CFO client dashboard

Your numbers, ready when you are.

Your dashboard shows your business financials, prepared and reviewed by our team. Sign in anytime to check where you stand before your next CFO meeting, or any day in between.

No password to remember
Only you see your company
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Client sign-in

Select Go to my dashboard below.
Enter the email address we have on file for you, then select Send login code.
Check your inbox for a one-time code and enter it. Your dashboard opens.

Go to my dashboard

Don't have a dashboard yet? Call (210) 884-5067 and we'll get you set up. The same number helps if you have trouble signing in.

Inside your dashboard

The view we use to advise you, now in your hands.

Your monthly financials

Profit and loss and balance sheet results from your books, updated as we close each month.

Trends at a glance

Revenue, expenses, and cash shown over time, so you can see the direction and not just one month.

Ready for our meeting

We review the same dashboard together in your CFO meetings, so you come in knowing the story.

Sign-in help

Quick answers if you get stuck.

I didn't get a code.

Give it a minute, then check your spam or junk folder. Make sure you used the email address we have on file. A different address won't receive a code.

My code stopped working.

Codes expire after a short time and work only once. Go back to the sign-in page and request a new one.

I need to change my sign-in email.

Call us at (210) 884-5067 or email info@sbsofsa.com and we'll update your access.

Where do I send documents?