What each location actually earned, after the deposits settle.
Card money arrives days later in a different shape: fees netted out of the batch, chargebacks taken back quietly, batches settling across a month end. Not one of them is a mistake anybody made.
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
Illustrative, for a $2M group. Processor fees netted out of the batch and chargebacks taken back quietly, each one too small to notice on its own.
Illustrative. Food that left the kitchen and was never paid for, recorded at menu price, so cost of goods reads high and nobody can say why.
Clients described by industry only · figures out of their own ledgers
What you get
Everything the job actually takes.
Profit by location and daypart
What each site earned after food, labor and occupancy, and which shifts are carrying which.
Card money matched to the day
Sales tied to the batch that settled them net of fees, so the month closes on what you sold rather than on what happened to land.
Gift cards and tax kept separate
Money collected and not yet earned, or owed to a state, tracked as a liability rather than counted as a good month.
Vendor invoices entered twice
One delivery keyed by two people, or a statement paid alongside the invoices it summarises, found by document number.
Bank against books, honestly
A gap is not called an error. Uncleared items and deposits in transit each produce one legitimately, and the report says which is which.
Answers before you write the schedule
Ask what labor ran at by site last month and get it from the ledger, not from a close that lands three weeks after the month does.
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.
Tell us which location you think is your weakest. We'll tell you whether it is labor or food.
Real client numbers, no signup — it opens straight away.
Book a 15-minute demo · sales@iamcfo.com · (305) 930-2848