Services & Strategies Offered Through Our Legacy Partners

SCFP® Certification/ Accreditation

Nonprofit Membership Organization
The National Association of Cash Flow Advisors is the intersection of Experience and Resources for anyone who needs to understand the power of Cash Flow, how to increase it, and to ‘keep more of what they make.’ NACFA provides what you could refer to as the blueprints for success.”

Services Offered Through Our Legacy Partners

Balance Sheet Analysis

 

Bridge to Success

 

Building Business Value

 

Building Development

 

Building Funding

 

Business Turnaround

 

C.O.R.E.

 

Capital Retention Strategies

 

Captive Insurance Companies

 

COBRA Administration

 

Concierge Transition Planning for Drs.

 

Cost Containment

 

Daily Pay

 

Debt Elimination

 

Debt Restructuring

 

Deferred and/or Delayed Capital Gains

 

Employee Benefits Tela-doc

 

Employee Benefits Unique cost reducing large group alternative

 

Engineered Cost Segregation

 

Expense Management

 

Fractional CFO

 

FSA/HSA Administration

 

Grant Searches

 

HR Support

 

HR Technology

 

Merchant Processing payment Platform

 

PEO

 

People experience platform (PXP)

 

Proactive Tax Planninng

 

Property Management Software

 

QP/IRA Preservation

 

R&D Credit

 

Risk Management

 

Specialty Tax Planning for Drs.

 

Succession Planning

 

Tax Minimization and Avoidance

 

Transportation Processes

 

NACFA is a Veteran owned company and a portion of ALL revenue will be used to further Veterans causes, organizations and projects. For more information visit www.naocfa.org or email GiveBack@naocfa.org

Ron Palmiter USMC
Founder/CEO

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Build the perfect collaboration of desired solutions for YOU and your clients.

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(800) 260-6199

contactus@naocfa.org