Insights

Financial Growth Focus Revenue in the $1M-$10M range and a lean 11-50 employee base indicate CASHFLOW TACTICS is a mid-market advisory/education business poised for scalable client acquisitions and expansion through premium coaching packages and high-value group programs.

Education as Gate The company emphasizes educating, coaching, and executing a personalized game plan via a Cashflow App, signaling opportunities to upsell digital coaching subscriptions, app-based financial literacy modules, and performance tracking tools for clients.

Tech Stack Fit Utilizes calendar, e-commerce, and communication platforms (Calendly, Shopify, LiveChat, Google Workspace, WP Engine, Vimeo) suggesting a receptiveness to integrated sales funnels, automated scheduling, and scalable client onboarding for a broader reach.

Expansion Potential Similar companies in the space show larger scale but comparable revenue, implying CASHFLOW TACTICS can pursue channel partnerships, franchised coaching networks, or licensed curricula to accelerate growth and market penetration.

Market Position Positioned in financial services with a clear personal-finance empowerment storyline, presenting opportunities to target SMB owners, aspiring entrepreneurs, and individuals seeking structured financial freedom programs via strategic outreach and case-study storytelling.

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CASHFLOW TACTICS Tech Stack

CASHFLOW TACTICS uses 8 technology products and services including Calendly, Shopify, Google Workspace, and more. Explore CASHFLOW TACTICS's tech stack below.

CASHFLOW TACTICS's Email Address Formats

CASHFLOW TACTICS uses at least 2 email formats:
CASHFLOW TACTICS Email FormatsExamplePercentage
First@cashflowtactics.comJohn@cashflowtactics.com
75%
Middle@cashflowtactics.comMichael@cashflowtactics.com
25%

Frequently Asked Questions

What is CASHFLOW TACTICS's official website and social media links?

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CASHFLOW TACTICS's official website is cashflowtactics.com and has social profiles on LinkedIn.

How much revenue does CASHFLOW TACTICS generate?

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As of July 2026, CASHFLOW TACTICS's annual revenue is estimated to be $1M - $10M.

What is CASHFLOW TACTICS's NAICS code?

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CASHFLOW TACTICS's NAICS code is 52 - Finance and Insurance.

How many employees does CASHFLOW TACTICS have currently?

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As of July 2026, CASHFLOW TACTICS has approximately 11 employees across 2 continents, including North America and Europe. Key team members include Marketing Specialist: L. P. Explore CASHFLOW TACTICS's employee directory with LeadIQ.

What industry does CASHFLOW TACTICS belong to?

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CASHFLOW TACTICS operates in the Financial Services industry.

What technology does CASHFLOW TACTICS use?

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CASHFLOW TACTICS's tech stack includes Calendly, Shopify, Google Workspace, LiveChat, HighLevel, WP Engine, Vimeo and Piwik PRO Core.

What is CASHFLOW TACTICS's email format?

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CASHFLOW TACTICS's email format typically follows the pattern of First@cashflowtactics.com. Find more CASHFLOW TACTICS email formats with LeadIQ.

When was CASHFLOW TACTICS founded?

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CASHFLOW TACTICS was founded in 2016.
CASHFLOW TACTICS logo

CASHFLOW TACTICS

Financial ServicesUtah, United States11-50 Employees

CASHFLOW TACTICS operates in the financial services sector, offering a program that blends education, coaching, and the implementation of personalized financial plans. These plans are delivered through a dedicated app, providing a digital, integrated path toward financial independence. 

The company targets individuals seeking structured guidance to improve their financial situation and achieve greater freedom. Based in Salt Lake City, Utah, it maintains a small to mid-sized team focused on guiding clients through education and personalized coaching. Positioned within the financial services sector, it emphasizes combining learning with practical plan execution to support long-term financial outcomes.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    CASHFLOW TACTICS's revenue is estimated to be in the range of $1M - $10M

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