For tax advisors
Your client keeps the books themselves, in NoCFO. You supervise. The coding falls away, the annual accounts stay with you.
No obligation, typically 25 minutes. In Germany, NoCFO currently serves UGs and GmbHs.
Tax responsibility stays with you
DATEV-ready data
GDPR · EU servers
The coding falls away, the supervision stays
What stays with you
NoCFO does not replace tax advice. The scope is deliberately narrow.
Entirely with you, at the usual depth.
Entirely with you.
Entirely with you. That is exactly what the time is freed up for.
Entirely with you. The client keeps the books, you supervise.
Important
NoCFO does not replace tax advice
NoCFO is the software and workflow layer for clients. Tax advice and responsibility stay with your firm. That's exactly why working with tax advisors is central to us: founders and small businesses need simple tools, and in many cases still need professional tax support.
Which mandates this works for
In Germany, NoCFO currently serves UGs and GmbHs. Corporations must keep double-entry books regardless of size, and that is what NoCFO is built for. We do not yet support the Einnahmenüberschussrechnung.
We do not currently support the Einnahmenüberschussrechnung. That means freelancers and sole traders cannot use NoCFO yet. We would rather say so now than in the first demo. The EÜR is on the roadmap.
Join the EÜR waiting list
The mandate that otherwise does not pay
A newly founded UG without revenue carries the same bookkeeping and filing duties as any other corporation. The work is there, the fee is not. These mandates get declined or carried reluctantly.
On the free plan the new UG keeps its books in NoCFO from day one, with proper double-entry bookkeeping and e-invoicing. You supervise. When the company starts earning, it grows into a paid plan and into a normal mandate.
For the founding phase, not for a company in operation: eight transactions per month.
Double-entry bookkeeping from the start, no switch later.
No expiry date and no credit card.
You say yes to a mandate you would otherwise have had to decline. And you are there when it grows.
How billing works. You decide.
We pay no commission and no revenue share to the firm. Not out of thrift, but because it would put your independence at risk. A discount to the client is clean, a payment to the advisor is not.
Model A: the client pays directly
The client buys NoCFO at list price. You recommend, nothing more. You pay nothing and receive no money from us. You receive: the firm cockpit at no extra cost, support with the migration, a named contact, and three months free for every client you bring. The discount goes to the client. The simplest option in professional terms. No commercial activity, no commission.
You pay nothing and receive no money from us.
You receive: the firm cockpit at no extra cost, migration free from ten committed mandates, a named contact, and three months free for every client you bring. The discount goes to the client.
The simplest option in professional terms. No commercial activity, no commission.
Model B: the firm licenses seats
You license seats for the client and deploy them as part of the mandate. You bill the client yourself. We do not suggest a resale price and do not name one. Deploying NoCFO as part of a bookkeeping mandate is professional activity, not commercial activity. A resale with a margin detached from a mandate would be trade, and your chamber would have to permit it. We supply the documents for that conversation.
You bill the client yourself. We do not suggest a resale price and do not name one.
In professional terms, briefly:
Model C: pass-through costs, no margin
You obtain the licence for the client and pass it on without a mark-up, agreed in writing. The client has one invoice, you have no margin. Without a margin there is no trade and no benefit, so neither the commercial-activity question nor the commission ban is engaged. The lean option for firms that want the bundling but not an exemption.
The client has one invoice, you have no margin.
Without a margin there is no trade and no benefit, so the commission ban is not engaged.
The lean option for firms that want the bundling but not an exemption.
Model A is our recommendation for the start. Model C when an invoice should go to the client. Model B when you want to deploy the software as part of the mandate yourself.
The point where this is decided
Not the interface. The handover for the annual accounts. If you have to re-code the year, you have gained nothing and we have cost you time.
SKR03 and SKR04 as chart of accounts, with disciplined mapping.
Supports GoBD-compliant bookkeeping: locked entries, logged changes, a traceable document trail.
DATEV connection (beta) and DATEV export in Buchungsstapel format.
Process documentation as a prepared template for the client. The duty sits with the client, we supply the template.
Data export for tax audits, machine-readable, with structure information.
We deliberately do not claim a GoBD certificate. Third-party certificates have no binding effect on the tax authority. What counts is the client’s process documentation and a booking batch you can import without follow-up questions.
The VAT return
The client prepares the VAT return in NoCFO and submits it through the official interface to their tax office, using their own ELSTER certificate. They are the self-bookkeeper and the filer. You supervise the work and bill the return.
NoCFO does not review tax positions and gives no tax advice on individual cases. The client prepares and approves. The judgement stays with you.
We handle the migration
Firms that are at capacity have no room for a migration project. That is the contradiction in our own offer, and we resolve it by taking the migration on ourselves.
Set up and map the SKR03 or SKR04 chart of accounts.
Set up the DATEV export and run a test import with you.
One training session for the client, 60 minutes.
The first month supported, with a named contact.
We agree the migration with you individually.
For the migration we access client data. We act as a contributing service provider, bound in writing and put on notice of the consequences of a breach. Because the work serves an individual mandate directly, we also need the client’s consent. The form is included, filled in except for the signature.
Who this fits
Good fit
Founded 2015 or later, without entrenched legacy processes.
Four to twenty employees.
Fixed fees rather than billing by object value.
Corporations in the client base.
Possible fit
At capacity and declining mandates. The pain is real, the capacity for the migration is not. That is why we take it on.
Deeply embedded in DATEV. The export works, the migration is a bigger conversation.
Not a fit
Mostly freelancers and sole traders. Without the EÜR we cannot serve these mandates.
A solo practice with one to three people. The migration effort does not pay off.
More than 50 employees. We are too early for that.
FAQ
Questions from firms
Does NoCFO replace tax advice?
Do I lose the VAT return as a billable item?
Which legal forms are supported?
How does the data get to DATEV?
Is NoCFO GoBD-compliant?
May I pass on licences as a firm?
Do you pay a referral commission?
Where is the data held?
How long does a migration take?
