Capital CFO+
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks, ADP
Who they say they serve: consultants (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Capital CFO+ | home page | |
| Website | https://capitalcfollc.com/ | home page | |
| Office locality | Saratoga Springs, NY | home page | |
| Phone | +15183504020 | home page | |
| Offers bookkeeping | Documented: ...with small businesses and non-profits since 2019 and has built a strong background in bookkeeping and financial analysis. In her time in the finance world, she has gained... | /about | |
| AP / AR | Documented: ...customized templates for invoices, statements, estimates, and purchase orders Manage Accounts Payable and Accounts Receivable Invoicing Train your administrative staff in fully... | /bookkeeping | 4 pts (max 4) |
| Payroll coordination | Documented: ...businesses. Along the way, she’s managed everything from full-cycle bookkeeping and payroll to compliance, HR, and day-to-day operations. She loves making the numbers work - and... | /about | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...budget, where he led all aspects of financial services including strategic planning, financial statement preparation and analysis, and cost report and tax return preparation.... | /about | 6 pts (max 6) |
| Industries served (documented) | consultants | home page | 5 pts (max 5) |
| Software supported | QuickBooks, ADP | /about | 5 pts (max 5) |
| What is included / excluded | Documented: ...plan to take your business to the next level. Our CFO Business Planning Services include: Financial Analysis Reducing Liability Ensuring all elements of your financial plan work... | /cfo-business-planning | 5 pts (max 5) |
| Onboarding described | Documented: ...We get to know you, your business and listen to key attributes that you identify. Our process takes the uncertainty out of the hiring process and delivers the perfect candidate.... | /recruitment-services | 4 pts (max 4) |
| Communication channel / process | Documented: ...turn. BOOKKEEPING SERVICES Bookkeeping is more than spreadsheets and financials. Your dedicated bookkeeper is responsible for recording your business’s financial transactions... | /bookkeeping | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /wp-content/uploads/2021/04/Privacy-Policy.pdf | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched New York Department of State active corporations (data.ny.gov n9v6-gdp6) for 'Capital CFO+' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3).
Check it yourself on the state's own records: New York State Education Department, Office of the Professions, State Board for Public Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 22 evidenced items come from Capital CFO+'s own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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