Spend your hours on the advice
Every new client starts with exports, a chart of accounts that needs rebuilding and spend coded to Other, and every month after that starts with the same cleanup. Finsider connects each client's books, maps them to one structure and keeps the reporting current, so your hours go to the advice.
Built by Mitch Petracca, CPA, after 8 years in transaction advisory starting at PwC.Try free deal screening
Where fractional CFO hours go
The first months with a new client go to cleanup, and the monthly pack still starts with exports and remapping long after that.
Cleanup before any CFO work
The chart of accounts needs rebuilding before the first report, so the early months with a client take far more time than the retainer covers.
The same prep every month
Each close means exporting, remapping and tying out again before you can tell the owner what changed since last month.
A ceiling on clients
Every new client adds more of that prep, so growing the practice means hiring or working more weekends.
“I don't have to flip through different reports and different Google Sheets. It's all in one place.”
Reporting on mapped, tied-out books
Finsider connects to QuickBooks Online read-only and to bank accounts through Plaid, syncs every 5 minutes and maps the chart of accounts with 95% first-pass accuracy, and your corrections carry forward.
Reporting and forecasts
Run CFO reporting, a forecast and a cash forecast for each client from the same tied-out numbers, and send it out as yours after your review.
Ready when a client sells
When a client gets an offer, the books are already mapped, so the Quality of Earnings starts from work you've already done.
Priced per client company
Each client stays connected in Workspace for $99 a month, the rate drops as more of your clients connect, and a report is $999 when a client needs one.
Customer story
A partner buyout on a 100-day clock
The business already had a fractional CFO, so a full Quality of Earnings wasn't the priority, and the buyers are running their own diligence in Finsider.
“That's where Finsider, I think, is a great fit for a deal like this.”
Bring your clients into Workspace
