How CFO Plans works

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

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

Full Cycle A/P

Equity Accounting

Procedure Manuals

System Implementation

Sales Tax Compliance

Fixed Asset Tracking

Government Filings

1099 Filings

Revenue Accounting

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


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

Start-ups And Emerging Businesses

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 Businesses

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.

Systems As A Service