BrightZen OS

The CFO Toolkit

Free your time as a fractional CFO while delighting your clients!Provide more value with 80% less work using the BrightZen Systems done-for-you platform.

  • Integrated Financial Model

  • Continuous Forecasts

  • Monday Morning Metrics

  • Client onboarding checklist

  • Automated bookkeeping quality check

We built it so you don't have to.

Forget having to update your forecasts manually. The BrightZen CFO Toolkit keeps your IFM and forecast continuously up-to-date.

How it Works

Five simple steps for done-for-you bookkeeping quality monitoring, integrated financial model creation, and continuous forecasts.

  1. Add a company to the platform

  2. Connect their QuickBooks

  3. Receive bookkeeping quality assessment

  4. BrightZen builds your IFM and forecast

  5. Review your IFM, forecast, and overall toolkit live for any additional support you need

How is this possible?

How can BrightZen possibly check your bookkeeper's quality, create a full IFM, and have a continuously updated forecast FOR you for just $100/mo per company?Co-founders John Zdanowski and Jeff Abrams used their 25 years of experience to invent the "Weekly Accounting" method and corresponding BrightZen technology platform that automates business data collection and reporting to streamline CFO work by up to 80% per client.

Pricing

  • $100/mo per company

  • 10 company minimum

  • Try it for free!

Case studies