Success Stories
Our impact, told through our clients’ growth.
We don’t just manage finances—we help businesses level up. Here’s how we make a difference:
What our clients say about us
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“CFO Plans guided us through a crisis—cleaned up our books after fraud, supported us through the loss of a co-founder, and helped us rebuild from the ground up. Fair, responsive, and truly invested in our growth.”
Kanna Sunkara, Co-founder of RE-U-ZIP
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“CFO Plans has been with us since the beginning. They’ve scaled with us, adapted to our evolving needs, and given us the freedom to focus on science and growth—not bookkeeping. Reliable, flexible, and indispensable.”
Rafael Rosengarten, CEO of Genialis
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“CFO Plans lets us focus on serving customers—not spreadsheets. They handle everything from financial reporting to vendor payments, scaling with us as we grow. We trust them completely.”
Marc Howland, Founder of Breadless
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“We tried everything—freelancers, part-time help, in-house staff. Nothing worked. Then we found CFO Plans. They cleaned up our mess, built real systems, and gave us peace of mind. I sleep better at night knowing they’re behind us.”
Brian Mac Mahon, CEO of Expert Dojo
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“We manage over 250 properties and thousands of vendor payments—CFO Plans handles it all without hiccups. They’ve become an invisible but critical part of our operation, keeping things running so our clients never see the stress behind the scenes.”
Chris Jenks, President of West Star
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“CFO Plans has been a lifesaver—responsive, accurate, and super easy to work with. They’ve scaled with us as our needs grew, and we trust them completely.”
Alex Yancher, CEO of Passport Shipping
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“CFO Plans lets us stay focused on product and customers. They handle the back office so smoothly I forgot they existed—which is exactly what I want from a great finance partner.”
Vivas Kumar, CEO of Mitra Chem
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“CFO Plans gives me peace of mind. I don’t have to chase them—books are closed, reports show up, and it’s all handled. That kind of proactive partnership is rare.”
Austin Smith, CEO of OceanX
Your Success Story Starts Here
Ready to simplify your finances and build for what’s next?