Protect your financial health. Shield your business.

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The Dashboard

Protect your financial health with informed reporting.

CFO Shield reports on a laptop screen

Get beyond the numbers.

As a business owner, you need to understand all the financial aspects of your business beyond the numbers. You need to understand the meaning of the numbers and how they are impacting your business. 

Our customized dashboards break down every transaction into easy-to-understand reports that can help steer your company to success.

Dashboard Features

Work with CFO Shield

Getting started is simple.

Take Our Simple Survey

Answer three simple questions on our survey to see if your business is a good fit for CFO Shield!

Choose Services

Choose services a la carte or create a customized financial management solution for your business.

Get Started!

You will love the time you’ll save by letting CFO Shield manage your financial services!