Capital Advisory
Deal Architecture & Capital Preparation
Institutional-Grade Pitch Decks & Financial Models.
Founders fail because their narrative doesn't match their numbers. We fix that. Our team of Investment Banking Analysts builds the Financial Model, Valuation, and Pitch Deck you need to close your Series A/B round.
Financial Modeling Core
Fixed · 7 Days Turnaround
Best for: Founders who have a deck but need institutional numbers.
- 3-Statement Financial Model (Excel)
- 5-Year Dynamic Forecast
- Unit Economics & KPI Dashboard
- Valuation Analysis (DCF/Comps)
The Series A Stack
Fixed · 14 Days Turnaround
Best for: Founders raising Seed/Series A who need the full narrative.
- Everything in Financial Modeling
- 15-Slide Institutional Pitch Deck
- Async Narrative Intake + Review
- Investor Teaser One-Pager
Due Diligence & Deal Room
Custom Scope
Best for: Founders with a Term Sheet entering the audit phase.
- Virtual Data Room (VDR) Structure
- Historical Financial cleanup (Reconciliation)
- Cap Table Management
- Async Q&A Support
What We Do
Billions in tax credits go unclaimed every year
Unclaimed Government Credits
BILLIONS
left on the table every year
Government-run programs designed to help business owners often go unused. That's money your business could be claiming.
Most Owners Don't Know
Most business owners don't even realize these programs exist—or they assume they don't qualify. Without expert guidance, credits slip through the cracks.
We Get You What You're Owed
Our goal is simple: help business owners recover the credits they're legally entitled to. If you have employees, you may qualify.
See If You QualifyTax & Finance
CPA-Level Tax, Payroll & Accounting
Async delivery. No meetings required.
Your back-office shouldn't be a liability. We provide full-stack accounting, from daily bookkeeping cleanup to payroll management and tax filings.
Tax Compliance
Best for: Businesses needing year-end filings (1120S, 1065) and clean books.
- Federal & State Corporate Tax Return
- Year-End Bookkeeping Review & Adjustments
- K-1 Distribution to Partners
- Extension Filing (if needed)
Managed Back-Office
Best for: Growing teams that need payroll and clean books every month.
- Monthly Bookkeeping & Reconciliation
- Full-Service Payroll Processing (Gusto/ADP)
- Sales Tax Filing (State Nexus)
- Monthly P&L and Balance Sheet
Fractional CFO
Best for: Funded startups needing burn management and board reporting.
- Everything in Managed Back-Office
- Custom Financial Modeling & Forecasting
- Monthly Burn Rate & Runway Analysis
- Board Deck Preparation & Presentation
Tax Credits & Incentives
Non-Dilutive Capital Recovery
We help you claim R&D credits and other tax incentives you're entitled to.
R&D Tax Credit
Federal & state R&D credits for companies investing in innovation, software development, and product improvements.
Check EligibilityFICA Tip Credit
Section 45B credit for restaurants, bars, and hospitality employers. Recover 7.65% of tips above minimum wage—every year.
Check EligibilityWOTC
Work Opportunity Tax Credit for hiring veterans, SNAP recipients, and other targeted groups. Per qualified hire.
Check EligibilitySuccess Stories
What Our Clients Say
No upfront cost. We only get paid when you do.
"EverflowCFO helped our restaurant group recover $127,000 in FICA Tip Credits we didn't even know we qualified for. The process was seamless."
Marco Rodriguez
Owner, Coastal Cantina
"We were skeptical at first, but EverflowCFO delivered. $86,000 in WOTC credits deposited within 8 weeks. No upfront cost made it a no-brainer."
Sarah Johnson
CFO, HealthFirst Staffing
"Their conservative approach gave us confidence. Every claim was documented and IRS-ready. We received $215,000 in R&D tax credits."
David Kim
CEO, Pacific Construction
Built on Integrity
Statute-Based & IRS Compliant
No-Filing-Without-Verification
Every claim is thoroughly reviewed and verified before submission to the IRS.
Conservative Methodology
We only take defensible positions based on statute-defined calculations.
Complete Documentation
Full paperwork and audit trail maintained for every filed claim.
Audit-Ready Files
All submissions are prepared and organized for potential IRS review.
Serving Key Industries
Billions available. Most businesses leave it on the table.
From restaurants to construction to healthcare—federal payroll credits are designed for businesses like yours. Most employers don't know they qualify.
Credits Unclaimed Annually
$5B+
FICA Tip Credit Rate
7.65%
Max WOTC Per Hire
$9,600
Avg R&D Credit
$250K
How It Works
Async-First Delivery
No meetings required. Choose your product, complete intake, and receive delivery on schedule.
Choose Product
Select the service that fits your needs from our product lineup.
Complete Intake + Upload Docs
Fill out intake form and upload required documentation.
Checkout (if paid)
Complete payment for paid products via secure checkout.
Delivery (7/14 days)
Receive your deliverables on schedule. Async revisions available.
Statute-Based
IRS guidelines & conservative assumptions
Verified Claims
No filing without documentation
Quick Process
2-minute quiz, fast turnaround
No Obligation
Free estimate, your approval needed
Eligibility
Qualifying Industries
Not sure if you qualify? Check your eligibility in 2 minutes
FAQ
Common Questions
Is the quiz really free?
Yes. The quiz and estimate are completely free. No fees apply without successful credit recovery and your explicit approval.
How are estimates calculated?
Estimates use statute-defined caps and conservative assumptions. All figures are ranges, not guarantees, and require documentation verification.
What is the timeline?
The quiz takes about 2 minutes. Verification timelines vary by program. IRS processing depends on current agency workload.
Are these legitimate programs?
Yes. These are established federal tax credit programs created by Congress. All claims require proper documentation and are subject to IRS review.
Get In Touch
Ready to Get Started?
Choose your product, complete intake, and receive delivery on schedule. All services are async-first—no meetings required.
Capital Advisory
Start your intake for Series A/B prep materials
Tax & Finance
Complete your tax filing intake async
Or email us at hello@everflowcfo.com