Our services

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!

  • Daily Transaction Recording
  • Full Cycle A/R
  • Month End Financial Close
  • Policies Manuals
  • Fixed Asset Tracking
  • Government Filings
  • 1099 Filings
  • Revenue Accounting
  • Full Cycle A/P
  • Equity Accounting
  • Procedure Manuals
  • System Implementation
  • Sales Tax Compliance
  • Company Dashboard
  • Board Packages
  • Operational Metrics
  • Management Reports
  • Variance Analysis
  • Cash Burn Analysis
  • Financial Statements
  • Financial Budgets
  • Financial Forecasts
  • Business Modeling
  • Stock Options
  • Full Cycle Payroll and Filings
  • Complete Employee Onboarding
  • Employee Manuals
  • Background Checks
  • I-9 Verification
  • Employee Health Benefits
  • 401k Plans
  • Compliance
  • Business Development Expertise
  • Marketing Specialist Insights
  • CFO Reviews
  • New Market Analysis
  • ESOP coordination
  • ESOP operational accounting assistance
  • Business liquidation assistance
  • Systems wind-downs
  • Shareholder payback management

Powering the accounting and finance back offices of US companies for a highly competitive business landscape

CFO Plans provides the tools to help every team unleash their full potential.

How CFO Plans works

Start-ups and emerging

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.

Enterprise level

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.

What people are saying

They count on us

Get a 30 minute consultation with
a financial expert

During your 30 minute consultation, our financial expert will determine
whether we're a fit by learning

  • Business goals and the current processes
  • Current software used for accounting and taxes
  • Your pain points
  • Current level of expenditure for running your back office and amount of time spent

    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.