Price & Contracts

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 the 15th – 20th of the month.

Unless you are on the “Custom” pricing tier (a unique pricing setup), 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 a regular outsourced service. On average, we save about 40% of your costs.

We will scope the historical work and agree on a clean-up fee and a time frame at the beginning.

Quality Of Service

No matter what the size of the entity is, you will always have a minimum of a 4-person team. (Sometimes more if the volume is high). The team is always headed by a VP of Client Service Delivery (The Lead Accountant). They are all highly qualified and, at a minimum, hold a Bachelor’s degree in Finance/Accounting. Most team members have a “big-4” background with a world-renowned professional accounting body affiliation (CPA, CA, ACCA, CMA).

Just like you would with an internal team! We all work in the US Pacific time zone. It is like having your team sitting next to you at the office. We set up communication channels via Slack, email, phone, and conference calls with screen sharing. There is no limitation on daily communications. Our response time is within seconds or minutes and in real-time.

You will know the assigned team individually; it is not an 800 number. It is a “high-touch" service.


This is where the assignment of dedicated mini-teams comes in handy. We adapt to your company rather than you having to abide by our processes or internal restrictions. Each situation is tackled as per YOUR procedures and policies. Of course, we will help create those procedures and policies and advise in your best interest, but you are the decision maker.

Certainly. Typically, we work with many different departments. This is similar to an internal finance team working with Marketing, IT, and Operations teams.


For General Ledger: About 70% of our customers are on QuickBooks Online. We also work with many other client specific accounting software like Oracle, SAP, Yardi, Intacct, Xero. We are agile enough to utilize any system.

For other peripheral systems: We use Settle, BILL, Gusto, Zenefits, Carta, CapShare, Clover, Square, Zoho, TaxJar, Expensify, Netsuite, and the list goes on.

Well, we will be sorry to see you go! But, we will make it the easiest transition ever. As you are on reputed third-party systems, the transition is as easy as changing the logins and a possible light training of the person taking over.

(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.