I AM CFO
I AM CFO was designed to empower business owners with the most accessible, automated, and customizable financial insights essential for running a successful enterprise. We recognize that a P&L and Balance Sheet alone are insufficient when making critical decisions. That's why our cutting-edge Financial Reporting syncs with QBO to provide you with the most up-to-date information available!
Our Monthly Services
Essential Cash-Flow
Get your financial insights simplified! With Essential Cash Flow, small businesses can automate their cash flow reporting and receive hourly updates from any cloud-based accounting platform (including QBO, Xero, NetSuite, and more!). This package offers basic cash flow reporting, 1 integration, and is perfect for startups looking to streamline their financial processes without the complexity.
Advanced Cash-Flow
Take control of your financial future with Advanced Cash Flow. Designed for growing businesses, this package offers comprehensive cash flow reporting, custom dashboards, and transactional drill-downs, all powered by hourly data updates from any cloud-based accounting platform (QBO, Xero, NetSuite, and more!). Gain deeper insights while automating your financial reporting with ease.
$500
Elite Business Insights
Unlock premium financial insights with Elite Business Insights, designed for medium to large businesses. This package includes comprehensive cash flow and financial reporting, customizable KPI reports, comprehensive graphs, and trend analysis to give you a clear picture of your business performance. Additionally, take advantage of Inventory Turnover Analysis and A/R and A/P Aging Reports to monitor and optimize your financial health. Integrated seamlessly with any cloud-based accounting platform (QBO, Xero, NetSuite, and more!), you’ll receive hourly updates that ensure real-time accuracy for your financial decision-making, with custom dashboards and unlimited users to suit your needs.
Enterprise Financial Suite
For franchises or multi-location businesses, the Enterprise Financial Suite provides a powerful, consolidated financial reporting tool across all entities, offering customizable KPI reports, comprehensive graphs, and trend analysis. With advanced features like Inventory Turnover Analysis and A/R and A/P Aging Reports, you can make data-driven decisions with ease. Seamlessly integrate with any cloud-based accounting platform (QBO, Xero, NetSuite, and more!) to receive hourly updates that keep your financial data fresh and actionable. Plus, with custom dashboards and unlimited users, you'll have full control over your financial insights across all locations.
$1,500
More About Our Brand
I AM CFO is crafted to streamline financial reporting for business owners, making the process seamless and straightforward. With experience assisting over 40 companies, we have successfully optimized their closing processes while ensuring the financial data is easy to use and understand.
Given that over 80% of small businesses fail within their first year primarily due to cash flow issues, our mission is to significantly reduce this statistic by providing business owners with accurate, timeliness and meaningful insights into their operations.
