You became a fractional CFO to have freedom and earn well — not to spend nights building reports. BizDoc automates the time-consuming parts so you can focus on strategy and client relationships.
Tools designed specifically for how part-time CFOs work.
Generate the same report you spend hours building — in 30 seconds. More clients, same hours.
Manage all your clients from one interface. Quick access to any client's financials.
Professional PDFs with your branding. Ready to present or send immediately.
Automatic 12-month trend analysis. No more manual spreadsheet work.
AI-generated recommendations give you talking points for advisory conversations.
Connect once, generate reports forever. No repeated data exports.
As a fractional CFO, your earning potential is capped by available hours. Each client requires monthly reporting, which typically takes 3-5 hours to prepare manually. Take on 10 clients, and you're spending 30-50 hours per month just on report production — before any actual strategic work.
This creates a ceiling. You can either work more hours (sacrificing the freedom you wanted), hire staff (adding overhead and management complexity), or limit your client roster (capping income). None of these options are ideal.
BizDoc removes report production from your workflow entirely. Connect each client's QuickBooks once, and every month you can generate their complete CFO report in 30 seconds. What took 3-5 hours now takes less than a minute.
The math changes dramatically:
Use BizDoc's widget on your website to capture leads. Prospects connect their QuickBooks, receive a free financial health report, and you get their contact info plus complete financial visibility — perfect for proposal preparation.