Overflow Capital
Proactive Bookkeeping & Tax Strategy for
6-7 Figure Business Owners
About
Us
cash flow visibility
bookkeeping for business owners
tax strategy for entrepreneurs
reduce tax bill
Quickbooks clean up
financial clarity
small business tax planning
What Sets Us Apart
At Overflow Capital, we don’t just focus on historical transactions or compliance like most accountants and CPA's. We build financial clarity into your business so you can make smarter decisions, keep more of what you earn, and reduce unnecessary tax exposure, all without drowning in spreadsheets or second-guessing your numbers.
We specialize in helping six-figure business owners align their day to day finances with their long-term goals through proactive bookkeeping and advanced tax strategy. Whether you’re a creative entrepreneur, agency owner, or service-based founder, our mission is simple: Help You "Protect What Matters."
We combine the consistency of monthly financial reporting with real life strategy, not just compliance. When the time is right, we guide our clients into more advanced solutions like entity structuring, executive benefits, employee benefits, and insurance-backed tax plays.
Overflow Capital was built for business owners who are ready to run leaner, smarter, and more profitably, who wants to align their daily business with their ultimate wealth goals, all with a real team behind them every step of the way.
One Service For All
We make sure all of your books are reconciled each and every month with back dating up to the previous tax year. Monthly Reports are sent all clients.
Executive Bookkeeping
Upon working with us, we will complete a thorough company analysis compared to the industry standard to show areas of opportunity.
Initial Audit
Unlike traditional Accountants and CPA's who focus on historical transactions and compliance, we focus on implementing growth and protection strategies that reduces taxes, and secures your life after the business.
Advanced Tax Strategy
You have Payroll? No Problem. Need to offer employee benefits, We got you. As a financial firm, we take a holistic approach to managing all of your financial responsibilities so that you can focus on your business.
We Scale as You Scale
Take Our Bulletproof Business Blueprint Quiz
Think your business is financially bulletproof? Take our 2-minute Bulletproof Business Blueprint™ Quiz to uncover hidden profit leaks, tax-saving opportunities, and how your back office stacks up against top-performing entrepreneurs.
Schedule Your FREE 30 Minute Finance Audit Today