Our CFO Accounting Tech Stack for Small Businesses

Videos mentioned: What can Jirav really do? A demo of the FP&A platform: https://youtu.be/jsCkmprZnM8 How to do Stuff in QBO Playlist: https://www.youtube.com/playlist?list=PLUcXTCG4ArAlATaIlyGPM94PEs_icwSFb Links we mentioned: QuickBooks: https://claracfo.com/QBO - Get a free 30 day trial plus 30% off for a FULL YEAR! Justworks: https://claracfo.com/Justworks Right Tool: https://righttoolpro.com/register - use the code CLARACFO for 20% off the monthly price and ClaraCFO100 for 20% off the annual price Harvest: https://claracfo.com/Harvest - Get a 30 day free trial plus a $10 credit towards your first month Melio: https://claracfo.com/melio - Melio is FREE to use! Jirav: https://claracfo.com/Jirav Canopy: https://claracfo.com/Canopy - Do a Demo of Canopy and get a $50 Amazon gift card! In this video, we dive into the tech stack used in our CFO practice, perfect for small business owners and professional service businesses. We'll cover essential tools, their benefits, and costs, all aimed at simplifying your financial management. Explore these tools and streamline your financial operations. Don't forget to leave a comment with your favorite tools and like the video if you found it helpful! In this video you will find: 00:00 - Intro 2:35 - QuickBooks Online 3:59 - Payroll System: JustWorks 6:00 - RightTool for QuickBooks Online 7:32 - Time Tracking: Harvest 9:40 - Bill Payment: Melio 11:01 - FP&A Tool: Giraffe 12:54 - Practice Management: Canopy To learn more about CFO services for B2B services providers making over $1M in annual revenue, go to: https://claracfo.com/services Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰 Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience. CODE: MB01W0EVBC9FFJB