Helping your business grow with strategic financial planning → Personally saved clients $500k → Discover how with my 3-step approach → Fractional CFO & Keynote Speaker
The biggest mistake Fractional CFOs make? Doing everything manually.? The best CFOs leverage technology to: → Automate financial processes → Streamline operations → Scale faster Here are 7 tools every top-performing Fractional CFO uses:? Domo → Centralizes business intelligence and dashboards Power BI → Advanced reporting for better decision-making Xero → Cloud-based accounting for total accessibility Fathom → Delivers deep financial analysis and KPIs QuickBooks Online → Simplifies bookkeeping and accounting Float → Makes cash flow forecasting effortless Gusto → Handles payroll and HR with ease The best CFOs don’t just report numbers. They create financial strategy.? Want to scale your practice? Use the right tools.? Which tool has made the biggest impact on your workflow? PS. (?? Repost this for your network)
Aleksandar Stojanovi?, MSc. I have used FathomHQ for consolidating financials, but not Domo, what’s the reasoning/need for both?
Thanks for sharing
I agree with automation. But some of your tools we dont have down here :(
No, The CFO is responsible for strategic financial leadership like making high level decisions based on KPIs and forecasts and that does not necessarily mean they need to use these tools. Absolutely not! They just need to observe the indicators from time to time. Using these tools is a job for a BI analyst! If you're one, then you gotta make dashboards for your CFO on these tools.
Very informative
What about Excel Power Query?, Thanks for sharing!.
This is spot on! The best CFOs don’t just crunch numbers—they build systems that drive strategy. Power BI is a game-changer for decision-making, but cash flow forecasting with Float is equally powerful
Precision in Numbers,Growth in Business | We offer the best bookkeeping, CFO services and tax preparation services.
3 周Please explain why you would use Domo and Fathom.