For accountants, bookkeepers and fractional CFOs
Pocket-Advisor is the practice side of Pocket-CFO: one portfolio that ranks every client by what needs you today, the same deterministic numbers each owner sees, and white-label board packs whose every figure ties back to a source record. $129.99 a month for your whole practice — and every client you refer takes $10.00 off, down to $39.99.
Sample portfolio — your clients appear here as they share their books with you.
One price per practice
$129.99 a month for your whole practice — every client, every seat, every board pack. No per-client charges.
Every referral takes $10.00 off. A referral is a client you bring to Pocket-CFO who keeps you as their advisor. Nine referrals and you pay $39.99 a month — and it stays there for as long as they stay.
Your clients get something too: while you keep their books, Pocket-CFO bills them $99.99 instead of $129.99, the Pocket-Advisor rate.
| Referrals on Pocket-CFO | You pay each month |
|---|---|
| 0 | $129.99 |
| 1 | $119.99 |
| 2 | $109.99 |
| 3 | $99.99 |
| 4 | $89.99 |
| 5 | $79.99 |
| 6 | $69.99 |
| 7 | $59.99 |
| 8 | $49.99 |
| 9+ | $39.99 |
Pocket-Advisor
$129.99/month
Down to $39.99/month with nine referrals. Cancel anytime.
How it works
Your clients share their books once. Pocket-Advisor ranks the whole book by what needs you today, and every figure you hand back ties to a source record.
01 — See the whole book
One portfolio, every client, ranked by urgency from the same deterministic rules that run each owner's dashboard. Open any tile and you are in that client's full Pocket-CFO workspace — the same numbers they see, not a copy.
02 — Hand back numbers you can sign
White-label packs, built from the engine's facts and held to them by a number-integrity gate: a figure that cannot be traced to a source record does not make it onto the page. Your brand on the cover, our audit trail behind every line.
03 — Access the client controls
A client invites you from their own Settings and chooses which company and how much access. You accept once; the books stay theirs, your seat is scoped, and they can end it any time. Partners and analysts on your team see only the clients you assign them.
