C.A.S.H. OPTIMIZATION SYSTEM

A Unique System Designed
To Unlock Your Strategic Growth

A complete financial transformation solution designed and tailored specifically
for businesses making $1M–$10M in revenue

AN INNOVATIVE APPROACH TO FINANCES

Transforming Your Financial Trajectory
With Our Proprietary Methodology

At Cutler & Co., we don’t just do bookkeeping and tax filing - we revolutionize how businesses from
$1M to $10M in revenue manage their finances and plan for growth.

Our proprietary C.A.S.H. Optimization System™ is a game-changing framework
built to optimize your tax strategy, automate your financial operations, and deliver CFO-level insights -
all tailored specifically for high-growth businesses.

WHAT IS IT

A Unique Approach To Optimized Finances

C.A.S.H. Optimization System™ is a cohesive system that integrates advanced tax strategies, automation, and high-level advisory into a single,

proven process that drives real, measurable results for your business.

MINIMIZED
TAX LIABILITIES

OPTIMIZED
CASH FLOW

STREAMLINED BOOKKEEPING

ACTIONABLE ANALYTICS

WHO WE WORK WITH

Industry Expertise For Growing Businesses

At Cutler & Co., we understand that each industry has unique financial challenges.

That's why we specialize in working with businesses across multiple sectors, including real estate, construction,
tech, and professional services.

Our deep knowledge of these industries allows us to provide personalized financial strategies that drive long-term success.

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Configure - Entity & Tax Structure Optimization

We start by ensuring your business entity and tax setup align perfectly with your revenue goals and growth plans.

This includes entity structure reviews, structuring owner compensation, tax classification optimization, and asset protection planning - aimed at maximizing tax savings and reducing your self-employment tax burden.

Typical Results:

* $12,000–$18,000 average annual tax savings

* 30%+ reduction in self-employment taxes

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Automate - Streamlined Bookkeeping & Financial Controls

Next, we implement cloud-based bookkeeping automation and real-time financial controls.

This phase eliminates manual errors, ensures compliance, and provides you with clear, up-to-date financial data - ready for strategic decision-making.

Typical Results:

* 40% reduction in bookkeeping errors

* 10–15% increase in profit margins

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Strategize - High-Impact Tax & Cash Flow Planning

With clean data, we develop custom tax and cash flow strategies.

This phase includes quarterly tax planning, cash flow forecasting, asset depreciation optimization, and income/expense timing strategies to maximize your financial efficiency.

Typical Results:

* 20–30% reduction in tax liabilities

* 15–20% increase in cash flow stability

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Harness - Virtual CFO-Level Advisory for Scalable Growth

Finally, we provide ongoing CFO-level advisory including financial projections, profit margin analysis, exit planning, and monthly strategic reviews.

This ensures your business is always positioned for sustainable growth and maximum enterprise value.

Typical Results:

* 15–25% increase in enterprise value

* Faster, more profitable business exits

WHY C.A.S.H. OPTIMIZATION SYSTEM WORKS

A Bullet Proof System Tested Through Times

At Cutler & Co., we believe that traditional accounting methods aren’t enough to drive true business growth.

That’s why we developed our proprietary C.A.S.H. Optimization System™ - a comprehensive approach to bookkeeping and financial
management that ensures accuracy, efficiency, and strategic insights.

With C.A.S.H., we don’t just track numbers; we use them to help you make smarter, more informed decisions.

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Proactive, Year-Round Strategy

We don’t wait until tax season; we optimize your finances every day.

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CFO-Level Insights Without The Cost

Access expert financial modeling, cash flow management, and growth strategy without hiring a full-time CFO.

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Built to Scale

Designed specifically for businesses aiming to grow from $1M to $10M+ in revenue.

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Results-Driven

We deliver measurable improvements in tax savings, cash flow, and business valuation.

FAQ

Frequently Asked Questions

What makes the C.A.S.H. System™ different from standard accounting services?

Most accounting firms focus on compliance - filing taxes and reconciling books.

The C.A.S.H. System™ goes far beyond, integrating tax strategy, automation, and CFO-level advisory into one proactive, results-driven financial framework.

Is the C.A.S.H. System™ right for my business size or industry?

The system is specifically designed for growth-focused businesses doing between $1M and $10M in annual revenue, especially in industries like construction, real estate, tech, and professional services.

How quickly can I expect to see results?

A bookkeeper handles day-to-day financial transactions and record-keeping, while an accountant reviews the financial statements. Both work closely together for optimal financial management.

Do I have to go through all four phases?

While each phase adds value individually, the system is most effective when implemented as a full cycle.

Fourth Phase, for example, is only for businesses that are looking to prepare for a potential exit or IPO.

We do, however, tailor the rollout to meet your business’s current needs and growth goals.

How is the C.A.S.H. System™ priced compared to traditional accounting?

While traditional services may seem lower cost, they often lack strategic impact.

Our pricing tiers are structured to deliver high ROI through savings, automation, and business advisory - starting at $750/month.

Let Us Help You Simplify Your Finances

Whether you need help streamlining your bookkeeping, planning your taxes, or getting strategic financial guidance from a fractional CFO, our team at Cutler & Co. is here to help.

We serve businesses across Denver, CO and beyond - with expertise, accuracy, and insight that drives results.

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