Solutions
and track spending in one easy to use tool.
accounts with real-time reports
FOR BUSINESS OWNERS
Streamline Your Financial Management and Decisions
Connect your accounts, manage financial documents, monitor cash flow, track and manage expenses, and more.
About DFO
Critical Business Information
At Your Fingertips
Be in the know with your financial information everywhere you go. With live syncing from all your accounts, your financial statements are always up to date without waiting for a bookkeeper or CFO to translate.
Questions are inevitable, so we offer regular meetings with your personal DFO, to answer your questions, help you set goals, and keep your business on track.
Why Choose DFO
Business insights with real time,
custom dashboards for at a glimpse reporting.
Data is securely stored in one place and clearly displayed in live dashboards so it’s easy to see how your business is doing with peace of mind, and without the jargon.
Our Expert DFOs Are Ready To Help
Sean Rogers
CEO & Founder
Amanda Ortiz
Financial Analyst
Mindy Peterson
Accounting Manager