Financial Intelligence for F&B

Your numbers,
finally working
for you.

CFO Wiz™ connects to your QuickBooks and gives independent food & beverage operators the real-time financial clarity that used to take a full-time CFO to unlock.

Get Early Access See how it works ↓
CFO Wiz™ Dashboard
Net Sales
$84.2K
↑ 6.4% vs prior
Food Cost %
28.1%
↓ 1.2pts ✓
Labor %
31.4%
↑ 0.8pts
Powered by QuickBooks data Live sync ✓
QuickBooks Connected Food Cost % Labor % Occupancy % Platform Fees T12 Trending Income Streams COGS Mapping Real-Time KPIs Square + Clover + Toast QuickBooks Connected Food Cost % Labor % Occupancy % Platform Fees T12 Trending Income Streams COGS Mapping Real-Time KPIs Square + Clover + Toast

What you get

Enterprise-grade financial intelligence,
built for your scale.

The dashboards and KPIs that used to require a fractional CFO — now available the moment you connect your QuickBooks.

Real-Time KPI Dashboard
Food cost %, labor %, occupancy, platform fees — all the numbers that matter, calculated live from your actual QBO transactions.
T12 Trend Analysis
See 12 months of rolling performance side-by-side. Spot seasonal patterns and margin drift before they become problems.
Smart Account Mapping
One-time setup maps your QBO chart of accounts to F&B-industry KPI categories. No manual entry, no spreadsheet wrangling.
Built for F&B Operators
Not a generic finance tool. Every KPI, every label, every default is calibrated to restaurant, food truck, and food hall economics.
QuickBooks Native
Secure OAuth connection to your live QBO data. No CSV exports, no manual imports. Your books update, your dashboard updates.
Built by F&B Accountants
CFO Wiz™ is built by ScaleIt Financial — CPAs who work exclusively in food & beverage. We know what the numbers actually mean for your business.

How it works

From zero to your full dashboard
in under 10 minutes.

A guided setup wizard walks you through connecting your data and mapping your accounts. No accountant required.

01
Connect QuickBooks
Secure OAuth — CFO Wiz™ reads your data, never writes to it. Your QBO stays exactly as it is.
02
Map Your Accounts
Tell us which QBO accounts are Food Cost, Labor, Occupancy, and so on. One time. Takes 5 minutes.
03
Define Your Income Streams
Dine-in, takeout, catering, food truck — map each revenue source to its QBO class or account.
04
See Your Numbers
Your live F&B KPI dashboard loads immediately. Bookmark it. Check it every morning.

Built on real F&B experience

Trusted by operators
across the DMV.

CFO Wiz™ is built by ScaleIt Financial — a food & beverage accounting firm that has worked with dozens of independent operators, from food trucks to fast-casual to catering.

Timber Pizza Co. Call Your Mother Deli Lost Sock Roasters PhoWheels MasPanadas Mason Dixie Biscuit Co. + many more
100%
Food & beverage focused.
Not a tool built for everyone.
<10min
Average time from signup
to live dashboard.
1x
One-time account mapping setup.
Then it runs itself.

Get started

Ready to see your real numbers?

Connect your QuickBooks and have a live F&B KPI dashboard in under 10 minutes.


Get Early Access — It's Free

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