Request Your Free 30-Minute Financial Assessment
Fill out the consultation form below or email us directly at hello@cashflowcalm.com. A senior controller will review your operations and respond within 4 business hours to arrange your strategy session.
Prefer to Email Directly?
Our client team is available every business day.
Skip the form and email our controller team directly. Share your company details, current general ledger software, and any pressing accounting challenges.
What Happens in Your Free Assessment?
- Senior CPA Diagnostic: A 1-on-1 assessment with an experienced financial specialist to inspect ledger health and reconciliation gaps.
- 13-Week Cash Runway Review: Assessment of your burn rate, cash buffers, and weekly forecast modeling needs.
- Transparent Pricing & Plan: Clear monthly recommendation with zero annual contracts, zero setup fees, and 3-layer CPA verification.
Our 3-Step Consultation Workflow
How we move from your initial form submission or email to full financial visibility.
Rapid Initial Review
Within 4 business hours of submitting your form or sending an email, an assigned senior CPA reviews your submission and replies with available session times.
30-Min Diagnostic Call
We walk through your current QuickBooks or Xero books, examine payment gateway syncs (Stripe/Shopify), and identify high-leverage tax and runway improvements.
Tailored Action Plan
You receive a transparent month-to-month service proposal. If you choose to proceed, our automated onboarding migrates your data within 3–5 business days.
Trading Swift LLC Operating Disclosure: CashFlowCalm is operated by Trading Swift LLC, a Wyoming LLC. Services are provided by qualified accounting professionals, CPAs, and registered tax agents across our 7 supported jurisdictions.