I AM CFO
I AM CFO was created to provide business owners with the most accessible, automated and customizable financial information needed to run a successful business. We believe that a P&L and Balance Sheet only goes so far when key decisions are at stake. We provide a strategic view into your business which will assist you with growing your business and maximizing your profits.
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Taxes Done Here!
Our Monthly Services
Professional Services
Our Professional Service Package includes a completely customized CFO dashboard that syncs directly with your QuickBooks Online account and updates hourly. This includes a 3 month cash-flow forecast analysis, A/R and A/P aging report, budget creation / budgeted vs actual analysis and a monthly breakeven expense analysis starting at $350 per month.
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Market Analysis Services
Our Market Analysis Service Package includes everything from our Professional Service Package (again syncing directly with QuickBooks Online) along with comparing how your company’s numbers are stacking up within your industry. This will help give you the competitive advantage needed to succeed in your industry starting at $450 per month.
Premier/CFO Services
Our Premier/CFO Service Package includes everything in our Market Analysis Service Package as well as our CFO services. Our CFO services consists of in-depth margin analysis, detailed graphs, trends, inventory turnover analysis, cost/tax saving strategies and customizable KPI reports that sync directly with your QuickBooks Online account starting at $750.
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More about our brand
I AM CFO is designed to make Financial Reporting seamless and easy for business owners. I have helped over 40 companies streamline their closing process while at the same time making it easy to utilize and understand.
Over 80% of small businesses fail in the first year due to cashflow reasons alone. Our goal is to reduce this number tremendously by providing business owners with a true and meaningful insight into their business!
