
How ‘Passport’ built a back-office to match their continuous growth
By Casey Gillam, Sales Manager @ CFO Plans Inc. We are living in a time in…
By Casey Gillam, Sales Manager @ CFO Plans Inc. We are living in a time in the US where you can start to feel hungry, pull out an electronic device from your pocket, choose a few pictures, and have almost any food you’re craving delivered right to your front door in about 30 minutes. Amazing. Consider…
By Umesha Lakshani, Client Group Controller at CFO Plans Inc. A startup is a chaotic place. It has to be! The team is learning, trying, sweating, pushing, wearing multiple hats and trying to stay afloat. It is no crime that setting up a payroll properly is the last thing in the founders’ mind. Recently, I…
by Casey Gillam, Sales Manger at CFO Plans Inc. If you’ve ever had your heartbroken, you may have been told, “There are plenty of fish in the sea.” As relationship advice goes, that doesn’t usually do much to make you feel better in the moment. But as business advice goes, this can be a game-changer…
By Casey Gillam – Sales Manager at CFO Plans Inc. “Beer is proof that God loves us and wants us to be happy.” Whether Benjamin Franklin actually authored this quote or we’re just hopeful that he did, the sentiment remains that Americans have enjoyed consuming cold brews since the time this land became…
By Casey Gillam – Sales Manager at CFO Plans Inc. Every company has a story. An idea that started in someone’s head, a vision that gained momentum, an answer to a need, a path to execution. They have a life of their own with a birth, an education, periods of growth and decline, and, for…
By Casey Gillam – Sales Manager at CFO Plans Inc. What’s more fulfilling than family, friends, and food? Not much, according to the founders of RASA Grill. Rahul Vinod and Sahil Rahman grew up together since they were children as friends because of their fathers’ friendship. At gatherings, food always played an important role when the families met. Rahul…
By Ishara Kadawathe CBA, B.Sc. – Associate Controller, CFO Plans. What is an internal control system? It is a series of actions that occur throughout an entity’s operations and is used to guide the operations by the management in order to achieve the objectives of an entity in relation to the operational effectiveness and efficiency,…
By Fizal Meera, Associate Controller – CFO Plans. (Note: This article is meant for non-accounting business professionals with minimal or no accounting knowledge) You may have heard of prepaid income or perhaps unearned income. Well, It’s all identical. They are just alternative ways of naming deferred revenue Software subscriptions are the survival tool of any…
I am excited to announce the corporate partnership of CFO Plans with Brex. All of our new and existing clients will benefit in multiple ways. CFO Plans is known for managing the entire back-office accounting operations for mid-sized companies with the highest quality, and I believe this partnership is another step forward in delivering what we…
By Casey Gillam – Sales Manager at CFO Plans Inc. Greg Baszucki, a serial tech entrepreneur, built Wheelhouse Enterprises to address several key needs in the business software industry – giving companies the tools and resources needed to compare business software solutions, generating demand online, and connecting leading software vendors with highly qualified customer leads. Greg has…