Done-For-You Financial Intelligence

See Profit by Unit, Instantly

We connect your multi-location business systems (Airbnb properties, restaurant locations, e-commerce SKUs) into one live dashboard — showing you which locations make money and which ones bleed cash, in real-time. Custom-built by our team, no tech setup required.

Get Custom Dashboard Demo See Sample Dashboard
"I worked at a major bookkeeping company where I saw thousands of multi-unit business owners get 'clean books' that told them nothing about which units were profitable. Property owners, restaurant chains, e-commerce sellers — they'd all call frustrated asking 'Which of my locations is bleeding money?' and we couldn't answer. I built I AM CFO to finally solve this problem for every type of multi-unit business."
— Gregory Pober, Founder & CEO
Former CFO and Quality Control Specialist • Lived this problem across industries at scale

The Multi-Unit Business Problem

Whether you own properties, locations, or sell products — you need to see which units actually make money

QuickBooks Shows "SPLIT" - So What?

Your $8,000 expense is marked as "Split" but you can't see that Unit B ate $6,500 while Unit A only needed $1,500. The bleeding continues because you can't identify which unit has the problem.

Multiple Systems, Zero Connection

Guesty shows bookings, Toast shows sales, Shopify shows orders — but QuickBooks shows expenses. No way to connect revenue and costs by individual unit to see true profitability.

Your CPA Sends Useless Blended Reports

Beautiful P&L statements that show total numbers. "Congratulations, you made $15,300 this month!" But which units should you expand? Which ones should you close? Complete silence.

Expansion Decisions Based on Gut Feel

Should you buy another property like Unit A or Unit C? Open a new location? Launch more SKUs? You have no data on per-unit ROI, so you're gambling with major business decisions.

This Is A Done-For-You Service

We build and maintain your financial dashboards with full integration and support — no tech team needed. You get the insights, we handle all the technology. Think of us as your outsourced CFO team that actually understands multi-location economics.

How We Solve It

We connect your systems and rebuild your financial data to show true property-level performance

Expand Every QuickBooks "Split" Transaction

We dive into your QB journal entries and reconstruct exactly which unit got which expenses. That $8K "split" becomes: Unit A $1,500, Unit B $6,500. Now you know where to focus.

Connect All Your Systems

We automatically sync your revenue systems (Guesty, Toast, Shopify) with QuickBooks expenses to show true unit-level P&L. See performance and costs for each unit in one place.

Automated Performance Reports

Get beautiful, detailed reports for each unit showing revenue, expenses, key metrics, and profitability trends — automatically generated and delivered to you monthly.

Real-Time Dashboard Access

Log into your custom dashboard anytime to see live unit performance, track trends, and identify problems before they become expensive.

See Your Real Unit Performance

Instead of useless blended numbers, see exactly which units drive your wealth and which ones drain it.

  • Unit A (Top Performer): $3,200 profit (22% margin)
  • Unit B (Problem Unit): -$850 loss (high costs)
  • Unit C (Steady): $1,950 profit (18% margin)
  • Unit D (Growth): $2,100 profit (25% margin)

Without I AM CFO: "Business made $6,400 this month"
With I AM CFO: "Unit B bleeding money — investigate cost drivers or consider closure"

💡 This is what your custom dashboard looks like — built by our team, pulling data automatically from your business systems + QuickBooks.

Unit Performance This Month

$3,200
Unit A
Top Performer
-$850
Unit B
Problem Unit
$1,950
Unit C
Steady
$2,100
Unit D
Growth
Total Business: $6,400 net profit
⚠️ Unit B identified for immediate attention (costs up 180%)

Simple, Transparent Pricing

One price for complete property-level financial intelligence — built and maintained by our team

Done-For-You Custom Dashboard Service

We build and maintain your financial dashboards with full integration and support — no tech team needed. You get the insights, we handle all the technology and setup.

Complete Property Intelligence

$349/month
Custom dashboards built for your portfolio
  • Custom dashboard setup & maintenance
  • Guesty + QuickBooks integration
  • Property-level P&L statements
  • Automated monthly owner reports
  • Split transaction analysis
  • Occupancy & trend tracking
  • Real-time performance alerts
  • Unlimited properties & users
Get Custom Demo
COMING Q4 2025

AI Bookkeeping Add-On

+$199/month
Automated bookkeeping + intelligence
  • AI transaction categorization
  • Multi-property expense allocation
  • Automated bank reconciliation
  • Monthly financial statements
  • Tax-ready books year-round
  • Error detection & alerts
  • 90% reduction in manual entry
  • Full CPA-level accuracy
Join Waitlist

Built for Multi-Unit Operators

We specialize in businesses with repeatable units — whether properties, locations, or products

🏠

Short-Term Rentals

The exact problem we started with: See which Airbnb properties are profitable vs. which ones bleed money. Per-property P&L, occupancy tracking, seasonal trends, and automated owner statements with Guesty + QuickBooks integration.

✨ Our Most Popular Service
🍽️

Restaurants

Labor ratios, food costs, and per-location performance with Toast POS integration

🛒

E-commerce

SKU-level profitability, ad spend ROI, and inventory insights with Shopify sync

🎯

Marketing Agencies

Client profitability, project margins, and team utilization tracking

💊

Healthcare Services

Provider productivity, patient acquisition costs, and treatment margins

🏢

Professional Services

Billable hour analysis, client profitability, and office performance

Ready to See Which Units Actually Make Money?

Real Results from Property Owners

See how our custom dashboards helped multi-unit operators save thousands monthly

"
"I AM CFO showed us that Property B was bleeding $2,000 monthly in hidden maintenance costs. We identified a small leak that was causing the HVAC to work overtime. Fixed it for $200 and turned the property profitable within 60 days. This service pays for itself."
M
Michael Chen
Owner, 8-Property STR Portfolio
"
"Before I AM CFO, I had no idea which restaurant locations were actually profitable. The blended reports from my accountant were useless. Now I can see real-time P&L per location and make data-driven decisions about expansion instead of guessing."
S
Sarah Rodriguez
Founder, Rodriguez Restaurant Group
"
"The split transaction analysis is a game-changer. We were spending 15+ hours monthly trying to allocate property expenses manually in spreadsheets. Now it's automated and accurate. Gregory's team really understands the property management business."
J
James Thompson
CFO, Thompson Property Management
40+
Multi-Unit Businesses Served
$2M+
In Hidden Costs Identified
87%
Time Reduction in Reporting
14 Days
Average Setup Time