CFO Office Hours: Ask Me Anything
The community’s top advisory questions answered
By Popular Demand: Expert Answers to Your Toughest Advisory Questions
Validate Your Advisory Approach with C-Suite Perspective
As accounting professionals delivering high-value advisory services, you've built expertise and guided clients through complex financial challenges. But have you ever wondered: "How would a CFO approach this?"
Join us for an exclusive 45-minute office hours session where accounting professionals like you will have direct access to Fady, a seasoned former CFO and current CEO. This focused, no-fluff conversation allows you to discuss strategic approaches, validate methodologies, and gain invaluable C-suite perspective, without the steep hourly rate.
Why Attend?
You'll have the opportunity to:
- Validate your current advisory approaches against executive expectations
- Refine your strategy with insider perspective
- Gain tactical insights to enhance your client relationships
- Hear the most frequently asked questions of your peers
Community-Sourced, Real-World Value
We've gathered the most pressing questions from our community to ensure maximum value in minimum time. Have a specific question? Either submit it live or send it over during registration and we'll prioritize community themes.
Meet our speaker
Learn from industry experts with years of experience, ready to share actionable insights and proven strategies.


FAQs
Everything you need to know about the product and billing. Can’t find the answer you’re looking for? Please chat to our friendly team.
Firm Plan – Best for accounting firms, advisors, and fractional CFOs managing multiple clients. Scales as you grow. Business Plan – Ideal for in-house teams that want real-time forecasts, cash flow, and financial visibility — fast. Still not sure? Talk to us — we’ll help you choose the right fit.
Clockwork seamlessly integrates with QuickBooks Online and Xero. All you need to do is authorize the connection to your accounting system when you sign up, and Clockwork will automatically sync and analyze your transactions every hour to drive the financial models, train the forecasting AI, and provide key performance insights in real time. It’s also a one-way sync, so Clockwork will never change any data in your accounting system.
Clockwork connects directly to your accounting software (like QuickBooks or Xero) and uses historical transaction data to build a full 3-statement financial model instantly — no setup required. Our platform analyzes trends in revenue, expenses, payroll, and timing to create accurate, real-time forecasts that update automatically each week. You can customize assumptions, model scenarios, and see how changes impact your cash flow — all without spreadsheets.
No long-term contract required — Clockwork is month-to-month by default, so you can cancel anytime. Prefer to go annual? You’ll get a discounted rate when you choose an annual plan. It’s flexible either way — choose what works best for your team.
Yes — Clockwork has a dedicated Firm Plan built for CPAs, fractional CFOs, and advisory firms. You can manage multiple clients from a single dashboard, customize access, and scale as you grow. We also offer partner benefits, white-glove onboarding, and resources to help you deliver high-impact advisory services at scale.
Nope, all of the Clockwork plans come with unlimited users to be able to plan and coordinate with everyone on your team.
We’ve got you covered. Every Clockwork account includes access to live chat, email support, and step-by-step guides. Need more hands-on help? Our team offers onboarding sessions, product training, and advisory best practices — all tailored to how your firm works. Support from real humans. No ticket queues. No getting ghosted.
Clockwork connects directly to QuickBooks Online and Xero in just a few clicks — no setup calls, no custom mapping, and no IT team required. Once connected, Clockwork automatically pulls in your financial data to generate forecasts, cash flow projections, and reports in minutes. Your data stays synced in real-time, so everything stays accurate without any manual updates. Set it up once, and you’re good to go. Instant value, zero implementation.
Live Events with Clockwork
From insightful discussions to meaningful networking opportunities, each moment is designed to deliver value and foster professional growth.