One-Stop-Shop for Accounting,
Tax, and CFO Services.

A price plan that suits your scale.
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are one of the first to provide tech-enabled
accounting services. That was over 10 years ago!

Today, we are a team of 100+ professional accountants
providing best-of-class accounting services to
hundreds of companies

work with early-stage and scaled-up businesses
in the USA.


are a perfect match if you are in the Technology, Hospitality, Manufacturing, Trading, or Property Management space. We have specialized accounting teams for each of these segments.

are at the early stage or in growth mode, building your business. You are looking to have a quality accounting function with cost-efficiency.

are focused on building the business rather than getting bogged down in accounting details.



From SAAS to wearables, we ensure your financial readiness from the start, which is vital for funding rounds, investor trust, and long-term accounting efficiency. Beyond accounting, our CFOs offer strategic support, managing risk and cash flow and building financial infrastructure to propel your business forward.

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Our hospitality accounting experts understand from kitchen operations to customer rewards management. It's crucial for accurate financials with revenue streams, COGS, prime costs, and controlled expenses while juggling multiple payrolls and vendor payments. Let us handle the details for your peace of mind and timely stock deliveries.

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Manufacturing and Trading

Navigating inventory software, numerous trading platforms, and having multiple suppliers demand expertise to prevent chaos. Our accountants are adept at managing these intricacies and tech-savvy enough to resolve issues like inventory discrepancies and Amazon sync problems. Trust us to maintain a seamless accounting operation.

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Real Estate & Property Management

We excel in real estate accounting, managing 1000-key single locations to 50-key 100 locations. Our comprehensive services cover CAM accounting, Accounts Payable, and owner statements. Whether supporting an in-house controller/CFO or serving as the sole accounting team, we seamlessly meet all real estate accounting needs.

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Transaction accounting, Accounts Payable, Accounts Receivable, Payroll, Expense Cards, Benefits, Fixed Assets, and whatever comes into the picture in handling your accounting back office.

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From the operational level regulatory compliance like sales tax filing and 1099s to annual income tax filing, we cover it all.

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CFO Service

As you look to have an extra layer of strategic support beyond accounting, we can seamlessly attach a CFO at the level you need. Save a boatload of money and get the best-in-class CFO support.

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Operational Services

Beyond typical accounting work, we can be a great resource for gray areas between accounting and operations like large-scale Accounting Receivable handling, Tip-Pool calculations, large team payroll handling, and commission calculations.

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Most will tell you the typical things - we are tech-savvy, we are experienced, and we are client-focused. We are, of course, all that! But what set us apart really?

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Predictable fixed monthly subscription
Cost savings of up to 60%
We are at work when you need us(US PST work hours)
30-Minute or less response time
5-Business-Day close
Assigned team headed by a lead accountant
All professional team (no admin fluff)
Agile team that becomes part of your organization
No long-term contracts
Industry-leading data security
Satisfied Customers
Cost Savings
Professional Team
Transactions Recorded


We’re grateful for the tremendous support we receive from our team at CFO Plans. They get the job done well and communicate when there’s something we should be aware of. I appreciate how proactive they are. They have offered guidance with some of our decision-making, and that has gone a long way in establishing trust. I would definitely recommend them as a great accounting solution.

Dusan Omercevic Cleanshelf

Taking on CFO Plans to manage all of our bookkeeping needs has been a great investment. We never have to worry that the work is getting done the way we need it, and we’re easily able to check with our accountants at any point in the month when questions arise. They gave us an idea of the competitive market for our financial tech stack and made a few recommendations based on what they knew about our needs. We’ve been able to trust the direction they’ve led us in, which allows us the time we need to run our company.

Michael Nilsson Addevent

We connected with CFO Plans in our early days at Breadless via an introduction from another startup founder. We had our vision for the company, and we were passionate about what we could deliver to our customers. That said, when you start a company from scratch, you can’t possibly predict all of the details that need to be managed for success. We knew we needed our accounting and reporting managed by a qualified accountant, and CFO Plans delivered an entire team. We are very happy with our financial management with CFO Plans.

Marc Howland Breadless


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CFO Plans Inc. services are limited to Operational Accounting, CFO services, and Tax Filing Coordinations only.
CFO Plans Inc. does not provide services that require a license to practice public accountancy.