A plan through year-end, not a dashboard.
Real-time charts are table stakes and they still leave you deciding. What you actually need is where the cash lands in thirteen weeks, and what to do about the dip in the middle.
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.
From real engagements
A logistics client funded a 17-person expansion out of operations, because the plan showed the November dip was survivable before they committed to it.
The same plan, once everyone was on piece-work. The lowest cash point along the way was about $17K — the whole investment, visible in advance.
Clients described by industry only · figures out of their own ledgers
What you get
Everything the job actually takes.
13-week cash forecast
Built from your own trend and commitments, with the low point named and dated rather than discovered.
What-if scenarios
Add a crew, raise a rate, lose your largest client — see the cash impact before you commit to it.
Pace against goal
Where you land at the current run-rate, and the specific gap that closes it.
Where margin is leaking
Ranked, with the dollar figure attached — which account, which vendor, how much.
Drill to the transaction
From a top-line number to the vendor, customer or entry behind it in one click.
The checks nobody runs by hand
Revenue booked without an invoice, duplicate bills, three-way reconciliation — run every week, not in a crisis.
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.
Bring your books to a 15-minute call. We'll build the first thirteen weeks with you.
Real client numbers, no signup — it opens straight away.
Book a 15-minute demo · sales@iamcfo.com · (305) 930-2848