Clarity for client-facing businesses

Bookkeeping, accounting, and finance strategy for consultancies, agencies, and professional firms.

HOW WE HELP

Whether you’re billing by the hour, project, or retainer, CFO Plans gives you clean books, easy-to-understand reporting, and full financial clarity.

We plug in as your entire finance team—so you can focus on client work while we handle the numbers.

How we work with you

  • Connect

    We integrate with your stack: QuickBooks, Gusto, Ramp, Clio, and more.

  • Align

    We sync weekly, deliver clean monthly reports, and help you manage cash flow and profitability.

  • Advance

    From project planning to firm-wide forecasting, we help you get ahead of what’s coming.

Core Services We Offer for Client-Facing Businesses

Everything we do is integrated, proactive, and tailored to professional service firms.

Accrual-Based Bookkeeping

We prepare clean, GAAP-compliant financials and reconcile retainer or project-based income.

Tax Compliance & Planning

We handle 1099s, deductions, and prep you for quarterly payments and year-end filings.

Financial Modeling & Forecasting

Understand margin by practice area, forecast headcount, and plan for seasonal or contract shifts.

Client & Project KPIs

See profitability by client, billable hours vs. non-billable, and firm-level utilization rates.

Cash Flow & Profitability Reporting

Know your breakeven point, cash cushion, and which services drive the most profit.

On-Demand Strategic CFO

Get executive-level guidance on pricing, hiring, expansion, and growth planning.

“Even with a background in finance, I know my time is better spent making decisions—not preparing statements. CFO Plans handles everything from financial reporting to supplier payments with precision, letting us focus on what we do best.”

— Marc Howland, Founder of Breadless

Why CFO Plans for Professional Services?

Professional firms need clean financials—and a team that understands your model.

We speak service.

We’ve worked with law firms, agencies, consultants, and client service firms of all sizes.

We think like owners.

We don’t just categorize expenses—we help you price services right and grow margins.

We keep it clean.

No messy books. No late filings. No surprises.

With CFO Plans, your back office becomes a strategic advantage—not a liability.

Professional Services Finance FAQs

  • We track profitability by allocating revenue and expenses at the client or project level. That includes labor costs, software usage, subcontractor spend, and time allocation—so you know exactly what’s making you money and what isn’t.

  • Absolutely. Our team builds dynamic financial models to help you plan for future hiring, calculate break-even capacity, and anticipate margin compression before it happens. Whether you’re hiring full-time or contractors, we help you scale profitably.

  • We’re experienced with legal trust accounting and can help ensure IOLTA accounts are reconciled and compliant. We also build workflows to cleanly separate trust funds from earned income, so your reporting is audit-ready.

  • Yes—if you want strategic clarity. A bookkeeper records your transactions. A CFO (even part-time) helps you make decisions: pricing, hiring, expansion, cash flow strategy, and more. We offer both, so your finance function works as a whole.

Keep the service. We’ll handle the finance.

Let’s talk. We’ll show you how CFO Plans brings order, insight, and control to your business—so you can lead with focus.