Sales Co-Founder Wanted - AI FP&A Platform for QuickBooks SMBs
What I built:
Foresight is an AI-powered financial intelligence platform for the 8 million businesses on QuickBooks that don't have or can't afford a CFO. The full product includes live financial statements, 12-week cash flow planning, 12-month three-statement forecasting, variance analysis, rolling forecast, hiring and scenario modeling, Foresight Intelligence (AI insights across their financials), and Ask Foresight, a conversational AI CFO grounded in their actual QuickBooks data. There's also a firm tier for CPAs, bookkeepers, and fractional CFOs to run it across their entire client base from a single dashboard.
I have 8 years of FP&A and Strategic Finance experience at Fortune 100 and high-growth tech companies. I know this market because I worked in it. I understand exactly what SMB owners are missing and why the existing tools fall short. The product is complete and ready.
The opportunity:
- 8 million QuickBooks users globally
- Xero integration on the near-term roadmap, adding another 4.2M users globally
- $21.6B TAM not including Xero
Where things stand:
The product is live. Currently going through the final security review for the QuickBooks App Store. Rescan scheduled for June 26th, targeting App Store launch in mid to late July. Cold email is warming up in parallel.
What I need:
Someone who can get in front of SMB owners, CPAs, and bookkeepers and have real conversations that turn into customers. Not cold email blasts. Not waiting for inbound. Actually building relationships in this market from the ground up and owning the full GTM motion: strategy, outreach, partnerships, and closing.
The deal:
Co-founder, not a sales hire. Meaningful equity with standard vesting. No salary right now. This is an early stage bet on a product that's ready to go to market.
Who I'm looking for:
Someone with direct connections or real experience selling to SMBs, CPAs, or bookkeepers. A background in accounting software, fintech, or financial services is a plus but connections to this market matter more than credentials.
If this is you and you're interested, let's talk.
3,000 emails and still no first customer is not always a channel problem
This is a serious product, but I’d tighten the GTM ask before looking for the sales cofounder.
“SMB owners, CPAs, and bookkeepers” are three different motions. SMB owners feel the pain directly, but they are harder to reach and trust is slower. CPAs, bookkeepers, and fractional CFOs already have the client relationships, so they may be the cleaner first wedge.
The cofounder you want is probably not just “someone who can sell.” It is someone who can build one repeatable channel:
CPA/bookkeeper partner conversations
QuickBooks App Store launch conversion
fractional CFO use-case proof
then SMB owner expansion from those relationships
That makes the role easier to evaluate too. Instead of asking “can this person do GTM,” the test becomes: can they get 20 serious CPA/bookkeeper conversations before the App Store launch?
I’d also make the pitch less TAM-led and more pain-led. The strongest line is probably not 8M QuickBooks users. It is:
“QuickBooks tells SMBs what happened. Foresight helps them see what happens next.”
That is the buyer hook.
Happy to put a tighter version in writing if useful. The useful part would be the first GTM wedge, partner outreach angle, and what a real sales cofounder test should look like before July launch.