Insights

Innovative Service Model CFO Plans offers a highly responsive financial service with 30-minute response times and rapid 5-business-day closes, appealing to fast-growing startups and entrepreneurs seeking agility in financial management. This model differentiates them from traditional providers and can attract clients looking for reliability at speed.

Revenue-Driven Pricing The company's pricing based on revenue rather than transactions or hours creates a compelling value proposition for mid-sized companies and scaling businesses under pressure to control costs while maintaining quality financial services.

Market Expansion Potential CFO Plans operates in a competitive financial services landscape with several companies of similar size and revenue, indicating opportunities to capture share through targeted sales efforts towards startups and SMBs seeking innovative financial solutions.

Technology Integration The use of modern web technologies and security tools suggests a focus on reliable, scalable digital platforms, which can be leveraged to attract digitally-savvy clients emphasizing seamless online financial service experiences.

Growth in SMB Sector With a strong emphasis on serving founders and business owners, CFO Plans is well-positioned to tap into the growing SME market that demands flexible, quick-turnaround financial and tax services, representing a strategic sales opportunity for expansion.

CFO Plans Tech Stack

CFO Plans uses 8 technology products and services including Twemoji, Font Awesome, yepnope.js, and more. Explore CFO Plans's tech stack below.

  • Twemoji
    Font Scripts
  • Font Awesome
    Font Scripts
  • yepnope.js
    Javascript Frameworks
  • core-js
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Bootstrap
    UI Frameworks

Media & News

CFO Plans's Email Address Formats

CFO Plans uses at least 1 format(s):
CFO Plans Email FormatsExamplePercentage
First@cfoplans.comJohn@cfoplans.com
76%
First.Last@cfoplans.comJohn.Doe@cfoplans.com
20%
Last@cfoplans.comDoe@cfoplans.com
3%
Middle@cfoplans.comMichael@cfoplans.com
1%

Frequently Asked Questions

What is CFO Plans's phone number?

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You can contact CFO Plans's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CFO Plans's official website and social media links?

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CFO Plans's official website is cfoplans.com and has social profiles on LinkedInCrunchbase.

What is CFO Plans's SIC code NAICS code?

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CFO Plans's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does CFO Plans have currently?

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As of December 2025, CFO Plans has approximately 83 employees across 4 continents, including North AmericaAsiaOceania. Key team members include Chief Executive Officer: G. H.Vice President Accounting Operations: R. D. A.Head Of Partnerships: T. J.. Explore CFO Plans's employee directory with LeadIQ.

What industry does CFO Plans belong to?

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CFO Plans operates in the Financial Services industry.

What technology does CFO Plans use?

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CFO Plans's tech stack includes TwemojiFont Awesomeyepnope.jscore-jsUnderscore.jsModernizrCloudflare Bot ManagementBootstrap.

What is CFO Plans's email format?

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CFO Plans's email format typically follows the pattern of First@cfoplans.com. Find more CFO Plans email formats with LeadIQ.

When was CFO Plans founded?

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CFO Plans was founded in 2014.

CFO Plans

Financial ServicesCalifornia, United States51-200 Employees

CFO Plans is the only accounting, finance, and tax service offering 30-minute response times, 5-business-day closes, and pricing based on your revenue, not by the hour or by transaction.  Our model results from a lifetime of entrepreneurial experience to create a financial service for founders and business owners that is unmatched in its predictability, reliability, and scalability.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    CFO Plans's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    CFO Plans's revenue is estimated to be in the range of $50M$100M

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