Tools We Use

virtual_cfo_tools.pngHere are a few can't-live-without tools our team uses to build stronger relationships with our clients and to work more effectively as a distributed workforce.

Sococo is an online office for our distributed team. Their platform made it much easier for new team members to get a sense of our company's structure / culture, and for existing team members to collaborate with one another.


For many years, PlanGuru has been our budget and forecasting tool of choice. We use their cloud-based platform to conduct reporting/analytics for our Virtual CFO clients. Less time making more reports, and more time with clients!



Our team uses ProfitCents, the world's first "e-Financial Analyst," to analyze and interpret our clients' financial statement and tax data into easy-to-understand narrative text reports.


Also a robust accounting platform, QuickBooks is the first choice for many of our clients. We also use QuickBooks Online.


Xero is a robust accounting platform that gives our clients real-time views of cash flow and integrates with more than 450 business applications.


We use Right Networks to fully (and securely) manage and host our clients' Quickbooks accounts in a secure, collaborative cloud-based environment.


We use GoToMeeting to conduct online video meetings with our clients. 80% of our clients  (and our team) are virtual, so using GoToMeeting is a must for regular communication.


Our hosted VoIP solution of choice, 8x8 makes it easy for our team to make / log calls directly from their computers.


We run our website and marketing through HubSpot, a leading inbound marketing software platform. 


We use an Indiana-based managed IT services company, 4eos, to handle network maintenance and IT management support for our company.