advisory enablement service for accounting firms & fractional cfos

we build the tools.
you build the relationship.
you keep the upside.

we build and maintain advisory-grade dashboards and reports for you. no new software to learn. just more advisory retainers, without more work behind each one.

see for yourself

what we build

dashboards and reporting built for you, around the numbers that matter most.

we know what to show, you know what to say.

what we handle every month

take dashboards and reporting from do it yourself to done for you.

live dashboards

we connect straight to QuickBooks/Xero and keep the dashboard current — no static PDFs, no manual rebuild, nothing to maintain monthly

you're never walking into a meeting with stale numbers or spending hours pulling a dashboard snapshot together

monthly meeting templates

we build a structured guide around that same live data, tailored to what matters for that client

turns raw access to data into a ready-to-run advisory conversation — no prep time lost figuring out what to say

client updates

we send a snapshot emailed directly to the client on your behalf in whatever cadence makes sense, so they're always in the loop even if they never log into the portal.

keeps your firm's name in front of the client between meetings, without relying on them remembering to check anything

what is advisory enablement?

skip building the capability, not the relationship.

you handle the advising: the trust, the calls, the years of actually knowing a client's business. we just hand you the CFO-level capability behind it, so you don't have to build or hire in-house yourself.

how it works.

your clients only ever hear from you.

step 1 -
you spot
the fit

step 2 -
we build it

step 3 -
we deliver it

step 4 -
you run with it

you already know which clients need advisory-grade dashboards and reporting. the ones just a standard financial statement isn't serving. that's who we build for.

we analyze the business, then build live dashboards and a monthly meeting template around what actually matters for that company.

we build a portal branded for your firm to give clients on-demand access to their live dashboards. that same portal sends them snapshot updates automatically, so they're covered even if they never log in.

you own the meeting and the relationship. you pay zuma a flat monthly fee. what you charge your client, is your upside to keep.

about us

we've sat in your seat for years.

we spent years as CFOs and VPs of Finance before this — working with the numbers, in the room when the real decisions got made. even then, we noticed how much time got lost to building and maintaining the reporting itself, and figured we weren't the only ones. we started zuma to solve exactly that — advisors spending more time learning and running dashboard software than working with clients. now we build the dashboards and reporting for you, so you can grow their practice without the backend work capping their potential

FAQs

Q: How does my client actually see their dashboard?

A: through a portal branded to your firm — your name, your logo. your client logs in there and you control who gets access, which makes the tool itself one more reason they stay with you.

Q: How much setup and maintenance work does this require?

A: almost none on your end. we build the dashboards and keep them live. every month we deliver a full meeting template so you walk into the advisory conversation ready to go.

Q: How do you get access to my client's data?

A: you grant us view/read only access to the client's QuickBooks or Xero a one-time step, nothing for your client to install or set up.

Q: Who is this actually for?

A: accounting firms and fractional CFOs who already have the client relationship and want to layer in advisory work deliverables, not firms looking to hand that relationship off to someone else.

Q: Will you ever work with my client directly?

A: no. zuma is only works with firms and CFOs, never direct to the end client.

Q: How is this different from tools like Fathom or Syft?

A: those are self-serve software with them you'd be the one learning it, building in it, and maintaining it. we're not a tool you operate. we're a team of former CFOs who build and maintain the dashboard for you, so you get advisory-grade output without having to do the backend work yourself.