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BizDoc for Fractional CFOs
Built for Your Workflow

Your earning potential is capped by hours. Monthly report prep consumes time that should go to strategy. BizDoc automates report production so you can serve more clients or work fewer hours.

How Fractional CFOs Use BizDoc

Specific workflows designed for fractional cfos.

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Instant Client Reports

Generate comprehensive CFO reports in 30 seconds. No manual data pulling or spreadsheet work.

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Website Lead Capture

Embeddable widget turns your website into a lead generation machine. Prospects connect QuickBooks, you get the lead.

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White-Label Delivery

Reports display your firm name, logo, and contact info. They look like your proprietary analysis.

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Advisory Upsell Tool

Use financial insights to start strategic conversations and justify premium advisory fees.

Scale Without Hiring

Serve more clients without adding headcount. Automation handles the repetitive work.

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Enterprise Security

Bank-level encryption, read-only access, SOC 2 compliant. Your clients' data is protected.

The Fractional CFOs Challenge

Your earning potential is capped by hours. Monthly report prep consumes time that should go to strategy.

This is the reality for many firms. Growth feels hard because every new client adds to your workload linearly. There's no leverage in the traditional model.

How BizDoc Changes the Equation

BizDoc automates report production so you can serve more clients or work fewer hours.

Typical Fractional CFOs BizDoc Workflow

  1. Setup (One-Time): Embed widget on website, connect client QuickBooks files
  2. Lead Capture (Ongoing): Prospects use widget, you receive leads with financial data
  3. Monthly Reporting: Generate all client reports in minutes at month-end
  4. Advisory Delivery: Use report insights to drive strategic conversations

Frequently Asked Questions

How quickly can I get started?
You can have the widget on your website and your first report generated within 15 minutes. No implementation project or training required.
Is BizDoc designed specifically for fractional cfos?
BizDoc serves all accounting professionals who work with QuickBooks Online clients. The features — automated reporting and lead generation — apply perfectly to fractional cfos.
What do I need to get started?
A website (any platform) and QuickBooks Online access for at least one client. The free tier gives you 5 reports/month to test.
How do I upgrade to paid plans?
When you're ready for unlimited reports and white-labeling, upgrade in your dashboard for $29/month. No contracts, cancel anytime.

Start Generating Reports Free

No credit card required. 5 free reports/month.

Get Started Free