Clarity for your growth.

Bookkeeping, accounting, and strategic finance—designed for fast-moving tech startups.

HOW WE HELP

Whether you’re building your MVP, raising a seed round, or managing Series B burn, CFO Plans gives you clean books, investor-ready reporting, and cash clarity.

Our team plugs in as your entire finance function—powered by expert humans, designed for scale.

How we work with you

  • Connect

    We integrate with your stack: QuickBooks, Stripe, Gusto, Ramp, etc.

  • Align

    We sync weekly, deliver monthly reports, and stay a step ahead of investor needs.

  • Advance

    You’ll always know where the numbers stand and what’s coming next.

Our Services

Everything we do is integrated, proactive, and tailored to the startup journey.

Accrual-Based Bookkeeping

We go beyond cash-basis with GAAP-compliant financials and accurate revenue recognition.

Monthly Reporting & KPI Dashboards

Clean, investor-facing reports that show burn, runway, CAC, LTV, ARR, MRR, and more.

Financial Modeling & Forecasting

Scenario planning, budget vs actuals, and investor-ready models—so you’re always ahead.

Tax Compliance & R&D Credits

We file your taxes, maximize credits, and help you stay audit-ready.

Fundraising Support

From pitch decks to due diligence packages, we help you close your next round with confidence.

On-Demand Strategic CFO

Talk through key decisions—hiring, pricing, M&A—with an experienced financial partner.

“We went through a dark time—loss, betrayal, and financial chaos—but CFO Plans showed up, adapted to our situation, helped clean up the mess, and became the trusted partner we needed to rebuild and scale. Their flexibility, fairness, and genuine support made all the difference.”

— Kanna Sunkara, Co-founder of REUZIP

Why CFO Plans for Startups?

Startups move fast. You need a finance partner who gets it.

We speak startup.

We’ve worked with venture-backed, bootstrapped, and everything in between.

We scale with you.

From pre-revenue to 8-figure exits.

We keep it clean.

No mess, no missing reports, no surprises.

With CFO Plans, your finance back office becomes a growth engine—not a bottleneck.

Startup Finance FAQs

  • Accrual-based bookkeeping is key for SaaS and subscription businesses. We recognize revenue monthly, track deferred revenue, and separate operating vs capital expenses for clarity.

  • Yes. Your bookkeeper records the past. A CFO helps you plan the future—budgeting, forecasting, fundraising, and strategic decisions.

  • Absolutely. We’ve helped startups recover hundreds of thousands in payroll tax through R&D credits.Item description

  • Yes. We support companies across stages—pre-seed to post-Series C.

  • If you’re raising capital, yes. GAAP-compliant financials are often required in diligence. We’ll make sure you’re ready.

Let’s get your finance engine running.

Talk to our team. We’ll learn about your startup and show you how CFO Plans can support your next stage of growth.