CFO in a Box™ connects to your QuickBooks Online account and gives you the financial thinking that usually requires a full-time CFO. It reads your books, learns your business, and helps you understand what your numbers actually mean and what to do about them.
$99/mo
Simple, transparent pricing
14 days
Free trial, no charge upfront
4
Tools, one advisor
ANC
Methodology-grounded
What it is
Your bookkeeper keeps your records current. Your accountant files your taxes. Neither is paid to help you think through whether you can afford to hire, why your margins are shrinking, or whether your pricing makes sense. That is the gap CFO in a Box™ fills.
Every piece of guidance is grounded in Anne Napolitano's methodology, developed through years of hands-on CFO work with real businesses. The experience is designed to feel like a conversation with a trusted advisor, not like using software.
What's inside
AI-powered CFO advisor
Asks questions, reads your financials, and gives specific guidance. Remembers your business and picks up where you left off, conversation after conversation.
Book Health Check
Scores your QuickBooks setup across eight dimensions and tells you exactly what to fix and why it matters, before small issues become big ones.
Live financial dashboard
Revenue, margins, and cash position, pulled directly from QuickBooks. Key metrics without having to run a report every time you need a number.
Scenario modeling
What happens if revenue drops 20%? Can you afford to hire? Run the numbers before you commit to a decision.
Who it's for
This is not for everyone. It's built for a specific profile: small service business owners who have real financials but no one helping them make sense of what those numbers show.
Service business owner (agency, firm, studio, consultant, contractor)
Revenue roughly $100K–$5M per year
Already on QuickBooks Online
Making real decisions: hiring, pricing, slow months
Has a bookkeeper or accountant, but wants more than compliance support
What keeps them up at night
“Cash is tight even though the business seems to be doing well.”
We tell you why and what to do about it.
“I'm thinking about hiring. I don't know if I can afford it.”
We run the numbers with you before you commit.
“Revenue was down last month. Is it a trend or a blip?”
We look at the pattern and give you a read.
“My accountant handles taxes. Nobody helps me think bigger.”
That's exactly what this is for.
Not a fit
Free trial offer
$99
per month · 14-day free trial
Full access to all features from day one
14 days free, cancel anytime before it ends
Direct line to Anne and the ANC team
Personal onboarding to get you set up
No charge during your 14-day trial. Cancel anytime, no long-term contract.
How it works
CFO in a Box™ is live today. The advisor, the Book Health Check, the dashboard, and scenario modeling all work from your first login. Every new business also gets a hands-on start instead of just a login.
Start your 14-day free trial today — no credit card charge until day 15. Cancel anytime before your trial ends and you won't be charged at all.
Start your free trial
Create your account and start using CFO in a Box™ today. Your card won't be charged until your 14-day trial ends.
Sign up for free trialCancel anytime from your account settings — no need to email us.
About ANC
ANC is a financial advisory firm based on Long Island, New York. We work with business owners across the country on the financial questions that accounting alone doesn't answer: why cash is tight, whether margins are healthy, what growth actually costs.
CFO in a Box™ is built on the methodology we've developed through years of this work, made accessible to business owners who aren't ready for a full advisory engagement.
Questions?
hello@cfoinabox.com