A three-statement model per client, maintained in Excel, updated by hand every month, and only as good as whoever last touched it. There is a better arrangement.
Start a conversationYou keep the relationship and the advisory work. We supply the system underneath it.
Each client gets their own instance connected to their own QuickBooks. No shared workbook, no version drift, no rebuilding the model when someone leaves.
Scenario work and decision support stop being bespoke projects and become something you can offer at a predictable scope across your book.
We send remediation and controller work to firms we trust, and we do not compete for the compliance relationship.
This page is being expanded.
The partner programme for accounting and fractional CFO firms is in preparation. If the arrangement sounds right, start a conversation and we will walk through how it would work for your book.
We'll tell you what shape the financials are actually in, what it would take to change that, and what it will cost — before you commit to anything.
Schedule a call →Or write to hello@thecfobox.com