Expert CFO Support to
Grow your business
Work with AutoCFO to achieve your growth goals and put financial uncertainty to rest.
AutoCFO is the leading CFO service for early stage entrepreneurs using QuickBooks Online.
AutoCFO is the leading CFO service for early stage entrepreneurs using QuickBooks Online.
An Innovative approach to cfo services
Powered by a software revolution
AutoCFO’s proprietary budgeting and analytics tool revolutionizes your relationship with your financial information.
- Actionable financial data with CFO support to review cash flow, discuss financial goals, and tweak growth forecasts
- 24/7 visibility with custom dashboards in-sync with your accounting data, and key metrics that matter to you in real-time
- Lightning fast onboarding often less than 3 hours from software sync to forecast completion
What does AutoCFO do for you?
You are building the future, and you need a strategic plan to get there.
CFOs help you prepare your business for growth and build the strategy you need to achieve your goals. The key pillars of success are a strategic plan that involves:
- Happy customers paying prices that value your offering
- Spending well today with a plan for future growth
- Enough cash to get where you are going
Does integrating & onboarding have to be painful?
Three hours vs. six months
If you've ever outsourced an expert of any kind, you know how painful the onboarding process can be. Six hours of your time on "exploratory" calls later and you still have nothing to show for... Sound familiar? We know, because we've been there.
The AutoCFO experience is different...
Consultation and assessment
Schedule a 30-minute call during which...
- Schedule CFO Consultation - You get 30 minutes of complimentary time with a Virtual CFO to discuss your business' financial needs.
- Assessment - Through understanding your business needs, we'll find the CFO Support level that fits your business right now.
Start working with your CFO!
Once you've decided which CFO package is the best fit for your business, you can get started with your CFO.
- 1 Hour Onboarding - Your CFO will get to know you, your business, and your goals.
- Forecast Facilitation - Your CFO will work with you to build your forecast, select key metrics for your dashboards, and answer any questions you have.
- Monthly Review - Your CFO will review your financials monthly, then meet with you to discuss how things are going, review your forecast vs. actuals, and get any important questions answered.
Expert support for reporting to
Boards & Investors
Whether you’re trying to raise capital or report to a board, we’re here to keep your financials tidy and provide you with the reports and answers you need.
Imagine all of the answers at your fingertips. With real-time custom dashboards and forecast vs. actuals, the answers are only a click away.
Let us take some weight off your shoulders. We’ll get you on the right track and provide clear information, strategic advice and support to get you to the next level of growth.
Strategy at the speed of your business
Clarity & Transparency
Real-time financial transparency, a clear forecast you'll enjoy using, and visual KPI tracking so you know immediately if something goes wrong.
Strategy & Planning
Work with your CFO on a long-term, strategic plan, and achieve your goals with the confidence that comes with expert support.
Advice & Peace of Mind
Our software solution eliminates human error inevitable with spreadsheets and enables our finance experts to spend time on advice and strategy.
Fast growing companies can’t afford to waste time and money. The biggest regret our clients have is not starting to work with us sooner. Don’t burn through 6 months of runway waiting for your finance team to onboard.
Gain financial clarity and improve the trajectory of your business, today.
Say Goodbye to surprise CFO Invoices
Simple, transparent, flat-rate pricing
Start-up support package
For young companies with straightforward accounting who need accounting review, guidance on what to track for better data, a clear budget to manage cash, and KPIs to prepare for future scaling.
$1,350/mo
One-time $1,500 setup fee.
Growth support package
For early stage companies needing review of accounting, a clear budget to manage cash and KPIs to stay on top growth, investor reporting, and stronger financial muscles to prepare for future scaling.
$3,250/mo
Extra support package
For businesses with more complex business models and/or active investors, that need cash management and the right KPIs to prepare for future scaling.
$5,000/mo
Client testimonials
Ready to Accelerate Business Growth?
Get started with AutoCFO today
Frequently asked questions
Do you build forecasts and budgets?
YES. This is where we shine.
Our software allows us to create a forecast in 1-3 weeks, with only 3 hours of your time. Traditional CFO Services need 6-8 weeks, and 10-20 hours of your time to build a similar forecast using spreadsheets.
How are you so much faster than traditional CFOs?
We built cloud-based software to replace clunky, error-prone spreadsheets and the dozens of hours of CFO work required to create and update them.
With our software, we are able to quickly sync new data so building and updating forecasts is a breeze.
Can my CFO use AutoCFO?
Yes, absolutely!
In fact, our Quarterly Board and Forecast Support package allows you to hire us instead of an analyst to help your CFO with FP&A and board reporting materials.
We’re also happy to support your CFO or finance team in learning the software over a couple of months by working with a AutoCFO, and then transition you to a software-only plan for $199/month.
We’re passionate about making life easier for business owners and CFOs.
What if I want to hire an in-house CFO later?
No problem! In fact, any work we do together lives in your AutoCFO account, and if you hire a CFO in the future they’ll have access to your financials, forecasts, dashboards, everything… And they’ll continue to save time on spreadsheets and be able to skip straight to insights and analysis – what you really want them for anyway.
Also, many CFOs use our $5,000 a month product as an alternative to hiring an FP&A analyst as they ramp up the rest of their team.
Do you work with boards?
Absolutely, we specialize in board conversations. However, we are not hired by boards, but directly by companies. Then we work with those companies to help them improve board conversations. Our team has a combined experience of working with, sitting on, or reporting to over 100 boards.
Do you do accounting?
Yes and no.
Yes, we are familiar with accounting and can help you translate what you need to your accounting team.
No, we do not do your day-to-day bookkeeping, and you probably shouldn’t either.
We recommend hiring an internal or external accounting team depending on your business’s size and complexity to complete your day to day operations.
Do you help with taxes?
Our team is focused on helping you project the future of your business. We are not tax experts, nor do we have audit or tax specialists on our team. We can provide you with a financial forecast to inform conversations with your tax CPA.
Do you help with software integrations?
Each of our CFOs has worked with dozens of companies and may have some recommendations on software integrations, depending on your need or industry. Your accounting firm can help you set up the integrations for your business. Discuss integration support options with your CFO.
You won’t need help with your integration with AutoCFO. Your QuickBooks Online connection to AutoCFO is a one-click sync, and updating data is as also one click. Your CFO will help you organize your financial information within the software in your first conversation. Our setup is so fast we don’t actually consider it an “integration”.