Know which client needs you this week, before they call.

Built by one of you

I still carry clients. I built this for my own book.

I'm Terry Smith. I have been in the numbers since 1985: staff accountant, controller, then 26 years as a CFO and VP of Corporate Development. A CPA since 1991 and a CITP since 2019, which means I bridge the gap between Finance and Technology. Today I keep the books for more than twenty companies and advise a handful of them as a fractional CFO.

Alinement OS is the operating system I could not find: strategy, priorities with one owner each, a weekly scoreboard, a meeting that ends in decisions, and the money layer, statements and a 13-week cash forecast, next to the operating data instead of two months behind it. Three companies run on it today, with eight of my accounting clients moving onto it.

More of the story

The advisor workspace, live today

Every client that invites you, on one screen, ranked by who needs you.

Each client company that invites you appears as one card. It shows a health score from zero to one hundred, how much of their goals are getting done and which way that's trending, issues that have sat unresolved for thirty days, and meeting activity. Above the cards sits a ranked list: "Who needs you this week." It sorts your clients by the signals that matter and states its reasons in plain language next to each name.

When you want the story instead of the numbers, one button writes a digest across your portfolio, or a briefing on a single client. Behind every card sits up to twenty-six weeks of history, so you see the trend, not just today. The Monday dig becomes one short read.

In testing now

Run the client's workspace yourself.

The next release lets you create a client's workspace without the client doing anything: the statements, the 13-week forecast, the priorities, and the meeting rhythm inside it, run by you, with the client's people invited as read-only stakeholders. When the client is ready to run it themselves, the workspace becomes theirs and you stay linked at no charge. It is in the plan and it is not live yet; this page will say so the day it is.

Privacy by design

What you see, and what your client sees.

There are two ways to work with a client, and the honest answer to "what will my advisor see?" is different for each. Both are built into how the system works, not written into a policy.

The workspace you run. You create the client's workspace under your plan and do the work in it: the statements, the forecast, the priorities, the meeting rhythm. You see everything in it, because you put it there. The client's people join as read-only observers. They see the company profile, the goals and key results without the weekly progress updates, the strategy, the KPIs that are not financial, the diagnostic scores, and a diagnostic report with the open-ended answers left out. They see their teammates' names and nothing more about them. They do not see the financials, the meeting notes, the decisions, or anyone's check-in, and they cannot change a value or run the AI. This setup is in testing today and is not live for outside advisors yet.

A client that links you from its own subscription. The company runs Alinement OS itself and invites you from its Team page. What reaches you is a health summary: numbers rolled up before you ever see them. Not their books. Not their records. Not any individual's check-in. Nothing about their money reaches you today. A planned set of money signals, bands and flags rather than figures, will reach you only after the client turns them on for you. The client sees who has access on its own Team page, can end the link at any time, and an advisor cannot widen their own access.

The full table, line by line, lives on the security page at alinement.app.

Twelve founding advisor seats

Twelve advisors help me finish it.

I am opening twelve founding advisor seats for fractional CFOs, COOs, and client-advisory firms who want to run their client book on Alinement OS. Founding advisors lock their plan price for two years, see everything that ships before anyone else, and set up their first three clients with me. The rest is a conversation, and nothing is charged until the advisor agreement is final and the Payment Link opens.

Advisor plans, and what client companies pay for Alinement OS, are listed at alinement.app/pricing.

And to be plain about where we stand: Alinement Group sells software and education to advisors. It does not perform accounting work, and it does not subcontract it.

To ask about a seat, start a conversation with Terry.

Questions advisors ask

Straight answers.

What happens to my client's data?

It stays theirs in both setups. When a client links you, you see rolled-up summary numbers and nothing underneath them, and the client can end the link at any time from their Team page. In a workspace you run, you see everything in it because you are doing the work in it, and the day the client buys its own plan the workspace becomes theirs, history intact, and your view drops back to the summary.

Can I put my own name on it?

The Powered By plan is co-branded at a defined scope: your logo on the diagnostic report and your name on the emails your clients receive. Nothing beyond that is promised.

Do my clients need their own subscription?

A client's team works in the client's own plan, and every company plan lets the company link its advisor at no charge. In a workspace you run for a client (in testing now), their people are read-only stakeholders until the client buys its own plan.

What if a client leaves?

A linked client ends the link and it ends the moment they do. Their data stays in their company, not in your workspace. A client in a workspace you run takes it over by buying its own plan, and the history goes with them.

Is this an EOS tool?

No. Alinement Group is not licensed by EOS Worldwide and does not use its terms. It works alongside whatever operating framework your client already runs.

How long does it take to get a client running?

Founding advisors set up their first three clients with me. How long that takes depends on the state of the books and what the client runs today, so it is the first thing we work out in the conversation.

A question that is not here? Start a conversation with Terry.

Talk it through

Start a conversation with Terry.

I do fractional CFO work myself, and the advisor workspace is built for people who do what I do. Want thirty minutes to talk through whether it fits your practice, or to ask about a founding advisor seat? The form below starts a conversation, not a checkout. Nothing is charged from this page.