CFO Plans works with venture-backed, early-stage companies and small businesses to manage full operational accounting, financial reporting, and regulatory compliance for a predictable and fixed monthly fee. All clients are assigned a client accounting lead and a dedicated accounting team to deliver timely reports and ensure business continuity and customer satisfaction.
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Saving on having
an internal team
Improvement
in output
Highly Satisfied
Customers
Under
Operations
A business needs powerful accounting and finance back offices to be highly competitive. CFO Plans provides the tools to help every team unleash their full potential.
Why we're different
Business can be stressful. A dedicated account manager who handles your account each month will be on hand to answer your questions and guide you through any concerns you have.
Let us show you
This is why hundreds of companies choose CFO Plans for their back office needs – so they can scale knowing their company is secure.
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We go by your current gross revenue and agree on a fixed monthly subscription. Please check our pricing page for the most up to date price tiers.
Monthly billing happens on the 15th of every month for that particular month. It will be auto-debited from your bank between 15th – 20th of the month.
Unless you are on Tier 6 (a unique pricing set up), we only consider your gross revenue for pricing. When it increases we wait for at least 3 months (3 billing cycles) to verify the consistency, before shifting you to a different price tier.
Historically, we have saved up to 60% of having a conventional internal team or having a regular outsource service. On average, we save about 40% of your costs
Never. We do not charge catch-up fees, set-up fees or anything of that sort. We will just make an assessment of how long it will take to clean up any backlog and set your expectations right. On average, we are all caught up within a month.
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