Know your next 13 weeks of cash — without living in a spreadsheet.
QBO-connected 13-week rolling forecast in Power BI, with CPA/CFO review. First dashboard in about 10 business days.
Pricing:
$2,000 implementation + $249/month
Founder
Bill Cosgrove
MBA, CPA. 20+ years as a PE-backed CFO. DFW.
- Better than DIY — actuals vs. forecast, not another spreadsheet.
- More practical than consultants — fixed price, not an open-ended project.Simpler than big platforms — QBO in, shared dashboard out. No software to learn.