Your accounting software becomes a live financial model.
Ask “can we afford another hire?” and get the answer from your own books, as they stand today. Not a report on last month.
Nothing changes your books without you. Every entry is proposed for your confirmation before it posts.
Real client numbers, no signup — it opens straight away.
15 minutes, live on your own books.
A 17-person expansion, self-funded from operations · $0 outside capital
Ask your numbers
Ask in plain English. Get a CFO's answer.
This is the part nobody else has. Your books, your floor and your pipeline are connected to an AI that can read them, so every answer comes from your live numbers. And it's a conversation — keep asking, talk through strategy, run the scenarios before you commit to one.
I AM CFO
August revenue was $312,480 across 14 properties — up 8.4% on last August. NOI came in at $84,210, a 27% margin, which is two points under your July. Two things moved it: cleaning cost per turn is up $14 since June, and $9,340 of card deposits landed in August for July stays, so the month looks richer than it operated.
A sample session on a sample 14-property portfolio — pick any of the twenty questions and see the answer. On your own books the questions are unlimited, every answer is a read, and anything that would change the ledger is proposed for your confirmation first.
Built around how you actually operate
The same engine, pointed at your business.
Loan Readiness
Lender-ready packages for SBA 7(a), 504, and lines of credit.
See itShort-Term Rentals
Per-property P&L, owner statements, occupancy and RevPAR.
See itBusiness
Live cash, P&L and balance sheet on the books you already keep.
See itTalent Agencies
Brand deals, talent payouts, and commissions that reconcile.
See itWhat we actually find
Three real businesses. Every number came out of their own books.
One client's spreadsheet said $3.7M billed. Their books said $2.6M. Their job tracker said $1.9M. Same company, same year.
A rental operator had charged customers $95,856 in tax and recorded $11,734 of it. The rest was counted as profit, not as money owed to the state.
A talent agency looked profitable overall. Once each account carried the payouts and commissions it caused, nine of them were losing money — and had names.
Connected to what you already run on
One number, from every system that produces it.
QuickBooks Online, QuickBooks Desktop or Xero underneath — whichever you already keep the books in. Everything else plugs in around it.
The problem
Most owners run their business on last month's numbers.
By the time the books close, the month is over — and the leaks that opened while nobody was watching run to about $71,000 a year on a $2M business.
February closes in the middle of March.
So for six weeks you quoted jobs, bought stock and made hires on numbers that were already a month old.
And the thing most worth catching never looks like a problem: work you finished and never invoiced leaves no entry, no alert, and nothing to notice.
Illustrative · $2M revenue — on the demo we run these against your books
Simple, transparent plans
Pick the level of support you want.
Do it yourself with the Dashboard, have us run your books with CFO, or have us run your books and your marketing with CFO + Growth.
The software on its own. You keep your books; it keeps watch.
- ›Live P&L, cash flow & balance sheet
- ›AI assistant that answers from your own ledger
- ›Automatic checks: duplicates, unbilled revenue, unmatched deposits
- ›QuickBooks or Xero, connected in two minutes
- ›Email support
We run it. Your books current, the problems found and fixed, and a CFO to talk to.
- ›Everything in Dashboard
- ›Books kept current and reconciled by us
- ›Exceptions worked every week, not at quarter-end
- ›Monthly review: what changed, why, and what to do
- ›Loan- and bank-ready packages
- ›Set up for your industry, from rentals to agencies
+$400/mo per additional entity.
Everything in CFO, plus the marketing that brings in customers.
- ›Everything in CFO
- ›Posts and short videos every week, from your real business
- ›Paid ads set up and managed (ad spend billed by the platform)
- ›Outreach lists and follow-ups, every send approved by you
- ›Local SEO: Google Business Profile kept up, every review answered
- ›Service and city pages on your site, written to rank locally
- ›New leads to your phone the minute they come in
- ›Marketing results next to revenue in one monthly review
Starting takes you through signup to checkout — no long-term contracts, cancel anytime. Setup fee waived for a limited time.
See what your own books are hiding.
Start with the packet — real client numbers, no signup. Or bring your books to a 15-minute call and we'll run them on your own numbers.
Real client numbers, no signup — it opens straight away.
Book a 15-minute demo · sales@iamcfo.com · (305) 930-2848