Operational Services

You have unique needs, and we have
unique solutions.
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Some unique services fall somewhere between ‘Accounting’ and ‘Operations’, which bothers you, and there is no clear solution in sight. Well, let's talk!

Sample Services below just to get an idea. We will discuss your exact needs and formulate the service for you.
Accounts Receivable
Ideal Customer,
B2B Invoicing
B2C non-subscription-based invoicing
Average monthly invoicing over $500K
Average invoice value higher than $500

What we do,
Set up the AR system
Set up the AR process
Customer onboarding
Full-cycle AR management (Invoice to Cash)
Coordinate with the Accounting Team
Produce management reports and KPIs related to AR
Accounts Payable
Ideal Customer,
Average monthly payments over $500K
Average monthly bills over 500
Multiple approvals required

What we do,
Set up the AP system
Set up the AP process
Vendor onboarding
Full-cycle AP management (Bill to Payment)
Coordinate with the Accounting Team
Produce management reports and KPIs related to AP
Commission Calculations
Ideal Customer,
Over 50 sales team
Tiered commission structure
Multiple input points
Average commission total > 100K

What we do,
Set up a commission calculation system
Set up the workflow
Commission calculation, obtain approvals and affirmations
Payroll input
Produce management reports and KPIs
Post-payment employee communication
Tip Pool Calculations
Ideal Customer,
Restaurants with 50+ employees
Tiered TIP pool
Varying % distribution

What we do,
Set up the calculation
POS feed to calculation
Payroll input
Produce management reports and KPIs
Post-payment employee communication
LET'S CONNECT
BOOK A CALL
LET’S TALK
805-624-5782
new@cfoplans.com
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CFO Plans Inc. services are limited to Operational Accounting, CFO services, and Tax Filing Coordinations only.
CFO Plans Inc. does not provide services that require a license to practice public accountancy.