Getting Detailed with AutoCFO: How to Create Your Budget

Before AutoCFO, your main option was to open an Excel spreadsheet, download your Profit & Loss statement from your accounting system (QuickBooks), copy the expenses from last year, then start typing numbers into the excel cells for what you think will be different from last year. It’s a bit exhausting just thinking about all of that work!

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Re-Organizing and Re-Labeling Your Financials

Your bookkeeper, accountant, and CFO all speak Accounting as a mutual language. Accounting is a useful language, and AutoCFO is going to teach you a few terms that will be important for communicating with investors, accountants and other finance people. But at the end of the day, this is YOUR business and we want you to set up your financials YOUR way.

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