Industry pack

Fractional CFO & Bookkeeper Hub OS

Fractional CFO & Bookkeeper Hub OS: month-end close and client kpis, connected to accounts, deals and engagements - calculations, views and example rows already set up.

Linked databases: 7
Automatic calculations: 14
Ready-made views: 17

Saves time
Close checklist per client per month - reconciliations, payroll and reports - with days to close calculated.
Connected data
Monthly revenue, burn and cash per client - runway in months is calculated for the board pack.
Calculated for you
Weighted pipeline value = deal value x probability, per deal and in total
Nothing missed
Billable hours turn into unbilled value per engagement automatically

See what is inside ↓

How you get it

1. Buy once, or use one of your membership downloads.
2. Open the link we email you and click Duplicate.
3. It lands in your Notion workspace with every database, link, formula, view and example row ready - works on Notion's free plan.

The Fractional CFO & Bookkeeper Hub OS dashboard in Notion with example data — Real screenshot of the dashboard in Notion with the example rows it ships with. Your industry databases appear in their own section below it.

The full system plus optional everyday extras (inbox, tasks, journal and more). Nothing else to buy.

Fractional CFO & Bookkeeper Hub Pack

Close checklist per client per month

Fractional CFO & Bookkeeper Hub OS: month-end close and client kpis, connected to accounts, deals and engagements - calculations, views and example rows already set up.

Linked databases

Connections

Automatic calculations

Ready-made views

⏱️

Saves time

Close checklist per client per month - reconciliations, payroll and reports - with days to close calculated.

🔗

Connected data

Monthly revenue, burn and cash per client - runway in months is calculated for the board pack.

📊

Calculated for you

Weighted pipeline value = deal value x probability, per deal and in total

✅

Nothing missed

Billable hours turn into unbilled value per engagement automatically

🔍

🔎

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