Our Cash Flow Solution is a four-part system designed to help real estate investors and business owners gain clarity, clean up finances, and make confident, strategic decisions. This solution saves you money and makes you money. It includes the Cash Flow Confidence Call, Clutter to Cash Flow Checklist, Cash Flow Confidence System, and Real Estate Reality Check.
We simplify your finances so you can focus on earning money
Finally! Cash Flow Confidence
Cash Flow Confidence Call
Get expert eyes on your business to see what’s working, what’s not, and what to do next. In this 30-minute call, you’ll get a powerful, high-level review of your business. This is not a “get-to-know-you” chat — it delivers real clarity and next steps.
Whether you’re feeling overwhelmed by the numbers or just want a fresh perspective, this session helps you stop spinning your wheels and start making smarter moves.
Assessement
Clarity
Confidence
· A quick scan of your business operations
· Clarification of legal and financial structures
· Identification of red flags or hidden opportunities
· Quick insights on how to improve profitability and operations
· Clear next steps to move from chaos to control
· Experience renewed confidence, direction, and a plan to improve your bottom line
Clutter to Cash Flow Checklist
The Clutter to Cash Flow Checklist is designed for real estate investors who are ready to clean up their financial house. We guide you in gathering essential documents—from formation and purchase agreements to bank statements, mortgage info, loan documents, and previous tax filings.
Spot missing documentation
Prepare for strategic tax planning
Create a foundation for growth
The first step toward clarity, control, and confident decision-making in your investing journey.
Cash Flow Confidence System
Build a strong financial foundation with accurate books, powerful insights, and clear direction for growth.
The Cash Flow Confidence System is designed to take the guesswork out of your business finances. With ongoing QuickBooks bookkeeping, custom reports, and expert reviews of your operational efficiency, you’ll finally have the clarity you need to make confident, strategic decisions.
Key Deliverables
Scope Of Work
Expected Outcomes
- Review of Entities: Clarification of entities and entity structure
- Comprehensive Financial Recording: Accurate and timely documentation of all financial transactions
- Monthly Financial Statement Preparation: Detailed income statements, balance sheets, and cash flow reports
- Real-Time Financial Insights: Regular performance analysis with insights for optimization
- Compliance & Risk Management: Ensure adherence to accounting standards and reduce financial risk
- Transaction categorization, reconciliation, and review
- Setup and management of cloud-based accounting tools (e.g., QuickBooks)
- Custom financial dashboards and reporting tools
- Timely financial performance reviews with strategic insights
- Tailored reports aligned with your business model and goals
- Enhanced financial visibility and data-driven decision-making
- Improved cash flow tracking and management
- Strategic guidance for sustainable growth
- Reduced administrative burden, freeing up your time and energy
Real Estate Reality Check
See your numbers clearly, spot the red flags, and take strategic action.
The Real Estate Reality Checklist is a diagnostic tool designed specifically for real estate investors who want to understand what’s really going on in their finances. We take a close look at your financial statements and investment performance to identify operational inefficiencies, hidden risks, and missed opportunities.
- Analyze your financial reports (P&L, balance sheet, cash flow) for patterns and inconsistencies
- Identify red flags that may be impacting profitability, cash flow, or tax exposure
- Assess whether your financial data reflects the true health of your real estate business
- Uncover inefficient or outdated systems draining your time, energy or money.
Then, using our Stop, Start, Do More framework, we deliver practical and personalized recommendations:
- Stop the activities or expenses that are not serving your bottom line
- Start adopting tools, habits, or processes that increase financial control and performance
- Do More of what’s already working to scale up success
You’ll walk away with a clear picture of what’s holding your business back, what needs to change, and where to focus next for sustainable growth and increased cash flow.
Houston B., REal Estate Investor
Mike S., Investor and Founder
Mary H., Real Estate Investor
Linda is outstanding, she is constantly going above and beyond, providing expert, professional service. She offered clear guidance, handled my taxes with precision, and met all deadlines. Her responsiveness and proactive advice on tax strategies were invaluable.
Thanks to Fat Wallet Tax, my rental properties are cash positive and I have the confidence to continue to grow my real estate portfolio and other investments. I rely on their guidance and expertise.
I struggled with my first rental property and decided to sell. Thanks to Linda's support, I was able to keep my property and today I cashflow $917/month on that rental.
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