Our CFO Accounting Tech Stack for Small Businesses
Videos mentioned:
What can Jirav really do? A demo of the FP&A platform: • What can Jirav really do? A demo of t...
How to do Stuff in QBO Playlist: • How to do stuff in QBO
Links we mentioned:
QuickBooks: https://claracfo.com/QBO - Get a free 30 day trial plus 30% off for a FULL YEAR!
Justworks: https://claracfo.com/Justworks
Right Tool: https://righttoolpro.com/register - use the code CLARACFO for 20% off the monthly price and ClaraCFO100 for 20% off the annual price
Harvest: https://claracfo.com/Harvest - Get a 30 day free trial plus a $10 credit towards your first month
Melio: https://claracfo.com/melio - Melio is FREE to use!
Jirav: https://claracfo.com/Jirav
Canopy: https://claracfo.com/Canopy - Do a Demo of Canopy and get a $50 Amazon gift card!
In this video, we dive into the tech stack used in our CFO practice, perfect for small business owners and professional service businesses. We'll cover essential tools, their benefits, and costs, all aimed at simplifying your financial management.
Explore these tools and streamline your financial operations. Don't forget to leave a comment with your favorite tools and like the video if you found it helpful!
In this video you will find:
2:35 - QuickBooks Online
3:59 - Payroll System: JustWorks
6:00 - RightTool for QuickBooks Online
7:32 - Time Tracking: Harvest
9:40 - Bill Payment: Melio
11:01 - FP&A Tool: Giraffe
12:54 - Practice Management: Canopy
To learn more about CFO services for B2B services providers making over $1M in annual revenue, go to: https://claracfo.com/cfo-services/
🙋♀Got Employees? Talk to ADP! They can help you if you are a small business owner or an accountant or advisor who works with small businesses. Learn more here: https://claracfo.com/adprun
(As an affiliate or referral partner for these companies, I may earn rewards from qualifying purchases)
Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/
Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.
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