be doing my taxes?
We focus on financial strategy, clarity, and CFO-level support, not individual tax filings. But we’ll work perfectly with your tax professional to keep everything optimized and aligned. Our job: deliver the big-picture insights and ongoing bookkeeping that make tax season strategic and smooth.
Do I need a separate bookkeeper, or do you handle everything?
If you already have a bookkeeper you love, you’re welcome to keep using your them. Just ensure their work is finalized by the 10th of each month so our team can review everything for accuracy and completeness. Clean, reliable numbers are the foundation of the CFO-level strategy and insights we deliver.
This step is non-negotiable: we must have reliable data to build your growth plan and spot opportunities.
If you don’t have one yet (or need more support), we offer full bookkeeping services tailored to your real estate flips, rentals, loans, or service business!
What if my numbers are a mess right now?
Our CFO program includes light/minor cleanup to get you baseline clarity fast (reconciling recent bank feeds, expenses, and quick recategorization for clear reporting). From there, your strategy launches on solid ground.
For extensive cleanups (e.g., multi-year backlogs or complex corrections), we’ll assess it together in the first few weeks, then create a clear plan for the time and cost as an add-on service. This keeps your program on track while handling the heavy lifting.
How quickly will I see real clarity in my cash flow?
Every real estate and service business is unique, but most clients gain clear financial visibility and control within the first few weeks of working with us. We prioritize rapid wins by hitting your top pain points upfront, like ill-tracked project overruns, irregular cash flow, inconsistent invoicing, insufficient reserves, lender rejections, etc. paving the way for higher profits and scalable growth over time.
Will this help me get better loan terms?
Lenders love our lender-ready packages: P&L, balance sheets, and project-specific P&L models. Clients report lower rates and higher approvals because we prove your velocity and exit strategies. Working with us means your lender never has to guess at your profitability track record.
What's the difference between you and a basic bookkeeper?
Bookkeepers record history. A basic bookkeeper looks to you for all the answers. Advisory predicts your future, prevent mistakes, and builds your growth playbook. Tailored, knowledgeable bookkeeping saves you time and headache, CFO advisory improves profitibility and helps you grow the business.
What types of businesses do you work with?
We specialize in service businesses of all industries as well as real estate industry professionals: house flippers, landlords, property managers, real estate agents, wholesalers, and lenders.
We do not currently work with companies who stock and must track inventory, like retail stores, gas stations, or convenience stores.
How can I schedule a consultation?
Apply now for your complimentary consultation with REI Cash Flows. Let’s get your flips, rentals, or service cash flowing with the clarity and strategy you’ve been missing.
Enrollment
Become a part of our mission to empower entrepreneurs and enhance business practices for future generations.
