Fractional CFO
What a fractional CFO does that a bookkeeper doesn’t
Bookkeeping tells you what happened. A fractional CFO helps you decide what to do next. Here is the practical difference, and when it starts to matter.
Clients
Client Access
Securely exchange documents and find helpful updates from Dansby CFO+.
Secure Document Exchange
Send your documents securely.
Send tax records, financial statements, and other confidential files through our secure document exchange. Please do not email sensitive documents.
Dansby CFO+ uses Encyro, a secure document-exchange service, to receive client files. Your upload travels over an encrypted HTTPS connection directly to Encyro and is delivered to the firm inside Encyro’s protected environment. This website never receives, stores, or processes your files.
Open Secure Document Exchange (opens in a new tab)
The secure document exchange opens in a new browser tab at Encyro. You do not need an Encyro account to send files.
Please note
Uploading a document does not by itself create a client engagement. Engagements begin only with a signed agreement. If you are not yet a client and are exploring whether Dansby CFO+ is the right fit, please start a conversation first rather than sending records.
Client Help
Questions about client access.
For general website inquiries or help with client access, email justin@dansbycfo.com or call 850.912.9130. Sensitive documents and personal financial information must not be sent by email — use the secure document exchange above.
If you cannot use the secure document exchange, call and we will arrange another protected method.
Insights & Client Updates
Helpful reading from the firm.
Insights
All insights from Dansby CFO+
Practical reading on fractional CFO advisory, financial reporting, cash flow, and the decisions owners face.
Looking for accounting, tax, or fractional CFO support? Explore our services or schedule a conversation (opens in a new tab).