CFO Services
Run the numbers a CFO would run
Bookkeeping tells you what happened. These tools help you decide what to do next — cash-flow forecasting, profitability, and KPI analysis you can use today, with no login. When you want a person in the seat, hire a fractional CFO from the CPAZenith directory.
Tools
Free CFO tools
13-Week Cash Flow Forecast
Project cash week by week from your expected receivables and bills, with what-if levers for late payments and cost changes.
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Agency CFO Dashboard
Per-client gross margin, client-concentration risk, MRR vs. fixed-cost coverage, team utilization, and a weighted pipeline.
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E-commerce CFO Dashboard
Full P&L waterfall, contribution margin, blended vs. break-even ROAS and CAC, customer mix, and break-even revenue/units.
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Fractional CFO vs. doing it yourself
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2026 CPA Pricing Guide
Real fee benchmarks for tax prep, bookkeeping, payroll, and advisory — by service and business type.
Download free guideAdvisor-grade guides
Downloadable ebooks & templates
CPA-ready playbooks and templates you can use today — instant downloads, no signup required.
The Small Business Tax & Profit Playbook
A CPA-ready guide to deductions, quarterly taxes, S-Corp strategy, owner pay, cash flow, and year-round tax planning.
Business Tax Deduction Checklist
A CPA-curated checklist of 80+ business deductions most owners miss — organized by category so you can sweep it before filing.
The Definitive Bookkeeping Cleanup & Recovery Guide
The CPA's step-by-step playbook for diagnosing messy books, reconstructing missing history, and restoring a clean, audit-ready ledger.
The Freelancer Tax Guide
The practical tax playbook for freelancers, contractors, and solo creatives — deductions, quarterly estimates, and self-employment strategies.
The Year-End Tax Planning Guide
The CPA's December playbook — practical strategies to reduce your tax bill before the year closes.
The Premium Bookkeeping Template Pack
Automated dashboards, multi-account reconciliations, and CPA-ready reporting workbooks for serious owners and bookkeepers.
Tax & Bookkeeping Resource Library
Our complete advisor-grade collection — every premium asset an owner needs to run clean books, lower taxes, and recover messy ledgers, in one bundle.