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CFO Plans

CFO Plans provides the tools to help every team unleash their full potential.

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Your monthly price will be a fixed subscription, just like your internet service. The difference is that we have no ‘data caps’. Once we agree on a price after analyzing your requirements, no matter how many hours we put in, it does not change. We BECOME your finance team, and our full focus will be on the work, not counting hours.

Our clients experience about a
60% saving on having
an internal team with about
200% improvement in output.

Our clients consider pricing when they sign up, but they stay for the quality we deliver!


Daily Transaction Recording
Full Cycle A/R
Month End Financial Close
Policies Manuals
Full Cycle A/P
Equity Accounting
Procedure Manuals
System Implementation
Sales Tax Compliance
Fixed Asset Tracking
Government Filings
1099 Filings
Revenue Accounting


Company Dashboard
Board Packages
Operational Metrics
Management Reports
Variance Analysis
Cash Burn Analysis
Financial Statements


Financial Budgets
Financial Forecasts
Business Modeling
Stock Options

Human Resources

Full Cycle Payroll and Filings
Complete Employee Onboarding
Employee Manuals
Background Checks
I-9 Verification
Employee Health Benefits
401k Plans

Expert Insights

Business Development Expertise
Marketing Specialist Insights
CFO Reviews
New Market Analysis

Exit Planning

ESOP coordination
ESOP operational accounting assistance
Business liquidation assistance
Systems wind-downs
Shareholder payback management


Daily Transaction Recording
Full Cycle A/R
Daily Transaction Recording
Full Cycle A/R

Start-ups And
Emerging Businesses

We will set up a widely used, secure, and user-friendly software to manage your Payroll and HR, Accounts Receivable, Accounts Payable, Revenue, Inventory, Equity, General Ledger, Budgeting, and Reporting. We use only highly reputed software that you can ‘take home’ if you have to.

You don’t have to get stuck with a ‘do-it-all’ accounting software and have a nightmare situation in case of a transition or a business sale.

Here is the kicker. We place a dedicated team behind all that software, so you don’t have to manage any of that, and we do the daily (as well as monthly, quarterly, and yearly) chores.

Enterprise Level

If you possess an established internal finance and accounting team and are Interested in augmenting it, we can be the perfect fit. Our highly qualified accountants can take on a function or two from your team to relieve them of high work volumes. You can save a boatload of money by having us by your side. We are conversant with sophisticated software and work processes, so the learning curve is only limited to your company-specific procedures.

Depending on your requirement, your team will be available for support through open and real-time communication channels. Unlike hiring internal resources, you will not experience ‘off days’ as we allocate an entire team for you and not just a single person.


How can we help?
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