CFO Sidekick was designed to give users 24/7 access to information and resources that help them manage their business. Today’s CEOs are too busy to be tied to their computers. More and more work is done now on mobile devices away from the office. CFO Sidekick provides high level financial data, stores vital corporate documents, and allows peer group collaboration with app users all over the world. CFO Sidekick provides a virtual CFO at your fingertips whenever and wherever you need one.
The first version is now available for the iPad. Some of the features that will be included in version 1:
- Daily Tips automatically uploaded to your device
- Storage for key documents
- Financial dashboard (currently only available for QuickBooks Online users)
- Peer group roundtables for collaboration with other CFO Sidekick users
- Useful checklists to manage month end and year end close
- Ability to do key financial calculations
- Accounting glossary
CFO Sidekick is not just for business owners! If you run a bookkeeping or CPA practice, CFO Sidekick can be a great addition to your business. Industry publication headlines say that in order to remain competitive in the marketplace, accountants and CPAs must start offering value added services. This has led to many firms adding CFO services to their menu of offerings. Our virtual CFO app will help grow your CFO business! We’ve developed CFO Sidekick so it can be branded and licensed to your firm so the end user is linked to you and will come to you when they’re looking for “human” CFO assistance or maybe even a new bookkeeper or CPA. Your clients are going to love you when you tell them about CFO Sidekick.
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