Browser-based finance operating systems for deal-stage CFOs, fractional CFOs, and controllers who don't have time to rebuild the same spreadsheets every month. No software. No subscription. No IT ticket. Open the file — your workflow is already set up.
The full lineup of interactive finance operating systems and books. Instant download, lifetime access, one-time price.
Discovery funnel for operator templates. Same toolkits, marketplace pricing, Etsy's review and purchase protection.
The full StackedCFO book catalog on Kindle. Field manuals for founders, CFOs, and deal-stage operators.
How the other side of the table reads your numbers.
The add-back rejection rate table: which of the 20 most common categories gets contested more than half the time, and exactly what documentation converts a contested add-back into an accepted one. From the side of the table that does the rejecting.
The memo the auditor doesn't send back.
The three questions an audit senior is trained to ask about every material judgment — and the order they ask them in, because the second question is the one that exposes whether the memo was written before or after the conclusion.
What the board reads before you finish the first slide.
The order operating partners actually read a board deck: cash first, then the variance you tried to bury on slide 9, then the number you led with. The single slide that determines whether the rest of the deck gets scrutinized or trusted.
The forecast doesn't break when someone asks "what if."
The scenario the board never asks for but always remembers: the downside case that shows the exact month cash runs out, modeled before anyone asks. Showing the downside first is what builds the credibility to defend the base case.
The close that survives the person who runs it.
The close task that never makes the checklist because it lives in one person's head — and is the first thing that breaks when they leave. The most expensive thing in accounting isn't the software; it's the institutional knowledge that walks out the door with two weeks' notice.
Run the practice like the businesses you advise.
The client concentration number that quietly turns a thriving practice into a fragile one: when a single retainer crosses the threshold where losing it doesn't dent the month, it ends it. The utilization-and-realization math that separates a practitioner billing hours from one building an asset.
The tax position you can defend before you're asked.
The book-to-tax differences an examiner expects to see versus the ones that get a return pulled — and why a perfectly clean M-1 with zero adjustments is itself a flag. Written from the side of the table that decides which returns to look at twice.
Liquidity is an answer you have, not one you assemble.
The covenant the lender watches that isn't the one in the credit agreement: the trend in unhedged FX exposure as a proxy for whether management understands its own balance sheet. What a deteriorating hedge ratio signals to a credit committee long before a covenant is actually breached.
The entire finance function, productized.
Bought as individual bundles: $1,800+. The suite is $797.
The whole stack a transaction-experienced CFO actually runs — the close, the technical memos, the forecast, the board narrative, the diligence prep, the tax position, the treasury view, the revenue recognition, and the practice layer that runs it all. One operating system for the finance function, sequenced the way the work actually moves.
Each tool is a single HTML file that opens in any browser on Mac or Windows. Works offline. Data saves automatically in your browser. Nothing to install. No subscription. You own it permanently.
Three of the ten tools (Technical Accounting OS, Global Treasury OS, Revenue Ops & Deal Contracts OS) have AI-powered modules that require your own Anthropic API key — set up in about 60 seconds. The non-AI modules in those tools work without one.
These are drafting, analysis, and workflow tools, not signed audit opinions, tax filings, bank-connected payment systems, or substitutes for licensed professionals. A qualified professional reviews and owns the final conclusion.
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