Reduce Costs, Increase Profits
Welcome to Cash Flow Optimizers
At Cash Flow Optimizers, our mission is to reduce taxes and expenses including interest on debt for our clients which increases their cash flow and profitability. We provide tax reduction strategies to accomplish the goals of our business owners, professionals, and farmers as well as individuals and families.
Bob helps accountants and business owners by educating them on the basics of advanced planning, leading them through a process to identify planning opportunities, and providing them with a team of the country’s top specialists to help along the way. Ultimately, this allows the best solutions to get done in the most efficient and risk-free system available.
Bob serves high-income and business owners in the following areas of expertise:
- Annuities and Life Insurance
- Business Continuation Planning
- Business Succession Planning
- Comprehensive Financial Planning
- Estate Planning
- Investment Portfolio Analysis
- Tax Planning
- Tax-Sensitive Investment Analysis
- Qualified Planning
My mission is to help business owners, professionals and farmers reduce taxes, recover expenses and create additional revenue. This enhances their cash flow and profitability while improving the lives and productivity of their employees.
Tax Professionals
There’s Been A Dramatic Shift
As the AICPA put it, CPAs are now expected to be their clients’ “most trusted business advisors,” and as CPA Horizons 2025 pointed out, a CPA is no longer defined by “traditional services such as tax preparation, audits, and financial statements.”
72% of Business Owners Left Their CPA Because They Only Received “Reactive Services”
In this shifting landscape, firms that will thrive in the future will learn how to use this trend to their advantage, rather than struggle against it.
The CPA Team Based Model is designed to help accountants:
- Reduce the risk of losing clients by being more proactive
- Provide more value and increase client satisfaction
- Reduce the risks that come from referring clients to third parties
- Increase organic growth by giving clients a story worth sharing with family and friends
- Expand the “brain-trust” by working with some of the country’s best specialists
Business Owners, Professionals and Farmers
Are you a successful business owner and totally frustrated by the amount of taxes you pay every year?
The truth is, the world is full of accountants who do little more than record history, putting the “right” numbers in the “right” boxes on the “right” forms by the “right” deadlines to keep you out of trouble. But then they call it a day.
Are you confident you’re taking advantage of every tax break you deserve?
Tax preparation and doing the company’s financials (compliance work) is not a substitute for tax planning.
Want to see what real tax planning can do for your situation?
“I love what you guys are doing. Keep up the great work!”
“You’ve hit the nail on the head! This is a great opportunity for CPAs, and I look forward to working with you.”
Cash Flow Optimizers Services
From the simplest of account roll-overs to the most complex tax mitigation and business planning scenarios, Cash Flow Optimizers can help.
Technical Specialists:
- Advanced Income Tax Mitigation
- Asset Protection
- Succession Planning
- Qualified Retirement Plans
- Nonqualified Retirement Plans
- Financial Planning
- Captive Insurance Companies
- Cost Segregation
- Business Exit Planning
- Cost Remediation
Business Building Thought Leaders:
- Value Based Billing and Price Packaging
- Proactive Planning
- Digital Marketing and Virtual Offices
- Maximize Joint Venture Partnerships
Contact Cash Flow Optimizers
North Mankato, MN 56003
PH: 507.380.6100
Email: bob@rothenbuehlerfinancial.com