The Finance Backbone of Modern Real Estate
Real estate runs on numbers.
But too many firms still operate with fragmented systems, delayed reports, and reactive bookkeeping.
At CFO Plans, we built the modern financial OS for real estate—so your portfolio moves with precision, insight, and speed.
One team. Total Visibility.
We unify bookkeeping, reporting, and CFO-level strategy into a single tech-enabled layer—customized for the unique cadence of real estate finance. Whether you manage multi-family units, commercial assets, or national REITs, CFO Plans gives you:
Real-time portfolio performance
Cash flow forecasting with scenario planning
Entity-level and consolidated financials
Capital expenditure tracking
Automated rent roll reconciliation
Audit-ready books, always
No more chasing spreadsheets. No more month-end surprises.
What we do
Marc Howland, Founder of Breadless
“We knew we needed our accounting and reporting managed by a qualified accountant, and CFO Plans delivered an entire team.”
Chris Jenks, President of West Star
“CFO Plans took over our accounting with precision and reliability. We reduced costs, scaled effortlessly, and freed up our in-house team to focus on service”
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