Tax Prep • Bookkeeping • Financial Clarity •
Tax Prep • Bookkeeping • Financial Clarity •
Bookkeeping & Tax Prep
So You Can Focus on Growing Your Business
Stress-Free Bookkeeping and Tax Preparation For Individuals and Small Businesses
Focus on Your Business—Let Us Handle the Books
With simple monthly bookkeeping and cash flow tracking, you keep every legit deduction, know your real profits, and grow smarter, not messier.”
Want to stop guessing and start growing?
Let’s grow your business!
Book Your 20-Min Consultation
Services
Monthly Bookkeeping
Basic
Modern, dependable bookkeeping crafted for busy business owners.
We take care of your finances in QuickBooks Online with accuracy and attention to detail:
Service Based Industry
✔ Up to 2 Banks or credit cards combined
✔ Transaction categorization
✔ Approximately 150 transactions per month
✔ Reconciliation of bank accounts
✔ Generate monthly financial reports
Stay focused on growing your business — we’ll take care of the numbers.
*Sole-proprietor and Single Member LLC
$350 monthly
Complete Monthly Bookkeeping
Growth
Streamlined, modern bookkeeping tailored for ambitious business owners ready to grow:
Service Based Industry
✔ Everything included in the Basic Package
✔ Up to 4 Banks or credit cards combined
✔ Approximately 350 transactions per month
✔ Detailed income and expense tracking
✔ Cash Flow monitoring
✔ 1099 Vendor Tracking
✔ Quarterly meetings
✔ Responsive email support
✔ Client portal
Stay focused on growing your business — we’ll take care of the numbers.
$850 monthly
Premium Advisory Service
CFO Advisor
Advanced, modern advisory designed for driven business owners who want deeper insights and growth.
The precision and clarity you need to make informed decisions:
$1 million to 5 million annual revenue
✔ In-depth financial statements analysis
✔ Cash flow analysis
✔ Cash Flow forecasting to plan ahead
✔ Profitability reviews and insights
✔ Enhanced management reports
✔ Quarterly strategy sessions
Stay ahead with confidence — we’ll keep your finances organized and your numbers working for you.
Starting at $1,750 monthly
Bookkeeping Catch-Up & QuickBooks File Clean-Up
Fallen behind on your bookkeeping? Struggling with tangled, DIY books?
We’re here to bring your QuickBooks Online back to order — fast, accurate, and judgment-free.
We specialize in restoring clarity and accuracy, so you can move forward with confidence.
Clean books mean a fresh start — and better decisions for your business growth.
Starting at $1500+
Quarterly Bookkeeping for Freelancers
Basic
✔ One revenue stream
✔ Transaction categorization
✔ Reconciliation of bank accounts
✔ Generate basic monthly reports
✔ Up to 200 quarterly transactions
Starting at $200/ mo
Not ready to invest in your books and want to do it yourself?
"Made for the DIY business owner—just right if you're starting out and only have a handful of transactions to track."
Schedule a consultation
Streamline your financial management by booking an appointment with our expert bookkeeping team today. Experience precise, efficient, and personalized solutions tailored to your business needs.
$500 OFF
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$500 OFF ⋆
Big Savings Await!
Get rewarded for planning ahead!
Sign up between 02/1 and 04/30, and we’ll cover your $500 onboarding fee — on us.
Think of it as a cheerful bonus for getting ahead of the game.
👉 Schedule your Initial Call today and take the first step toward stress-free bookkeeping.
Offer applies to onboarding services only (up to $500 value).
Discount does not apply to retroactive or monthly bookkeeping fees.
PAY AHEAD & SAVE:
Lock in support, save more, and simplify your billing!
Bundle 3 months – save 6%
Bundle 6 months – save 10%
Bundle 12 months – save 15%
About our company
Who we are
Cash Flow Financial LLC aims to empower small businesses by providing accurate, reliable, stress-free bookkeeping services. We are committed to helping our clients gain financial clarity, make informed decisions, and grow with confidence—one transaction at a time.
Founded in 2024 by Mario Terrazas, with over 10 years of professional experience in the financial industry and degrees in finance and business management from Liberty University, I understand both the risk management and growth-fueling aspects of business finance. At Cash Flow Financial, our mission is to take the stress out of bookkeeping so business owners can focus on what they do best—running and growing their business.
We specialize in supporting small businesses and entrepreneurs who need professional, reliable bookkeeping and financial guidance without the burden of a full-time accounting department.
Whether you’re just getting started or ready to scale, we’ll help you create a financial system that works for you—not the other way around.
Frequently Asked Questions
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We provide monthly bookkeeping, bank and credit card reconciliation, accounts payable and receivable management, financial reporting, payroll processing, QuickBooks setup and training, and year-end tax preparation for individuals and small businesses in Marietta, GA and surrounding areas.
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Simply book a free consultation through our website or call us at (678) 229-6151. During the call, we will discuss your business needs, current financial situation, and recommend the best service package for you. Once you are ready, we handle onboarding and get your books in order quickly.
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Not at all! Many of our clients come to us with months or even years of backlogged bookkeeping. We specialize in catch-up bookkeeping and will get your financials organized and current so you can move forward with confidence.
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We are QuickBooks Certified ProAdvisors and primarily use QuickBooks Online for our clients. If you are currently using a different platform, we can help you migrate your data or work within your existing system depending on your needs.
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Our pricing depends on the size and complexity of your business. We offer transparent, flat-rate monthly packages so you always know what to expect. Visit our Pricing page or book a free consultation to get a custom quote tailored to your needs. We also offer bundle discounts when you pay ahead for 3, 6, or 12 months.
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Yes! We offer individual and small business tax preparation services. When you use our bookkeeping services year-round, tax season becomes seamless because your financials are already organized and ready to file. We ensure you take advantage of every deduction you are entitled to.
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While we are based in Marietta, GA, we work with clients throughout the metro Atlanta area and across the United States. All of our services can be delivered remotely, so location is never a barrier to getting the financial support your business needs.
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We provide monthly financial reports including profit and loss statements, balance sheets, and cash flow summaries. You will always have a clear picture of where your business stands financially, and we are available to review the reports with you anytime.
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Absolutely. We use industry-standard security measures including encrypted cloud-based accounting platforms, secure file sharing, and strict confidentiality practices. Your financial data is protected at every step of the process.
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That is perfectly fine! We offer standalone tax preparation services for individuals and businesses. However, clients who use our year-round bookkeeping services enjoy a smoother tax filing experience and often save more because their records are already organized and optimized.
