Your clients ask for cash-flow forecasting. You do not want to staff it.
Firms are moving off hourly billing. Most now price CFO and controller work above $2,500 a month, and 80% planned fee increases for 2026. The production work is the problem. Sage Peak runs Cash Desk for your clients under your name: your logo on the pack, your relationship, my review, the platform's automation.
Five steps
You introduce
One email to the client, copying me. I take it from there.
I onboard on one call
Twenty minutes with the client to set the cash buffer and confirm who gets the note. You can sit in or not.
The client connects QuickBooks
Through Intuit's consent screen, on their own screen. Nobody shares a password.
Weekly notes go out under your brand
Your logo on the pack, your firm's name in the signature line, my review behind it.
You see every client in one view
Your partner view lists each client, the latest low week and whether any alert is open.
Economics
From $350 per client per month, $300 at ten or more clients, three-client minimum. You set the client price. At $1,000 a client the margin is yours to keep, and the hiring you did not do is the point.
What you keep
The relationship and the margin.
What you avoid
Hiring, software you have to operate, and a second login for the client. They use yours.
Boundaries, stated plainly
- I do not do tax or bookkeeping.
- I do not solicit your clients for other services.
- Your clients' data is isolated to your partner view.
Two ways to start
Book a 20-minute partner call, or run one client free for a month and judge the notes yourself.