The user needs help setting up a financial management system for their LLC, including budgeting and cash flow understanding, and is looking for a professional to teach them rather than just handle investments.

The accountant is helping with tax entity setup (LLC to S Corp) but not with ongoing budgeting and cash flow management, leaving the user without guidance on how to manage day-to-day finances.

Severity

3Medium

Willingness to Pay

implied

Added

Apr 24, 2026

App Concept

CashFlow Coach

A budgeting and cash flow management app designed for small business owners who are not financially savvy. It provides step-by-step guidance on setting up budgets, tracking income and expenses, and understanding cash flow, with optional live coaching sessions.

Key Features

Personalized budget setup wizard based on business type and income sources
Automated cash flow forecasting with visual dashboards
In-app educational videos explaining financial concepts like cash flow
Optional virtual coaching sessions with certified financial advisors

Target Users: New small business owners (LLC or S Corp) in any industry who lack financial literacy and need hands-on guidance for budgeting and cash flow management.

Revenue Model: Freemium with $19.99/mo pro tier including live coaching; additional $49/hour for personalized 1-on-1 sessions

Existing Solutions Mentioned

accountant

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