Business

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.

Seven pages, real client numbers, no signup. Unsubscribe in one click.

Or book a 30-minute demo.

QuickBooks Online & DesktopXeroGustoPOS & PMS

From real engagements

$0
outside capital

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.

+$51K
gross profit a month, ramped

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.

Bring your books to a 30-minute call. We'll build the first thirteen weeks live.

Seven pages, real client numbers, no signup. Unsubscribe in one click.

Book a 30-minute demo · sales@iamcfo.com · (305) 930-2848

CFO-level visibility without hiring one — I AM CFO