As a Public Benefit Corporation, our goal is to create a diverse and inclusive user base. By partnering with us, PocketCFO™ will curate a financial education curriculum for the companies you support as well as provide special pricing options.
PocketCFO™ automates financial data and makes it easily accessible for business owners and their advisors. By partnering with us, you can save time managing your clients by ensuring they are fully equipped to handle their finances. Inquire within so we can customize a plan that's right for you.