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FromCFO
PRIVATE FOUNDER OFFICE

One founder. Every company. One financial truth.

A named CFO connecting every company, personal capital, risk and major decision in one verified financial system.

Human CFO oversight · No custody of funds · Serbia

ILLUSTRATIVE DATA

Built for founders and high-income professionals across Serbia and the Balkans.

  • Digital agencies
  • SaaS
  • AI & automation
  • E-commerce
  • Company groups
  • High-income professionals
01BEFORE

Fragmented money creates invisible risk

Company and personal data live apart, go stale, and contradict one another — until they converge into one verified line.

  • 01

    A bank balance is not free cash.

  • 02

    Bookkeeping is not a forecast.

  • 03

    Several advisers do not add up to one financial truth.

Agency Ltd.SaaS Inc.HoldingAccountant IAccountant IIEURRSDUSDBank accountsPropertyPortfolioLoansTax liabilitiesPersonal guarantees

One source of truth instead of fourteen versions of the same number.

02ONE SYSTEM

Five stages, from fragments to a decision.

Every source is named and scheduled: banks, ledgers, contracts, payroll, property.

BankLedgerContractPayrollPropertyOne ledger
ILLUSTRATIVE DATA
03DIVISION OF WORK

A person makes the judgement. The system keeps the truth.

YOUR NAMED CFO
  • Verifies the numbers before they are reported
  • Applies judgement to structure, risk and timing
  • Prepares each major decision with options and consequences
  • Coordinates accountants, lawyers and banks
  • Takes your call before you sign
THE PLATFORM
  • Holds one continuous financial picture
  • Keeps every company and personal domain in one structure
  • Tracks freshness of every source
  • Records decisions and who approved them
  • Preserves an auditable history

FromCFO never takes custody of funds and never executes on your behalf. We prepare and coordinate; you decide and sign. We are not a licensed investment adviser or custodian, and specific regulated products are only ever arranged through a licensed partner.

04CHOOSE YOUR ENGAGEMENT

Three engagements, one financial truth.

Scope and fee are agreed after a private diagnostic conversation, based on the complexity of your situation.

01

FromCFO Business

Founders and owners of one company or a small group, with the personal side kept separate.

Removes

The lag between what the accounts say and what the business is actually doing.

You receive
  • Management reporting by company
  • 13-Week Outlook
  • Profitability by client or product

Not for founders who want their personal capital consolidated — that is Founder Office.

Open Business →
02

FromCFO Founder Office

Founders with several companies plus property, portfolio or guarantees.

Removes

Decisions made on one company's numbers while the rest of the balance sheet is invisible.

You receive
  • Founder Financial Map
  • Consolidated Founder Balance Sheet
  • Risk Map: guarantees, concentration, leverage

Not for owners of a single company with no personal exposure — Business is enough.

Open Founder Office →
03

FromCFO Private

High-income professionals, executives and specialists without a company of their own.

Removes

Strong income with no reserve, no allocation discipline and unmeasured risk.

You receive
  • Personal Financial Blueprint
  • Liquidity and monthly surplus
  • Baseline risk profile

Not for company owners who need company reporting — that is Business.

Open Private →
05DECISION GATE

A major purchase is never measured on price alone.

From “Can I afford this?” to “What does this change across the whole system?”

Purchase amount
€320,000
ILLUSTRATIVE DATA
06SECURITY & BOUNDARIES

Oversight, without taking control of your money.

See the full security model
  • 01

    No custody

    Funds are never held by FromCFO.

  • 02

    No unilateral transfers

    Nothing moves without your authorisation.

  • 03

    Least privilege

    Only the data needed for a decision.

  • 04

    Audit trail

    Every access and change is logged.

07Frequently Asked

Questions before the first call.

No. An accountant maintains records and statutory compliance. FromCFO turns those records into decisions: forecasts, liquidity, risk and preparation for major moves.

Build one financial truth.

The first conversation is confidential, and exists to establish whether FromCFO makes sense for your situation.

Scope and fee are agreed after a private diagnostic conversation, based on the complexity of your situation.