CFO-Lite Advisory: Decision Support Built on Clean, Current Books
Monthly reports tell you what happened. Sometimes you need help deciding what to do next. That's the gap CFO-Lite Advisory is built for: decision support for qualified businesses whose books are already clean and current.
What CFO-Lite includes ($1,250/month)
- Ongoing monthly financial context
- Cash-flow forecasting that separates recorded results from assumptions and forward-looking estimates
- Basic KPI tracking and reporting: agree on a practical set of KPIs, then review them in context
- One short monthly strategy call to talk through business-finance questions
- Tax referrals only: tax questions go to independent licensed tax professionals. There's no tax planning or tax advice.
When advisory work is included in the agreed scope, it can also include a structured quarterly business review. CFO-Lite is separate from routine bookkeeping plans.
Who qualifies
CFO-Lite is for qualified businesses. Qualified means:
- Your books are reconciled and current through the last full month, or you complete a Books Clean-Up first.
- You use a cloud accounting system, such as QuickBooks Online or Xero.
- You have at least three months of reliable financial history to forecast from.
The path to CFO-Lite
| Step | Service | Price |
|---|---|---|
| 1. Catch up (if behind) | Books Clean-Up | $150 per month behind ($600 minimum, $1,800 cap) |
| 2. Stay current | Monthly bookkeeping | $249 Starter, $399 Growth or $649 Full-Service per month |
| 3. Add decision support | CFO-Lite Advisory | $1,250 per month |
How to apply
Applying is free and doesn't commit you to anything. On the application form, you share your accounting system, whether your books are reconciled through last month, an annual revenue range and the decisions you want help with. We review each application and reply by email. If CFO-Lite fits, you get a personal checkout link. If not, we suggest what to do first.
Please don't include passwords, bank details or tax IDs in the form.
What CFO-Lite is not
CFO-Lite provides educational business-finance context. It is not tax planning, tax advice, tax filing, legal advice, audit work, IRS representation, tax resolution or investment advice. It doesn't promise growth, tax savings or any particular result.
The guarantee
Subscription plans, CFO-Lite included, carry a 30-day money-back guarantee: tell us within 30 days of your first payment and your first month's fee is refunded in full.
Frequently asked questions
What is CFO-Lite Advisory?
It's Linked-do-Books' decision-support service for qualified businesses with clean, current books. It adds cash-flow forecasting, basic KPI tracking, monthly financial context and one short monthly strategy call.
How much does CFO-Lite Advisory cost?
CFO-Lite Advisory is $1,250 per month. It's separate from routine bookkeeping plans, and applying is free with no commitment.
Who qualifies for CFO-Lite?
Businesses whose books are reconciled through the last full month, that use a cloud system like QuickBooks Online or Xero, and that have at least three months of reliable financial history.
Does CFO-Lite include tax planning?
No. CFO-Lite doesn't include tax planning or tax advice. Tax questions are referred to independent licensed tax professionals.
What if my books are behind?
Start with Books Clean-Up at $150 per month behind, with a $600 minimum and $1,800 cap. Then continue with monthly bookkeeping before moving into CFO-Lite.
Is there a guarantee on CFO-Lite?
Yes. Tell Linked-do-Books within 30 days of your first payment if you're not satisfied, and your first month's fee is refunded in full.