Accountant and Consultant – Business Finance CFO Wizard

01. Take your practice to the next level with My CFO Wizard.

Help your clients to understand how their business decisions impact their financial results. By importing their financial statements right into My CFO Wizard, you can generate graphs that explain how their decisions have impacted their financial results. (After all, we know that every business decision shows up on the financial statements.)

02. Guide your clients to success

Get a clear picture of your client’s financial situation. Watch with your clients as their business decisions impact their financial results. Take one or more of the 4 scenarios and forecast and perform “what-if” scenarios with your clients to see what the future results will look like in their business’ financials.

03. Move your practice from compliance to advisory

Improve your value proposition and increase your revenue by offering high value financial advisory services to your clients. Improve your bottom line while assisting your clients in achieving their financial goals.

04. Get fast results with little effort

You will provide huge benefits to your clients with little effort on your part. Just import their financial statements and generate graphs and reports that present the information in a clear and simple manner. Each graph has an explanation with it, so that clients can make sense of what they are viewing.

05. Integrates with accounting packages

Special import tools for Quickbooks, Xero, Freshbooks, Zoho and other accounting software. Once inside My CFO Wizard it only takes 3 clicks to upload the financial statements. From there you generate the reports for your clients.

To get special volume pricing please fill out this form and submit it.

We’ll get right back to you, so you can start taking your practice to a new level and provide a service to your clients that your competitors don’t.