Advisory Enablement Services for Bookkeepers, Tax Pros & CPAs, Fractional CFOs, and Accounting Firms
A recurring revenue line for your firm.
Live dashboards for your clients.
All built and maintained for you.
Live dashboards for your clients.
All built and maintained for you.
Zuma Reports builds turnkey, live financial dashboards for your clients. You offer them. We produce them. No software to learn, no analysts to hire — just a new client advisory offering at a fixed cost. Every dashboard connects to your client’s QuickBooks Online, Xero, or other data source and updates automatically.
No credit card, no commitment, just a free trial for your firm, plus dashboards and reporting for one client
Something Clients Really Want
Real-time financial reporting is something clients are already asking for — and firms that offer it are being rewarded for it.
Clients are asking
93%
of accountants say real-time financial insight is critical to their clients’ success
It's growing fast
61%
cumulative growth firms have seen in CAS revenue since 2022
It pays well
$156,250
median net client fees generated by professionals doing CAS work
Per AICPA, CPA.com, and Intuit QuickBooks surveys.
How it works
How it works
01
Connect
Sign up for your free trial, then connect Zuma to your client's accounting software. That’s the only access we need.
02
We build it for you
Once you’re connected, our team designs and builds the dashboard. You never touch a template, a spreadsheet, or a chart.
03
Invite your client
Click “Add client,” enter their name and email, and they get their own login to a live, firm-branded dashboard that updates automatically as their books do. No manual reports, ever.
04
Recurring revenue
Every dashboard is a monthly line item for your firm. Add a client, add revenue. You set the price.
No credit card, no commitment, just a free trial for your firm, plus dashboards and reporting for one client
What you get
What you get
A live, firm-branded dashboard — built around the numbers your clients actually care about.
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Live, auto-updating financials — never a static report
Firm-branded — your name on your client’s portal
Nothing for your client to set up or learn
Custom designed dashboards tailored to your clients business
Built for people doing the work
Solo Bookkeepers
You manage the books for multiple clients and want another revenue stream — without adding more manual reporting to your plate.
Fractional
CFOs
CFOs
You already give clients strategic advice. Zuma turns that into something they can check anytime, not just hear once a month.
Tax Pros & CPAs
Your tax season pays the bills. Zuma gives clients a reason to log in — and you an opportunity to grow — the rest of the year.
Accounting Firms
You keep hearing CAS is where the growth is. Zuma lets you add it across your client base without building or staffing anything yourself.
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You want to offer clients a live, branded dashboard without building or maintaining it yourself
You want your firm’s name in front of the client every time they log in — not a third-party tool’s logo
You don’t have an engineer or BI analyst on staff, and don’t want to hire one just to build dashboards
No credit card, no commitment, just a free trial for your firm, plus dashboards and reporting for one client
How much revenue are you missing out on?
How many clients could you offer this to?
5 clients
1 20
Revenue you're not collecting — per month
$5,000
Per year
$60,000
Based on $1,000/client/month — your own starting price may vary.
Why "Done For You" is better than "Do It Yourself"
DIY dashboards aren’t a one-time build — they’re a maintenance job that gets heavier every time you add a client. Every chart-of-accounts change means a rebuild. And it’s usually your highest-paid advisor stuck doing it instead of billable work.
Zuma Reports is the finished product — built once, maintained for good, at one fixed price no matter how many clients you add. When a client’s chart of accounts changes, we handle the rebuild. Your advisors stay on billable work, not maintaining dashboards.
FAQs
FAQs
Q: How does my client actually see their dashboard?
A: Through a portal branded to your firm. 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. the numbers and reporting are always up to date so you walk into any advisory conversation ready to go.
Q: How do you get access to my client's data?
A: You grant us access to the client's QuickBooks or Xero. A one-time step, nothing for your client to install.
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 only works with firms and CFOs, never directly with 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.
A: Through a portal branded to your firm. 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. the numbers and reporting are always up to date so you walk into any advisory conversation ready to go.
Q: How do you get access to my client's data?
A: You grant us access to the client's QuickBooks or Xero. A one-time step, nothing for your client to install.
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 only works with firms and CFOs, never directly with 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.
No credit card, no commitment, just a free trial for your firm, plus dashboards and reporting for one client
Zuma Reports is a product of Shorecliffs Capital LLC.
501 N El Camino Real, Suite 215, San Clemente, CA, 92672
Terms of Service Privacy Policy
501 N El Camino Real, Suite 215, San Clemente, CA, 92672
Terms of Service Privacy Policy