W A O V I R T U A L C F O
Strategic financial leadership, without the full-time cost — coming to WAO clients soon.
Cash flow forecasting, board-ready reporting, and live KPI dashboards, delivered by a Senior Accountant or CPA who already knows your Odoo data. We're building this properly rather than rushing it live.
NO S P A M — O N E E M A I L , W H E N I T ' S A C T U A L L Y R E A D Y .
IN DEVELPMENT - PHASE 2
W H A T ' S P L A N N E D
What VirtualCFO will include.
Built as a premium add-on to BookSmart Growth and Enterprise — powered by DashIQ, not monthly PDFs.
13-week cash flow forecasting
Rolling forecast updated monthly, not a static spreadsheet that's stale by week two.
Quarterly board packs
Investor-ready format, prepared and reviewed before it ever reaches your inbox.
Live KPI dashboards
DashIQ-powered — configured once, then always current, not attached to an email.
Variance analysis
Commentary on what moved and why — not just the numbers restated.
Budgeting & annual plan
A financial plan you actually use, built with someone who already knows your numbers.
Ad hoc strategic advice
Up to 4 hours a month of direct access to a Senior Accountant or CPA.
Pricing model (indicative)
Full pricing confirmed at launch — this is the structure we're building toward, not a locked rate card.
From $1,500/mo
Essentials — add-on to BookSmart Growth
From $3,500/mo
Premium — add-on to BookSmart Enterprise
Why this page is short: VirtualCFO isn't live yet, so this isn't a finished sales page — it's an honest preview. Detailed workflows, a full pricing table, and client examples will replace this once the service actually launches.
Be first to know when VirtualCFO launches.
Already a BookSmart client? You'll get priority access ahead of general availability.