KashFlow Advisors

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Introduction

Welcome! KashFlow Adivsors is a regional CFO advisor and accounting firm based in Sacramento, CA. We serve clients throughout the San Francisco Bay Area, San Jose, Fresno, Sacramento, and Los Angeles. We also serve clients in Utah, and Nevada. We go to our clients whatever they may be because we understand their time is valuable. We have in-house accountants and CPA's within our firm that can help your business with month to month accounting/bookkeeping, business tax planning, business tax preparation, help with cashflow issues, helping your business obtain business loans/capital, business restructuring, incorporations, and CFO advice to help you grow and expand your business. We are experienced accountants and former senior bankers. Our strength include tax planning, CFO experience and advice, 20 years plus owning and managing businesses, and we understand lending and cashflow requirements for growth and expansion. We are entrepreneurs ourselves. We hope you give us an opportunity to meet with you and see how we can help your business reduce its tax liabilities and help you grow. Please give us a call and set up an appointment. We understand this business is about trust, integrity, responsibility, and getting things done ON TIME. We look forward to hearing from you.

Overview

Hired 1 time

Background checked

6 employees

11 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, PayPal, and Venmo.

Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

Exceptional 5.0

6 reviews

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Read reviews that mention:

Scott C.

Jan 7, 2020

We hired Reyna & CO to be our accountant three years ago here in the Bay Area and it’s been one of the best decisions our business has made. Joe has been a great business advisor and our accounting and financial statements are always current and we are happy with our tax results.

David K.

Mar 11, 2017

Jose does not provide simple accounting services, he becomes your CFO. Absolutely amazing on how much he knows, and how familiar he is with all ins and outs of banking world. If you need simple accounting services, yea he can take care of you. Just like 100 other CPAs. But if you are serious about growing your business, creating banking relationships and opening doors that were previously bolted shut for you, he is your man. His goal is not get you the biggest refund and send you on your way until the next tax season. Instead he will plan with you your 1 year and your 3 year plan, and from a financial side, actually make that happen. And hey, if you are really interested about that tax refund, or (not) paying taxes in general, you want to give him a call. And I'll tell you why: You know how companies like Apple make 100 billion a year but pay 300 dollars in taxes? They have guys like Jose working for them. Enough said. If you want to pay taxes like Apple, dial his number.

Earl F.

Mar 13, 2017

Lacey K.

Jan 20, 2017

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Hired on Thumbtack

Excellent service! As a prospective new business owner I had a lot of reservations and worries about buying a small business. Joe gave me peace of mind, and set me up for success moving forward. I am so happy with the level of service I received. You can really tell that he cares about people and wants to help in any way he can. Thanks Joe!

Accounting

John R.

Jan 16, 2017

Joe is simply the best. A professional. John Raymond CEO, Manufacturing Co Bay Area, CA

Credentials

Background Check

Joe Reyna

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We do not charge per hour. We have monthly fees based on the size of your business. Feel free to contact us to inquire about our pricing structure.
What is your typical process for working with a new customer?
We meet with our customers regularly at least quarterly and our onboarding processing is very easy and practical.
What education and/or training do you have that relates to your work?
I am a Quickbooks PA, and with over 20 years experience owning and managing businesses and company financials and doing tax analysis and planning. We have undergraduate degrees at the U of U, and graduate work at University of Washington Pacific Coast Banking School.

KashFlow Advisors

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