∑ WestSherman / CFO Assistant
“Where did the money go?”
Ask questions about your business numbers and get plain-English answers with sources. See overdue invoices and review reminder drafts before sending.
$197/month · First month to start · No setup fee
A LOOK AT THE WORK / ILLUSTRATIVE EXAMPLE
An answer you can trace
YOU: Why is operating profit lower this month?
EXAMPLE ANSWER: Revenue was flat; contractor costs rose by $1,200.
CHECK: Was the extra work tied to jobs billed next month?
SOURCES: August and July P&L · accrual basis
Sample only. Your assistant uses your approved business information.
A CLEAR JOB DESCRIPTION
Here’s what comes
off your plate.
- One company’s monthly financial exports
- P&L, balance sheet, and invoice-aging analysis
- Period comparisons with clear caveats
- Owner-reviewed invoice reminder drafts
Unlike the Ops Analyst’s fixed monthly report, this assistant answers your follow-up questions. It separates what the records show from possible explanations and asks when the data cannot support an answer.
A good fit for
Owners with up-to-date financial exports who want help understanding them.
What we need to get started
- Standardized P&L, balance sheet, and aging exports
- Reporting periods, currency, and accounting basis
- Invoice terms and your reminder tone
A SIMPLE START
Three steps. A lighter day.
WANT TO LOOK A LITTLE CLOSER?
Get the details.
Skip the pressure.
Three short emails from WestSherman about the CFO Assistant: how it works, what to prepare, and whether it fits your business. Unsubscribe anytime.
A few things to know.
What are the limits?
Export-based plan; live QuickBooks integration is not included. Not a CPA, bookkeeper, or licensed financial adviser. No payments, journal entries, tax filing, or autonomous collection.
At your allowance, new work pauses until the next billing period. We notify you before the limit. Unused allowance does not roll over. Additional work requires a separately agreed plan - never an automatic charge.
Is this a human employee?
No. This is an AI-assisted service configured with your approved information. You remain responsible for business decisions and reviewing drafts. We do not guarantee sales, savings, reviews, or error-free outputs.
What happens after I pay?
You complete a short onboarding checklist and supply the listed business information. Standard setup is included; custom integrations are outside this plan. We confirm compatibility before activating your workflow. If we cannot deliver the advertised standard setup, we refund your first payment and cancel renewal.
Can I cancel without a call?
Yes. Use the billing page to manage your subscription. There is no cancellation fee or minimum term. Cancel online before renewal; your service continues through your paid period.