Download CFO Sidekick – FREE App!

Our virtual CFO mobile app, CFO Sidekick, is now published and available on the App Store. It currently works on the iPad (version 8.0 or higher).  Great for business owners and accountants that use QuickBooks Online.

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Accounting/Tech Duo Launching ‘Mobile CFO’

Michael Thompson March 7, 2016 (Richmond BizSense Article)

Steiner and Jones plan to launch the app this month.

Dan Steiner was watching “The Today Show” last year when inspiration struck.

At the time, Steiner, who runs West End accounting firm Steiner Business Solutions, was frustrated with the difficulty he had getting meetings with clients and potential clients, and was looking for a different way of getting in touch.

“What’s the best way to get in front of people if they won’t take phone calls or emails?” Steiner wondered. “They aren’t sitting behind a desk. They’re all on tablets and phones.”

That’s when he saw a Today Show segment about a fitness app – and it hit him: “I blurted out, ‘There should be a mobile CFO app.’”

“I pulled out a legal pad and made a first draft of the app that morning.”

From that, CFO Sidekick was born.

Sidekick is a mobile app that can track and analyze a business’ revenue, profitability and liquidity. It will also be able to store documents and let users communicate with each other, as well as offer daily tips on business practices and a glossary of accounting terms.

Steiner created the product with the help of Nick Jones from local app development firm NS804Apps. During the six-month development process the two struck a deal that made Jones a minority partner in the venture.

“I wanted him to have some skin in the game,” Steiner said. “I wanted a big picture relationship.”

So far they’ve developed the app, tested it with a handful of people, and are in the process of applying to make it available in Apple’s and QuickBook’s app stores. They plan to launch it this month for iPads and eventually hope to make it available for Android tablets, as well. It will be free to download when it launches to build up its user base.

Steiner and Jones would not say how much it cost to develop the app.

Steiner, who’s also an investor in local chocolate maker Chocolates by Kelly, said they aren’t just hoping small business owners will find the app useful: he hopes to license it to other accountants as a tool for drumming up business.

“The goal is (users) are going to start paying attention to their numbers and realize they need even more help,” he said.

CFO Sidekick will eventually make its money through ad revenue and premium services that will be available after the app has built up a user base.

Steiner and Jones also have another app up their sleeve. They’re preparing to pitch to investors next month to help development an app called Boardroom that is a spin off of CFO Sidekick’s communication feature.

Steiner said he sees an opening in the accounting field with the development of mobile apps.

“My profession is very slow to adopt change,” he said. “It’s very intimidated when it comes to adopting technology.”

Who Doesn’t Love Chocolate

Dan Steiner, CEO of Steiner Business Solutions, is now part owner of Chocolates By Kelly (CBK), a well known and respected retailer in Richmond, VA.  Kelly Walker, majority owner of CBK, and Dan both felt the combined expertise would drive growth and allow Kelly to concentrate on the things she does best, make and sell chocolate “lovelies”. CBK offers a wide selection of sweet treats in its retail shop as well as online at Looking for something a little more sophisticated for your wedding or corporate event? CBK has the technology to create chocolates and other special flavors perfectly personalized for you and your event. Need a photograph, special message, or logo on a chocolate bar? We’ve got you covered!

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Steiner Business Solutions In The News!

The Richmond Times Dispatch profiled Steiner Business Solutions in the popular Metro Business Section (under Trade Names) on October 19, 2015.  Click here to read the story.



What’s My Business Worth?


Join CEOs, Michael C. Smith of Endpoint Advisors and Dan Steiner of Steiner Business Solutions, on Monday, May 18th, 2015 for an interactive workshop on helping small to mid-market business owners increase the value of their business and assess the best options for leveraging equity. Some of the topics to be covered include:

  • Building Equity in Your Business
  • Sellability — what it means
  • Risk and Cash Flow
  • Financial versus Strategic Buyers — how to position the business
  • The 8 factors that Drive Value
  • How Those Factors Show up in Deal Pricing Today
  • How to Find Cash Flow in Your Business Now and Reduce Financial Risk

To get the most value from the workshop we suggest taking the Sellability Score survey. It takes about 15 minutes — no research necessary! Answers to the survey questions will be things you already know. Your Sellability Score is emailed to you immediately, revealing how “sellable” your business is and predicting the likelihood you’ll get a premium over industry average multiples when you’re ready to sell. At the seminar, you will receive a confidential personalized summary of your sellability and have an opportunity to schedule an in-depth review with the presenters.

Event Info:
8:00 a.m. – 10:00 a.m.
Can Can Brasserie
3120 West Cary Street
Richmond, Va 23221
$35.00 per person
Coffee & pastries will be served!

Seating is limited and paid reservations are required.
Please register online by Wednesday, May 13th, 2015


Free Webinar for Business Owners

The Basics of Reading Financial Statements

April 9, 2015  1:30pm

Do you know what you are looking at when you read a Profit & Loss or Balance Sheet report? Do you know how to identify things that should be red flags? This interactive webinar will help you become more comfortable with these key financial reports and explain just how important they are to managing your business. Take advantage of this FREE resource!



Hello Southside Richmond!

We understand that people on the Southside of Richmond may not want to make the “hike” to lovely Mechanicsville (Hanover County) to see us, so we’ve just recently secured a satellite office on your side of the river. Now there’s no excuse not to take advantage of the great service, value and expertise that our wonderful team of professionals delivers every day to our clients.  The new office, conveniently located in the Boulders Business Park, is by appointment only so please make sure you contact our main office first and speak to someone who can help you make arrangements.  The address is:

7400 Beaufont Springs Dr, Suite 300Regus Office
Richmond, VA 23225

We appreciate your support!