How It Works | cfo-business

How it all works

STEP 1: Complete the form

Providing us with this basic information will allow one of our representatives to contact you promptly.

STEP 2: An Introduction To Our Plans

Speak with one of our CFO advisors and learn more about the Business Builder options available to you and your company.

STEP 3: Our Smart Vault

After you have decided which CFO plan is best for you and your company, we will grant you access to our smart vault.

There you will be able to scan your documents, including incovies and receipt deposits directly to our secure cloud.

STEP 4: We Work For You

From there, our time of professionals go to work for you while you keeping you up to date through our secure cloud system.