The Cashflow Doctor

What The Cashflow Doctor does

The Cashflow Doctor is a privately held accounting and tax advisory firm headquartered in Irvine, California, serving SMB owners and fast-growth online entrepreneurs across the United States. Founded in 2017 by Eric Nghiem, the firm operates three core service lines: Strategic Accounting & Bookkeeping Packages (available in Basic and Strategic monthly tiers), Tax Strategy & Preparation (including current and prior-year filings, amendments, and audit support), and Special Tax & Accounting Projects (R&D Tax Credit, FINCEN Beneficial Ownership Information reporting, and Employee Retention Credit work). The firm holds tax preparation licensing in all 50 US states and serves clients in verticals such as e-commerce, SaaS, cryptocurrency, and professional services.

The firm delivers services remotely using standard third-party tools — QuickBooks Online for client accounting, monday.com for project management, and Slack for client communication — with no proprietary technology platform disclosed. The team is led by Eric Nghiem (Founder, IRS Enrolled Agent) and includes an Accounting Controller/CPA, a Tax Manager, a Client Success Manager, three accountants (including a CPA), and an administrative assistant, totaling eight identified professionals.

The Cashflow Doctor's business model combines recurring monthly subscription revenue from accounting packages with project-based professional services revenue from tax and special-project work. Pricing is not publicly disclosed and is set via consultative discovery calls scheduled through Calendly, with consultation costs applied to project fees if clients proceed. Customer acquisition is sales-led, leaning on content marketing, founder-led LinkedIn presence, and a 5%-of-profits charitable commitment as brand differentiators. The firm is bootstrapped, with no external funding, M&A, or institutional investors disclosed.

Name

The Cashflow Doctor

Legal name

The Cashflow Doctor

Website

https://thecashflowdoctor.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

The Cashflow Doctor is an Irvine-based accounting and tax advisory firm serving SMB owners and fast-growth online entrepreneurs across the US. It offers recurring bookkeeping, tax strategy, and specialty tax-credit work via a team of CPAs and an IRS Enrolled Agent.

Ownership category

akta.pro rank

Product category

Accounting & Tax Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Offices of Certified Public Accountants (541211), Other Accounting Services (541219)

SIC

Finance Services (6199)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Accounting services
• Tax preparation
• Bookkeeping services
• Tax strategy consulting
• Small business accounting

Headquarters

HQ city

Irvine

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, Others, Operations

Revenue model

1. Strategic Accounting & Bookkeeping Services: Monthly recurring accounting and bookkeeping services with two package tiers (Basic and Strategic). Services include financial reporting, bank reconciliations, tax calculations, and strategy sessions.
2. Tax Strategy & Preparation: Tax preparation services for current and prior years, tax amendments, tax audits, and tax strategy consultations. Licensed to operate in all 50 states.
3. Special Tax & Accounting Projects: Specialty projects including FINCEN Beneficial Ownership Information reporting, R&D Tax Credit applications, Employee Retention Credit, and other government-sponsored programs.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

The Cashflow Doctor provides outsourced accounting, bookkeeping, and tax preparation services to small and mid-sized businesses and individual taxpayers. Its core offerings are a monthly recurring Strategic Accounting & Bookkeeping Package (with Basic and Strategic service tiers), Tax Strategy & Preparation for current and prior years plus audits, and Special Tax & Accounting Projects such as FINCEN Beneficial Ownership reporting, R&D Tax Credit applications, and Employee Retention Credit work.

Product overview

The Cashflow Doctor is an accounting and tax services firm (not a software product) offering three core service lines: Strategic Accounting & Bookkeeping Package (available in Basic and Strategic tiers), Tax Strategy & Preparation, and Special Tax & Accounting Projects. The Basic and Strategic packages differ in service depth, with Strategic adding dedicated fractional financial controller, forecasting, and dashboard capabilities. All services are delivered by a team of CPAs, enrolled agents, and financial professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Accounting & Bookkeeping Package

Quantifiable outcome

• Reduce tax burden by up to 30% through creative and legal tax strategies

Named customers4 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves3 records

Expansion highlights8 records

Regional players

• Acuity Tax & Accounting: Boutique accounting and tax firm serving entrepreneurs and SMBs with a personal-advisor model — comparable in size and service mix but with more limited geographic reach.

Broad incumbents

• KPMG Spark: Big-Four-affiliated online accounting service for SMBs — competes for the same subscription bookkeeping and tax-prep engagements with the backing of a global brand.
• Moss Adams: Top-20 U.S. CPA firm serving closely held businesses and high-net-worth individuals — overlaps on entrepreneurial tax planning but with broader service lines.
• Andersen Tax: Large multi-discipline tax and advisory firm with strong entrepreneur and crypto-tax practices — overlaps on tax strategy for high-growth founders but operates at a much larger scale.

Direct peers

• Found: Banking, bookkeeping, and tax service built for self-employed and small-business owners — overlapping target persona and SMB tax/bookkeeping product.
• 1-800Accountant: Virtual accounting and tax service for small businesses and entrepreneurs across the U.S., with similar inside-sales-led, multi-state delivery model and tiered advisory offerings.
• Botkeeper: Automated bookkeeping service combining AI/human accountants for SMBs — competes for the same monthly bookkeeping engagement with a stronger technology story.
• Bench: Tech-enabled bookkeeping and accounting service for SMBs in the U.S. and Canada, offering monthly financials and tax filing — directly comparable in target customer and service mix, though more automated.
• Pilot: Bookkeeping, tax, and CFO services focused on startups, SaaS, and e-commerce businesses — overlapping strongly on the SaaS/e-commerce segments The Cashflow Doctor targets.

Emerging players

• Fincent: Tech-enabled bookkeeping, tax, and financial modeling service for startups and SMBs — emerging challenger in the same subscription-accounting category.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xmobile.twitter.com/erocknghiem
• YouTubeyoutube.com/channel/UCp1S6NAPK1H87vnaG9iLPiA
• LinkedInlinkedin.com/in/ericnghiem
• Instagraminstagram.com/thecashflowdoctor
• Facebookfacebook.com/thecashflowdoctor

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 The Cashflow Doctor