AI Money Management System

Using the analysis power of AI we turn your financial data into actionable insights to create cashflow + profit + growth.

How? By integrating the best apps | software | tools we built a system of systems that will lead you to permanent profitability.

Because at CFA we're driven by one philosophy: «bookkeeping and accounting should not be an expense, but rather a tool to make you money»

Bookkeeping & Accounting

Imagine all your bookkeeping and accounting done for you. That's CFA.

Now with these administrative tasks taken care of, you can focus on running your business (...and do so with less stress and more free time).

And don't forget, to better operate your biz we also give you an online weekly-updated Financial Reporting Dashboard.

Catch-Up / Clean-Up

No worries, we don't judge. We'll get you current.

We will catch-up, correct, and organize your accounting file, reconcile checking/credit accounts, analyze your Chart Of Accounts.

And when we're done you'll have up-to-date reports, financial statements, charts & graphs.

Tech Implementation

Technology can be overwhelming. But not anymore because we run it all “behind the scenes”.

We integrate the best software and systems that grow your cashflow and move your business forward. Now you have a competitive advantage.

And how about a daily dashboard view of your financials? We have that too (...among many other dashboards).

Communication

You and your business are anywhere. So should be your data and communication.

The tools we use are cloud-based, which gives you instant access to all the business and financial info you need right from your phone or tablet or laptop.

And when you're ready to talk we're available by email | text | phone | voicemail. But if you're in Denver, stop by the office.

Payroll

Would you like painless payroll? Why? Because we know the pain is real—for most companies payroll is the biggest expense.

And think about all the details: regulation changes, compliance updates, new hire onboarding, time tracking, commissions & bonuses, benefits, withholding, payroll taxes.

And to further complicate these details...what if you have a mixture of full-time, part-time, 1099s, temp workers? No worries, we're on it.

Taxes

Got tax questions? We got answers...and more.

Never worry about tax time again, which drains your energy and enthusiasm for your business:

• • Business and Personal tax returns
• • Monthly tax savings/deductions report
• • Quarterly tax estimate reminders
• • Yearly tax return review conference call
• • Mid-year tax planning and strategies
• • Year-round tax support via email & text