Partner Type
- Accounting
CFO Plans works with venture-backed, early-stage companies and small businesses to manage full operational accounting, financial reporting and regulatory compliance for a fixed monthly fee.
CFO Plans clients are assigned a client lead and a dedicated accounting team to deliver timely reports and ensure business continuity.
Key Differentiators:
- Predictable, tiered pricing based on client revenue
- Under 60 minute response time to client inquiries over Slack M-F 8am-5pm PT.
- GAAP close by the 5th business day of the month for prior month's accounting work
- Continuity of delivery ensured through team model
- No annual commitment
Please reach michael.lilly@cfoplans.com