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Our Plans 2017-12-03T08:20:36+00:00

OUR PLANS

With all of our plans, CloudCFO handles your company’s accounting through a combination of easy-to-use software, a dedicated finance team, and tax expertise. We also can customize a plan to build the right set of features and services for your business.

Below are options we developed that can be tailored to your needs as your business evolves and grows.

START-UP

We will help you establish your new company by assisting with required state and federal filings, as well as helping you establish an operating account at the financial institution of your choice. We will handle as little or as much of the following as you would like; payables, billing and receivables, financial statement creation and analysis, cash flow forecasting, vendor and contract negotiation. We offer outsourced payroll and tax services through outside experts, or we can work with whomever you choose if you already have established relationships in these areas.

SMALL BUSINESS

After your firm has pushed through the Start-Up phase, you will qualify for our Small Business Service. This level provides the same services as you had before, as well as assistance in developing and streamlining processes that are efficient, effective, and scalable. We will also help you establish internal controls and budgets that are benchmarked to current industry standards.

MEDIUM SIZED BUSINESS

Our Medium Sized Business Service is for established businesses that have between one and ten million in annual revenues. These firms often have more complicated financial reporting requirements, capital funding needs, and strategic partnerships that have to be considered. Multiple owners and multiple entities are often involved. We have the experience, expertise, network, and wisdom to handle these types of situations and can also assist with the formulation and execution of exit strategies.

CUSTOM PLANS

With a customized solution, we tailor design a plan just for your company based on your input and needs. Pick and choose any or all of the services we provide from “Our Services” page.

OUR AFFILIATIONS

GET ALL OF THE BENEFITS OF AN ENTIRE ACCOUNTING DEPARTMENT WITHOUT THE OVERHEAD.

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