A sophisticated back-office from the start.
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Close-knit onboarding:

You are assigned an onboarding lead who will manage the onboarding process from systems access, obtaining the past data to establishing the ongoing workflow. Once everything is in place, which typically takes about 10 business days depending on the complexity, the assigned accounting team takes over. Your point of contact will be the assigned team lead who will function as your controller.

Efficient workflow:

Our virtual Workplace Exchange is the home to your financials, To-Do lists, and collaborative communications. In addition, the team can collaborate with you through any widely recognized means necessary, such as Slack, Google Meet, phone, or email. We take pride in our industry-leading response times and being at your fingertips.

Cover everything under the “accounting” umbrella :

Daily transaction accounting
Full-service accounts receivable (invoice to cash)
Full-service accounts payable (bill processing to pay)
Bank feed monitoring and accounting
Vendor management and communication
Customer management and communication
Payroll management
Payroll Accounting
Fixed assets accounting
Actual to budget variance reporting
Accounting process and procedure development
Equity accounting
Provide monthly financials that you can “take to the bank”

As business leaders, investors, lenders, and other stakeholders rely on you to build the business, you should be able to understand the business information quickly. It should be consumable while being GAAP compliant. We are hyper-focused on providing clean, accurate, consumable financial reports that include Profit and Loss, Balance Sheet, and Cash-Flow statements.

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(510) 205-9457
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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.