CFO STARTER KIT

As a business owner, you are responsible for the financial health of your organization. We know it is crucial to plan, organize, control, and monitor your business while maximizing profits and reducing costs. Today there are a number of financial management tools to help you with finance business processes. Often, we are asked, which one is the best. To make things a little easier we have put together a list of 11 support tools and resources that we recommend. Some even have a special offer when purchasing from the provided link. Let us know if you have questions about a specific tool as we want to make sure you have the right tools for your business.

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Core Subscriptions (cap table, 409a vals, etc): 20% off their first year AND 100% waived implementation fees (typically 25% of first-year contract). Carta Total Comp: 20% first year discount. This offer is available to new customers and current customer upgrades.

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Interim CFO companies get 10,000 points on signup.

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Core Subscriptions (cap table, 409a vals, etc): 20% off their first year AND 100% waived implementation fees (typically 25% of first-year contract). Carta Total Comp: 20% first year discount. This offer is available to new customers and current customer upgrades.

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Core Subscriptions (cap table, 409a vals, etc): 20% off their first year AND 100% waived implementation fees (typically 25% of first-year contract). Carta Total Comp: 20% first year discount. This offer is available to new customers and current customer upgrades.

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Core Subscriptions (cap table, 409a vals, etc): 20% off their first year AND 100% waived implementation fees (typically 25% of first-year contract). Carta Total Comp: 20% first year discount. This offer is available to new customers and current customer upgrades.

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Core Subscriptions (cap table, 409a vals, etc): 20% off their first year AND 100% waived implementation fees (typically 25% of first-year contract). Carta Total Comp: 20% first year discount. This offer is available to new customers and current customer upgrades.

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Core Subscriptions (cap table, 409a vals, etc): 20% off their first year AND 100% waived implementation fees (typically 25% of first-year contract). Carta Total Comp: 20% first year discount. This offer is available to new customers and current customer upgrades.

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Core Subscriptions (cap table, 409a vals, etc): 20% off their first year AND 100% waived implementation fees (typically 25% of first-year contract). Carta Total Comp: 20% first year discount. This offer is available to new customers and current customer upgrades.

Carta Logo
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Core Subscriptions (cap table, 409a vals, etc): 20% off their first year AND 100% waived implementation fees (typically 25% of first-year contract). Carta Total Comp: 20% first year discount. This offer is available to new customers and current customer upgrades.

Zapier Logo
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Core Subscriptions (cap table, 409a vals, etc): 20% off their first year AND 100% waived implementation fees (typically 25% of first-year contract). Carta Total Comp: 20% first year discount. This offer is available to new customers and current customer upgrades.

Carta Logo
View Deal

Core Subscriptions (cap table, 409a vals, etc): 20% off their first year AND 100% waived implementation fees (typically 25% of first-year contract). Carta Total Comp: 20% first year discount. This offer is available to new customers and current customer upgrades.