Turn personal-CFO work into a real service line
You're probably already doing this for a few clients — bill-pay, oversight, a monthly check-in — stretched onto tools built for something else. Qualaby Pro is the first software actually built for it: a multi-client hub and a client-facing portal, both running on the same real ledger as Qualaby Home.
Sarah Chen
Every client's Health Score, cash cushion, and net worth — always current.
Every client, one hub.
Switch between households without switching tools. Each client's books live on the same real double-entry ledger as Qualaby Home — Cash Cushion, Net Worth, and Financial Health Score, per client, updating the moment a transaction posts. Clients log in and see exactly what you've done.
Your actual practice roster — sorted worst-health-first, so you always know who needs you today.
Wholesale pricing when you host a client's full account — practice-friendly from client one.
See it with your own clientsYou're already doing this — here's what scales it
Excel or QuickBooks Online today
- Flexible, and you already know it well
- Built for a business, not quite a household
- No client-facing portal built in
- One client's books per file
Qualaby Pro
- Real double-entry, built for personal finances
- Clients log in and see exactly what you've done
- Every client from one hub — switch in a click
- Same real GL as Qualaby Home — nothing simplified
Client advisory services keeps growing fast: the latest AICPA & CPA.com benchmark survey put median net client fees at $156,250 per CAS professional, with practices growing revenue 17% year over year.
Everything the practice side needs
Multi-client hub
Switch between every client's books from one console — no separate logins, no separate files.
Client portal
Clients see exactly what you've done, in the same GL, whenever they want.
Same real GL as Qualaby Home
Every client's books on the same double-entry foundation — nothing simplified for the client side.
Wholesale client pricing
Practice-friendly rates when you host a client's full account.
AI-flagged patterns Coming soon
Spending shifts and allocation opportunities, surfaced for your review before anything reaches a client.
Modifiable summary emails Coming soon
A drafted monthly update per client, yours to edit before it goes out.
Built for the practice you're already building
Solo CPAs
Offering family-office or personal-CFO services on the side, or full time.
Small firms
Building out a personal CAS line without stretching business tools to fit.
Spreadsheet-first practices
You've built something that works in Excel — this is what it looks like once client households need to scale past it.
Ready to bring your clients on?
Create your account, then add Qualaby Pro from Settings — takes about two minutes.
Get Started