Free Cash Flow Agency

What Free Cash Flow Agency does

Free Cash Flow Agency (legal entity Free Cash Flow LLC) is a licensed California CPA firm founded in 2021 and headquartered in Monterey Park in the Los Angeles area. The firm specializes exclusively in tax, bookkeeping, sales tax compliance, and outsourced CFO services for online businesses, with a stated target market of ecommerce, Amazon FBA, SaaS, content creator, agency, and startup clients generating more than $250,000 in annual revenue. It holds two California Board of Accountancy CPA licenses (#CPA031269 and #CPA121400), reports 51-100 employees, and is led by CEO Alan Chen (CPA; Ernst & Young and Riot Games background) and COO Stanford Dai (CPA; Walt Disney, Paramount Pictures, Warner Bros, Riot Games background).

Its service stack is built primarily on QuickBooks for cloud-based bookkeeping, Slack for client communication, and WooCommerce plus Stripe for its merchandise storefront. Core deliverables include 'Algorithm Tax Planning' (a proprietary methodology claiming 15-25% additional deduction recovery and 20-25% tax savings), 50-state sales tax registration and filing, historical accounting cleanup covering 12 months, monthly strategic CFO calls, and bundled international seller services (US LLC formation at $899, EIN application, and US bank account setup at $499 via a Mercury partnership).

Revenue is generated predominantly through recurring monthly subscriptions (Startup Bookkeeping Package at $1,000/month or $10,000/year; International Sellers Package at $799/month; sales tax filing at $49-$69/month), supplemented by one-time formation fees, an educational product (a 30-hour 'Tax-Free Ecom' course), and a small branded merchandise line. Distribution runs through a free 30-minute consultation sales motion, a content-led marketing engine (blog, podcast, free eBooks, Facebook community, course), an affiliate program ('Refer & Get Paid'), and an extensive partner ecosystem anchored by Chronos Agency, Mercury, and Ad World Conference. The firm is bootstrapped, founder-owned, and claims a 98% customer retention rate with $6.2M in cumulative client tax savings across the book of business.

Name

Free Cash Flow Agency

Legal name

Free Cash Flow LLC

Website

https://freecashflow.io

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

51–100 employees

Short description

Free Cash Flow Agency is a licensed California CPA firm founded in 2021 that delivers tax planning, cloud-based bookkeeping, 50-state sales tax compliance, and outsourced CFO services exclusively to online businesses, ecommerce sellers, and SaaS companies.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211)

SIC

Finance Services (6199)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Ecommerce accounting services
• Online business tax planning
• Sales tax compliance
• Cloud bookkeeping services
• Outsourced cfo advisory

Headquarters

HQ city

Monterey Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Recurring Professional Services: Fixed monthly/annual subscription pricing for comprehensive bookkeeping, tax planning, and compliance services. No hourly billing - unlimited support model with comprehensive fixed pricing.
2. LLC Formation & Setup Services: One-time fees for US company formation services including LLC setup ($899), EIN application, US address setup, and bank account setup ($499).
3. Startup Bookkeeping Package: Monthly subscription at $1000/month or $10,000/year for startups with $0 gross annual revenue, including sales tax registration, filing, and dedicated Slack support.
4. International Sellers Monthly Service: $799/month comprehensive bookkeeping and tax compliance package for international ecommerce sellers, including annual bookkeeping, tax filing, and international taxation strategies.
5. Sales Tax Services: Per-state sales tax registration at $99 one-time per state. Monthly filing at $49/month or $500/year. Combo packages starting at $69/month or $690/year.
6. Merchandise Sales: Branded clothing merchandise including t-shirts ($25.38-$43.28) and hooded sweatshirts ($37.98-$57.08) sold through own e-commerce storefront.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

Free Cash Flow Agency is a licensed CPA firm providing tax planning, bookkeeping, sales tax registration/filing, and outsourced CFO services exclusively to online businesses including ecommerce brands (Shopify, Amazon FBA), SaaS companies, agencies, and content creators. The firm bundles these into fixed-price subscription packages with unlimited support, quarterly strategy calls, and 12 months of historical cleanup.

Product overview

Free Cash Flow Agency is a licensed CPA firm offering a comprehensive suite of financial services exclusively for online businesses, operating as a service-based consultancy rather than a software product. The core portfolio centers on tax planning and filing services (Algorithm Tax Planning), sales tax registration and filing across all 50 U.S. states, cloud-based bookkeeping, and outsourced CFO/cash flow analysis. These are complemented by specialized packages for startups (Startup Bookkeeping Package) and international eCommerce sellers (International eCommerce Package encompassing US LLC incorporation, EIN setup, and US bank account opening), plus a 30-hour Tax-Free Ecom educational course and a free Tax-Free Ecom eBook. The agency also sells FCF-branded merchandise and runs a Refer & Get Paid affiliate program. A sister agency, SamsCashFlow.com, serves offline brick-and-mortar businesses. All services are backed by a 100% money-back guarantee and delivered by a team with 20+ years of combined experience at billion-dollar brands.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Filing Services Algorithm-driven tax planning and tax filing services for online business owners that recover 15-25% more deductions and credits on average and deliver 20-25% tax savings, sometimes up to 60%.
• Sales Tax Registration & Filing Package State-by-state sales tax permit registration and ongoing monthly/quarterly filing across all 50 U.S. states, with compliance monitoring, economic nexus alerts, and product taxability recommendations for ecommerce sellers.
• Startup Bookkeeping Package Monthly or annual bookkeeping and sales tax compliance package tailored for startup companies, including 12 months of historical cleanup, investor-ready financial reporting, sales tax registration and filing across all 50 states, and dedicated Slack support.
• International eCommerce Sellers Package US LLC incorporation, EIN setup, US address services, US bank account setup, and monthly bookkeeping and tax filing for ecommerce sellers living outside the USA, including international taxation strategies and IRS compliance for foreign-owned LLCs.
• Cloud-Based Bookkeeping Full-service cloud-based bookkeeping including cash reconciliations, vendor setup, chart of accounts management, inventory valuation, and depreciation reports with 15-20 hours of data migration included.
• Cash Flow Analysis & Revenue Expansion (Outsourced CFO) Quarterly CFO-level strategy calls and financial planning covering brand collaborations, M&A opportunities, real estate options, capital needs, and operational improvements for online business owners.
• Historical Accounting Cleanup 12 months of historical bookkeeping cleanup and 15-20 hours of data migration included in the all-inclusive package to ensure compliance and capture missed tax-saving opportunities.
• US LLC Incorporation & EIN Setup Service One-time service for formation of US LLC, EIN application, and US business address setup for international ecommerce sellers, with an estimated 4-8 week processing time.
• US Bank Account Setup Service One-time service for opening a US bank account through partnership with Mercury, providing streamlined documentation, enhanced transaction efficiency, and currency conversion savings.
• Tax-Free Ecom Course A 30-hour online course teaching ecommerce entrepreneurs how to properly structure their businesses and maximize after-tax profit, bundled with select service packages.

Quantifiable outcome

• 15-25% more tax deductions and credits recovered from previous year tax returns on average
• +4 more outcomes

Named customers3 records

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Chronos AgencycoreGTM or Marketing PartnerLeading email marketing agency serving top 7 and 8 figure ecommerce brands with average 30x ROI on campaigns. Offering $1,000 OFF services to FCF clients who mention FreeCashFlow.io in application.
• ReConvertminorGTM or Marketing PartnerHighest-rated post-purchase upsell app in Shopify ecosystem. Helps increase AOV and LTV through upsell mechanics.
• YenCommerceminorGTM or Marketing PartnerDropshipping coaching and ecommerce marketing incubator run by Brandon Nguyen with $12M in ecommerce experience mentoring hundreds globally.
• The UncomplicateminorGTM or Marketing PartnerWomen-led ecommerce coaching program by Lisa Liang, 2x multi-million dollar exit entrepreneur. Focuses on organic marketing and CRO. Mentored by Naomi Simson (Shark Tank).
• Budai MediaminorGTM or Marketing PartnerRetention marketing agency with 30+ employees and 30+ clients based in Hungary. Services include CRO, email and SMS marketing.
• YNC AcademyminorGTM or Marketing PartnerEcommerce dropshipping coaching by Yik Chan based in Hong Kong, one of Asia's leading ecommerce gurus. Hundreds of customers across Hong Kong, Singapore, Malaysia, Taiwan.
• Ad World ConferencecoreGTM or Marketing PartnerOfficial partner of one of the biggest ecommerce and digital advertising conferences globally. Features speakers including Seth Godin, Neil Patel, Craig Clemens. Booth presence at event.
• AmazingFBAminorGTM or Marketing PartnerAmazon FBA podcast and education by Michael Veazey. Helps sellers double profit and prepare for 7-figure exit.
• Build Grow ScaleminorGTM or Marketing PartnerPerformance optimization company for established ecommerce brands. Specializes in data-driven systems from thousands of split tests and billions in transaction data.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Bench Accounting: Tech-enabled bookkeeping and tax service for small businesses and ecommerce sellers. Directly competes with FCF on subscription-based bookkeeping and tax planning at the SMB/ecommerce tier.
• Pilot.com: Outsourced bookkeeping, CFO services, and tax for startups and ecommerce brands. Closest direct competitor given shared subscription model, ecommerce/startup focus, and CFO-level advisory offering.
• Xendoo: Cloud-based bookkeeping and accounting subscription service for online businesses and entrepreneurs. Competes on monthly fixed pricing and tech-enabled bookkeeping workflow.
• Kruze Consulting: CPA firm specializing in startup bookkeeping, tax, and CFO services. Closely comparable given venture-backed startup focus and outsourced CFO offering, although FCF skews more ecommerce.
• Greenback Tax Services: Tax services firm specializing in ecommerce, Amazon FBA, and international sellers. Directly comparable to FCF's international sellers and Amazon FBA-focused offerings.

Broad incumbents

• 1-800Accountant: Large national virtual CPA firm offering bookkeeping, tax, and advisory for SMBs. Overlaps broadly with FCF's services but serves a wider, less vertically specialized customer base.
• Anders CPAs + Advisors: Full-service CPA and advisory firm serving businesses and individuals. A broader incumbent that overlaps with FCF on tax planning and bookkeeping but without the ecommerce-only specialization.
• KPMG Spark: Big 4-affiliated virtual bookkeeping and tax service for SMBs and startups. A broader incumbent that competes with FCF on subscription bookkeeping for online businesses, with deeper institutional backing.

Emerging players

• Botkeeper: AI-driven bookkeeping platform combining automation with human accountants. Represents an emerging threat to traditional CPA subscription models by using software to lower delivery cost.
• BooksTime: Outsourced bookkeeping provider for SMBs and ecommerce sellers. Competes on subscription bookkeeping and partial overlap with FCF's target market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookweb.facebook.com/groups/taxfreesecrets

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Free Cash Flow Agency