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Hands-on financial leadership for mid-market businesses that need CFO-level thinking without the full-time cost.

Empower
Growth

✅ Month-end close & reporting

✅ Cash flow management

✅ Budgeting & forecasting

✅ Strategic financial planning

✅ Growth & profitability analysis

An interactive financial analysis platform that benchmarks your KPIs against industry standards so you can see exactly where you stand and act before problems compound.

✅ Industry KPI dashboards

✅ Breakeven & cash flow tools

✅ Ratio & margin analysis

✅ Indirect cost allocation

✅ New tools added regularly

Fractional CFO & Advisory

Financial Clarity

Two Ways We Help Your Business

Whether you want full access today or a growing platform that evolves with your business, there's a plan that fits."

Starter

$149

One-time purchase · Current version

  • Full app access today

  • All current industry dashboards

  • All current tools

Pro

$49/mo

Or $470/year · 14-day free trial

  • Everything in Starter

  • All future tools & industries

  • Member blog & updates

  • Always current version

Deanna Capps, Franchisee European Wax Center

After working with Neil for over a year reviewing my business financials evaluating the profits and losses and understanding how or what to do to make the business more successful.  As I am a first-time business owner- the invaluable advise from not only an accountant but also a former business owner and pharmacist made me think of many different aspects for my business which I was missing.  The accounting advise, tax advise, when to change from an LLC to S-Corp, when to pay myself, and how to run a business… oh yes and, “don’t answer the phone to quickly” he told me on one of our sessions you are the boss/ owner let the staff wait for a day to learn.  Neil has directed me to many other business contacts which has helped me be a more successful business woman.  I feel after working with Neil he is like a family to me as well!

MBA, CPA, CVA-Neil Shnider | 25+ Years in Financial Advisory | Mid-Market Business Focus | Author of 5 Business eBooks

Try the FREE demo - no credit card, no catch. Just Clarity.

Ready to See Where You Stand?

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