Accounting, Tax & CFO Services

CFOPlusOne

Invest your time and efforts on running your business. Leave the accounting to us.

Ambition is the first step towards SUCCESS. Your success begins with us. It’s not just about the numbers, we know what your money needs. It’s our mission to help you achieve growth and take your business to the next level.

We are your Chief Financial Officers — Bold vision, innovative approach and Accounting expertise for the future of your business at your fingertips.

Services

What We do

#1

Accounting Services & Audit Support

When you can get professional accounting done right, audit ready for your business by a licensed accounting professional for affordable price, why settle for bookkeeping? We stand behind our work, we are ready to support your audit needs.

#2

Tax Services

We offer variety of tax services from tax filing to tax planning and advisory. Particularly, we are specialized in NON-SALT tax, such as Sales Tax, 1099 (US contractors / Consultant) and 1042’s (foreigner) filings and special tax credit program, such as R&D credit and employee retention program.

#3

Billing (AP) and Invoicing (AR)

“Never take your eyes off the cash flow because it’s the lifeblood of business.” — Sir. Richard Branson.

Either want to have more visibility of your cash flow or simply want to outsourcing labor intense work in processing bills or collecting payments, we got you covered! Our team is familiar with various billing and invoicing tools from QuickBooks to Bill.com, Ramp, Expensify and more.

#4

Human Resource & Payroll Processing

Not ready to have a full-time HR or Payroll personnel? That’s where we come in. From one-time support on recruiting and onboarding to ongoing supports such as Payroll Processing, you are covered.

#5

Network Solutions

Need Helps in implementing an ERP system? SAP, NetSuite, QuickBooks, Xero? Meeting your business need is our goal. Your preferred tools are what we will use.

Our support doesn’t end in system implementation, simply need a recommendation for IT outsourcing service? From SEO to monthly maintenance services, Sure.

#6

CFO Services & Financial Advisory

Our CFO Services is custom built for your growing business — from Spend management, accurate forecast, budget to high-impact financial strategies to spot business opportunities and position your business for growth and drive sustainable value for all stakeholders.

Why Choose Us

Accurate Record Keeping

Trust Matters

Without trust, you can’t create value. Our free consultations are to build trust and understanding. We are confident with our work, so we provide full transfer support if we are not right for you. A standard robust onboarding process ensures that our relationships start off on the right foot. Our integrity goes beyond and further - Privacy by default regardless and transparency on pricing and what we can do.

Always Professional

At CFO+, You work directly with a licensed professional - CPA, CGMA, IFRS, etc. - who love support the community. Our mission is all about to position you for the future growth. We believe by helping you navigate complex financial matters with ease, your business growth will help foster the community. We are not "know-everything" and we connect you to who know. This set us apart from the profit-driven accounting firms.

Personalized Services

Our services are directly provided by CPAs, offering a higher level of personalization and quality. As we understand each business is unique, we build custom and comprehensive work plan that meets your needs based on your budget and schedule. You will be working directly with a licensed professional on the transformation journey. Our goal is to help you make better-informed decisions by having a more all-inclusive view of what exactly is occurring within your business.

Winning combination: Deliciated experts + Innovative solutions

We have experience in professional services, technology, SaaS, pharma, R&D, engineering, construction, manufacturing and non-profit. We specialize in Grant/Contract and project accounting, revenue recognition, leasing, costing, stock compensation, IPO and M&A to help you keep up with new accounting guideline and be compliance with regulations. We have deep expertise in SAP, NetSuite, QuickBooks, Xero, Sage, Bill.com, Ramp, Expensify, ADP, Paychex, Gusto, Paylocity, Carta, Spotlight, Divvy and are always willing to explore more innovative solutions. No need to settle with one tool while the pricing or functionality doesn't meet your business needs.

Pricing Meets Your Budget

Our pricing is simply tailored for your needs. No cookie cutter package, no strings attached or ambiguous hidden pricing. No loads of hours or layers of staffing (e.g. admin, junior, senior and controller) assigned to your account and you get hit with a big bill for their time spent on the same thing. Our value-added services simply mean get jobs done at your budget as managing efficiency is our job, that's why we so focus on streamline the process and simplify complexity. So we "Do it right at the first time". Our quality control is free.

Testimonials

What Our Clients Say?

CFO+ helped fill our immediate need for Controller-level support in a remote capacity. The controller, Becky who had experiences in both public companies and private startups, not only helped identify several loopholes in our internal processes and implemented procedures and forms that we can follow but set up the budget model structure, accounting framework and KPI dashboard for us to monitor our financials and keep our spending in control.

Amanda & Sarah

Founders, Tooth Factory, PA

CFO+ has been more than a resource for my accounting needs. They’ve become a resource to help me with stabilization, organization and be compliant with tax law. Their knowledge about various solutions help me find affordable tools that meet my on-the-go needs. When I didn't have my own website, they added my business to their community to market my services and connected me with potential clients. Their going above and beyond the typical relationship with an accountant is truly what I need.

Susan Hotra

Owner, PartyLover, NJ

Before CFO+, I was working with a so-called Ai-empowered company, we missed a few tax filing deadline and our book is not US GAAP. Then I changed to another accounting firm, they assigned a group of consultants, it felt like I was managing a million different tools and tasks to get our books, tax filings, and 1099s all by myself but got hit with big bills for their time for the same thing.
Then I was recommended to swift to CFO+, a designated CPA, structured task schedule and checklists, active communications and consistent monthly fee, no surprises!
Now I can just trust CFO+ to cover everything. It’s so nice to have everything in one place.

Michelle Cheise

Finance at Sporty, UK

I started my freelancer business with a motto "no job is too small". CFO+ values the same. They provides me dedicated personal accounting services with proactive communication and sound advices. Now my company provides facility and event security services in tri-states (NJ, NY and PA). CFO+ services evolve along my business needs. They provide insightful P&L by project and location without my asking or requests. They also prepare for 1099's for all my consultants. I am very pleased and continue to reply on their trusted services.

David Mojica

Founder, Diligence Escort Security, NYC

I am a doctor and a co-founder of a pharma startup and have operations in several countries. The full-package CFO services cover all I need in one single affordable price. I don't need to hire groups of HR, AP/AR, Payroll, R&D Project/Grants, Consolidated Reporting, Tax people,... 1 number to call to know all my financials, very efficient, so I can focus on growing my business.

Kim Chang

CEO, Co-Founder, Medigen Vaccine Biologics, Vietnam

CFO+ has proven to be a truly invaluable service. I talk to a real licensed professional - Liz Jones. Responsive and Timely delivery, thorough guidance and insightful analysis, I can't say enough how impressive I am about her commitment regarding our business. Now she is helping establish our in-house finance department oversea and implementing processes to made the transition seamlessly. I highly recommend their services.

Ivan Su

GM, iStone, China