Your monthly price will be a fixed subscription, just like your internet service. The difference is that we have no ‘data caps’. Once we agree on a price after analyzing your requirements, it does not change no matter how many hours we put in. We BECOME your finance team and our full focus will be on the work, not counting hours.
Our clients experience about a 60% saving on having an internal team with about 200% improvement in output. Our clients consider pricing when they sign up, but they stay for the quality we deliver!
CFO Plans provides the tools to help every team unleash their full potential.
We will set-up a widely used, secure and user-friendly software to manage your Payroll and HR, Accounts Receivable, Accounts Payable, Revenue, Inventory, Equity, General Ledger, Budgeting and Reporting. We use only highly reputed software that you can ‘take home’, if you have to.
You don’t have to get stuck with a ‘do-it-all’ accounting software and have a nightmare situation in case of a transition or a business sale.
Here is the kicker. We place a dedicated team behind all that software so you don’t have to manage any of that and we do the daily (as well as monthly, quarterly and yearly) chores.
If you possess an established internal finance and accounting team and are Interested in augmenting it, we can be the perfect fit. Our highly qualified accountants can take on a function or two from your team to relieve them of high work volumes. You can save a boatload of money by having us by your side. We are conversant with sophisticated software and work processes, so the learning curve is only limited to your company specific procedures.
Depending on your requirement, your team will be available for support, through open and real-time communication channels. Unlike hiring internal resources, you will not experience ‘off days’ as we allocate an entire team for you and not just a single person.
Genialis builds software for biomedical researchers. That's what we know, and that's what we want to focus on. To handle our finance back office, we needed a team that could take the lead and set up everything. CFO Plans fit in and allowed us to hit the ground running! We couldn't do it without them.
CFO Plans took over our accounting back office seamlessly. They transitioned our old accounting system to QuickBooks Online, assigned a dedicated team that cleared backlogs and made it a real-time operation. One of the best decisions we made!
CFO Plans has been a game-changer for us by consistently providing high quality full-stack finance team service with quick turnaround times at a competitive rate. They do our daily accounting, monthly financials, budget management, bank reporting and proactively identify opportunities for improvement. I'm extremely impressed.
When a group of business veterans acquired the ‘Santa Clarita Valley Signal’, the former operation had old-school systems and processes which were costing the company significantly. Part of the turnaround implemented by the new owners was to have a 21st century finance operation. CFO Plans was an easy choice with their expert team and the fixed fee model. They set up all the required systems to run our back office from payroll and HR, to the GL systems and placed a dedicated team behind it. What I loved about it was the high touch service. CFO Plans runs it like it is their own business. Very pleased!
We leave nothing for compromise when serving our patrons. We wanted the same perfection with our back office. With a high volume of vendors, suppliers and employees, it is essential to have a team that can thrive under pressure and gets things done in real-time. CFO Plans is the perfect fit.
In our early days, we focused on the business growth rather than ‘secondary’ functions like Accounting, HR and back office processes. As we grew, it soon became obvious that those are not ‘secondary’ and in fact, essential to fuel business growth. CFO Plans came to the rescue and boy, they did much more than a rescue! We now have a perfectly run back office with timely reporting, thanks to CFO Plans.
During your 30 minute consultation, our financial expert will determine
whether we're a fit by learning
Talk to one of our financial consultants to see how outsourcing your back office with CFO Plans can help you regain the time you need to run your business. Fill out the form to schedule a conversation.