Almost 8 years handling our full accounting backend. Amazing service! Up to the minute accounting, on-time financial close, on demand reporting, assigned team, and no-nonsense monthly price. The best!
I cannot say enough good things about the accounting work that our team from CFO Plans is doing for us. We were connected to them through one of our employees who knows that company. They immediately assigned a team of knowledgeable accountants, who helped us get our Accounts Receivable and Payables under control. We’re always updated on our numbers, which allows us to spend our time developing the business. I would definitely recommend their services to other businesses
CFO Plans is doing a great job managing our accounting and staying on top of the accounts receivable. We get our monthly reports at the beginning of each month. We communicate with our team whenever we need them and get direction about possible opportunities to pivot from the Vice President. This is exactly the kind of service I would have hoped for when looking for a great accounting service.
CEO of Genialis
In this episode of Fireside Chat, we sit down with Rafael Rosengarten, CEO of Genialis. Rafael shares how his carefree childhood sparked his initial curiosity and how his world-class bioscience education laid the foundation for the creation of Genialis. Join us as we delve into the groundbreaking technology and innovations at Genialis, explore the vast economic opportunities, and discuss the challenges that lie ahead.
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CEO - Expert Dojo
Dive into the entrepreneurial journey with Brian Mac Mahon, the visionary CEO and Founder of Expert Dojo, in this enlightening episode! Discover the pivotal moments of Brian's early career and gain insights into his unique perspective on startup growth, from cultivating domain awareness to achieving domain dominance. Explore Expert Dojo's global expansion and the hurdles overcome along the way. Brian also emphasizes the critical role of back office quality in the pursuit of success. Don't miss this exclusive opportunity to learn from a seasoned expert who has funded, advised, and led hundreds of companies to success. Whether you're just starting out or already on your entrepreneurial path, this video is a must-watch for invaluable guidance and inspiration.
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CEO of Mitra Chem
The star CEO of Mitra Chem, Vivas Kumar, engaged in an insightful conversation with the CEO of CFO Plans, Gary Hewamadduma, to delve into the profound challenges they're addressing, the innovative solutions they're crafting, and why this endeavor is of paramount significance, not just in terms of technology requirements but also from a geopolitical standpoint. In a captivating 35-minute exchange, Vivas generously unveils a facet of his personal history, shedding light on his family's deep-rooted involvement in the energy sector spanning decades, and how their influence sparked a unique perspective on energy. In the end, Vivas imparts valuable insights to aspiring entrepreneurs, emphasizing the intricacies of managing essential yet discreet backend operations.
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CEO of Passport Shipping
In this compelling episode, Gary Hewamadduma, the CEO of 'CFO Plans,' engages in a dynamic conversation with the visionary CEO of 'Passport Shipping,' Alex Yancher. Offering a captivating insight into his journey, Alex reflects on his formative years at Facebook, revealing the pivotal moments that led him to embark on the creation of a groundbreaking global shipping solution.
Passport Shipping has emerged as the unrivaled leader in its class, revolutionizing the shipping industry with a distinctive approach to addressing the intricate challenges faced by US-based retailers and 3PLs involved in international package shipments. As a post-series B company, Passport Shipping is on a trajectory to become a household name, a testament to the deliberate strategy and ingenuity that underpin its success.
The dialogue delves into the core of Passport Shipping's operations—what challenges they tackle, the innovative methods employed, and the formation of an exceptional team dedicated to not only sustaining but elevating the company's growth, all while adhering to fundamental principles. This episode provides a glimpse into the deliberate efforts and strategic decisions that have positioned Passport Shipping as a beacon of excellence in the global shipping landscape.
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Process invoices Process payables Process receipts (ACH Deposits, Checks, & Wire transfers) Perform daily bank reconciliations Review all bank accounts for deposits, returned checks, and bank charges Monitor and reconcile payable clearing accounts
Perform accounts receivable follow-ups Prepare customer/vendor account statements Process weekly payables Perform reconciliations with the GL system and other third-party applications
Process payroll Payroll Accounting
Perform bank reconciliations Perform customer account reconciliations Perform vendor account reconciliations Post monthly journal entries like accruals, amortizations Operational regulatory filings like sales tax, as applicable Prepare balance sheet ledger reconciliations Prepare financial statements
1099 Filing Delaware Franchise taxing file Income tax filings
Onboarding of clients’ employees or contractors in the relevant payroll system Investor reports Lender reports Budgeting and forecasting Specific KPI reporting Direct communication with local/state/federal agencies Accounting process and procedures development Sales Tax filings and payments ( As required by the state)
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