Growth Mode

Monthly Subscription

$

Monthly Revenue

(Slide to see the applicable subscription)
$
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Included Services:

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
Custom
Customized
Pricing
Monthly Revenue
$300,000+
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Included Services:

All growth mode services
Specific accounting-related work
Historical catch-up work
Special Projects
Real estate and property management is always on Custom

[A general guideline only. IRS and each state mandates that the tax CPA thoroughly reviews the needs before quoting the exact price.]

Pre-Profitable

Federal corporate income tax filing

$2,250

State corporate income tax filing

$500 per state

Delaware Franchise tax filing

Included

Tax extension

Free

Additional city income tax filing

$500 per city

Foreign subsidiaries (Form 5471)

Available

Annual 1099 filings

$50 for first 25, then $1.50/form

Sales tax filings (Using Tax Jar or similar)

$100 per state per filing
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Post-Profitable

Federal corporate income tax filing

$3,000

State corporate income tax filing

$500 per state

Delaware Franchise tax filing

Included

Tax extension

Free

Additional city income tax filing

$500 per city

Foreign subsidiaries (Form 5471)

Available

Annual 1099 filings

$50 for first 25, then $1.50/form

Sales tax filings (Using Tax Jar or similar)

$100 per state per filing
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CFO Starter

Set Up Fee

$6,000

Monthly Subscription

$1,600

** 4 Hours included per month

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CFO Growth

Set Up Fee

$8,000

Monthly Subscription

$3,200

** 8 Hours included per month

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CFO Steady

Set Up Fee

$10,000

Monthly Subscription

$6,000

** 15 Hours included per month

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Set up Includes:

Financial model with Profit & Loss, Balance Sheet, and Cash Flow forecast
Budget development with monthly variance analysis templates
Labor and compensation plan
Pricing model with scenario planning
Bespoke KPI template (to be updated by the accounting team)

Monthly Fee includes:

Monthly review and updates
Monthly CFO brief
Working alongside the C-suite

HOW WE
DO IT

Each client has an assigned team
The team consists of 4 team members at a minimum
The 3 ranks in the team are Associate, Manager, and a Sr. Manager
Each team has a Service VP who manages the overall service delivery and client relationship
All team members are on PST zone, no matter what location they are in (we have 3 locations)
Always up to date with no backlog
Every assigned team member is equally abreast with the work
Agile service delivery based on client need
Super users of most industry-leading fin-tech
Tech provider partnerships to deliver the best tech stacks
Each client can pick and choose the preferred way to communicate
Workspace chat lines (Slack), direct phone, email, Enterprise Cloud Conference
Typical response rate within one minute
No extras, no hidden fees - just a simple monthly subscription as agreed
All QBO clients get a free daily backup (This is an added level of security)
All QBO clients get access to a sophisticated financial dashboard
Every single team member is a full-time internal employee
Fully background checked
At a minimum, has a Bachelor's Degree in Accounting / Finance
Most team members are big-4 alumni with public accounting experience
All new employees go through a training boot camp before client assignment

IMPORTANCE OF
'WHAT' AND 'HOW'

Up to the minute business picture

What you see in accounting ledgers are up-to-date
The client can make informed business decisions
Any questions are answered right away
Special requests are handled immediately
Compliant and Accurate

Streamlined back office means accuracy and compliance
Better planning for the future
Satisfied customers, vendors, and investors
No back and forth with regulatory bodies
Unparalleled Agility

An assigned team for each client means that every client's unique needs can be served
Not bound or not limited by bloated internal processes or systems
Best of both worlds

Professional delivery, not obscene prices
Physically remote, at your fingertips
Keep the back-office costs contained and predictable while looking like a Wall Street company
No headcount, no hours count - focus on growth
Far better than an internal team

Educated and experienced, at a fraction of the cost
No exposure to work interruptions due to employee vacations/maternity
No exposure to work interruptions due to terminations
No exposure to retraining due to employee changes
Huge savings on indirect costs (rent, supplies, tax, lawsuits)
Professional grade obligation to serve

HOW ARE WE
DIFFERENT



No commitment

We are confident that you will stay on, so it is month-to-month.
Client transition out (for any reason), will be fully supported.

Industry Leading SLAs

When we say 'close' is done in xx business days, we mean it.
When we say we are at your fingertips, we mean it.
When we promise up-to-date data maintenance, we mean it.

Availability during the work hours

No other provider can boast about our level of response time.
Very similar to having the team right next to you.

Smart individuals, 'Can-Do' attitude, Go-getters

We are easy-going but very serious about the work.
We are smart, but not egoistic.
We are your back office, but your frontline of business intelligence and compliance.

Not ‘a Jane down the street' or 'The Biggest of All Inc'

An assigned team means continuous attention to work.
Professionally qualified means accurate accounting backend.
At your fingertips means 100% accessibility.
You will feel like you are our only client.

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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.