What does the 30-minute call actually cover?
We connect QuickBooks or Xero to your workspace live, walk you through the dashboard, and have your morning brief set up before the call ends. You leave with a working setup, not a sales pitch.
Frequently Asked Questions — Velocity CFO
Frequently Asked Questions
Do I need to have clean books before signing up?
No. Velocity CFO connects to your actual ledger and works with what's there. The dashboard shows you the truth regardless — messy books just mean the first brief is more interesting.
What does Velocity CFO connect to?
QuickBooks Online and Xero via OAuth 2.0. Read-only by default — nothing is written to your books without your explicit approval on a per-action basis.
Can I use one Bemodo login across Velocity Engine and Velocity CFO?
Yes. cfo.bemodo.com and bemodo.com share one account, one workspace, and one billing profile. Paid CFO subscribers also get Velocity Engine PRO included at no extra cost.
What are CFO hours?
1:1 time with an experienced CFO. Some tiers include hours per month; additional hours are available a la carte directly from your dashboard. Your advisor knows your numbers before you dial in.
Is there a setup fee?
No. We walk you through the QuickBooks connection and dashboard setup during your first call at no charge. You start seeing your brief the next morning.