Why CFO Plans

Powering the Accounting Back-Office Into The New Millennium

Globally Qualified Accountants

Our team is composed of globally qualified accountants. They all have a minimum of a Finance/Accounting degree from an accredited university. They are fully (Senior Staff) or partially qualified (Junior Staff) with global accounting qualifications such as CMA, CPA, CA, ACCA with few years of public accounting experience across various industry frontiers. In short, they know what they are doing.

Making Operations Feasible

To have a world-class accounting back-office, there is no need to break the bank any longer. We setup and run your backend at a very affordable fixed monthly fee, saving you up to 60% of having an internal team or hiring an external service. When you have an increase in quality too, it is just a ‘no-brainer’.

Stay Ahead Of The Game

We fit into your situation no matter what systems you use, the maturity level of the company, industry, or the type of internal demands. We are not limited by bloated internal systems or processes. We assign a dedicated mini-team for each client to achieve the highest level of agility. With that approach, we are never too big or too small.

6 Simple Reasons Why

Industry Experts

Our team of professionals have experience working at some of the world’s best public companies and they also know how a bootstrapped startup should contain costs. We bring the world’s best practices, technology and expertise to you so you can compete with the big boys.


We are your finance department and your CFO. We love constant communication and you will never feel that we are actually not in-house.

Fully Secure Data

The cloud-based applications we employ are industry leading, third-party and highly reputed. We never store your data internally. That makes it easier to transition your information and provides you with absolute peace of mind.

Cloud-Based, Instant Access

We occupy the most current, industry-leading software with bank-grade security to process and store your data. You have access to company information and transaction backup through secure logins. No more cabinets full of documents and a waste of time. And you can also save a bunch of trees along the way!

No Long Term Contracts

We charge you month to month on every 15th. For any reason, if you want to opt out, we will make it the smoothest transition ever. We use industry leading software in providing you services, so you will continue to have access to your data no matter what. We know the importance of your positive relationship and repeat business, so, we will continue to help you.

Completely Paperless

Your financial and HR information will be up-to-date, enabling you to see the current picture of your business. This will aid you to project the future accurately. Every bill, every receipt will be in place and electronically accessible. Your cap table will be updated to the minute, while optionees and shareholders will be electronically managed. Your fixed assets will be properly classified and your financial policies will be in place. In short, we provide a level playing field, so you can focus on the game – and you can also save a bunch of trees along the way!

What Our Customers Are Saying

Genialis builds software for biomedical researchers. That's what we know, and that's what we want to focus on. To handle our finance back office, we needed a team that could take the lead and set up everything.

Rafael RosengartenPresident - Genialis Inc.

CFO Plans took over our accounting back-office seamlessly. They transitioned our old accounting system to QuickBooks Online, assigned a dedicated team that cleared backlogs and made it a real-time operation.

Rob McAdamCEO - McAdams Fish

CFO Plans has been a game-changer for us by consistently providing high quality full-stack finance team service with quick turnaround times at a competitive rate. They do our daily accounting, monthly financials, budget management, bank reporting and proactively identify opportunities for improvement. I'm extremely impressed.

James GrayCEO - GivingAssistant.Org

CFO Plans was an easy choice with their expert team and the fixed fee model. They set up all the required systems to run our back office from payroll and HR, to the GL systems and placed a dedicated team behind it. What I loved about it was the high touch service. CFO Plans runs it like it is their own business. Very pleased!

Gary SprouleManaging Partner - Paladin Multi Media Group

Get a 30 minute consultation with a financial expert

During your 30 minute consultation, our financial expert will determine
whether we’re a fit by learning more about your business.