From Michelin Stars to Motels.

Real-time financial clarity for hospitality businesses—so you can focus on experience, not spreadsheets.

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HOW WE HELP

Hospitality is detail-oriented. Margins are tight, labor is complex, and cash flow moves fast. Whether you run a restaurant group, boutique hotel, resort, or cocktail bar—CFO Plans is your full-stack finance team.

We handle the numbers so you can lead your team, serve your guests, and grow with confidence.

How we work with you

  • Abstract logo of two interlinked chain links, one in light blue and one in dark blue.

    Connect

    We connect with your systems—Toast, Square, QuickBooks, Gusto, TipHaus, and more.

  • Four horizontal blue bars of varying lengths and shades, arranged vertically on a white background.

    Align

    We reconcile weekly, report monthly, and track prime cost, cash, labor, and vendor flow.

  • A stylized illustration of a blue knight chess piece.

    Advance

    We help you forecast cash, open new locations, and improve margins without cutting corners.

Core Services We Offer for Hospitality

We don’t just track the past—we help you lead the future.

Daily Bookkeeping & Sales Reconciliation

We pull and reconcile daily sales from POS (Toast, Square, Lightspeed), track vendor invoices, and match every payout.

Location-Level Reporting

Get clean P&Ls by location, service type (dine-in, delivery, catering), or shift—so you can make smart operational calls.

Payroll, Tips & Labor Reporting

We manage payroll processing, tip pooling, tax compliance, and labor tracking—hourly, salaried, and service-included.

Cash Flow Forecasting

Plan for seasonality, renovations, equipment purchases, or expansion with 4-, 8-, and 12-week cash views.

Prime Cost Tracking

We monitor food, beverage, and labor costs weekly so you know exactly how you’re performing against industry benchmarks.

On-Demand CFO Support

We help you navigate pricing, staffing, opening new locations, investor conversations, and margin strategy.

“Even with a background in finance, I know my time is better spent making decisions—not preparing statements. CFO Plans handles everything from financial reporting to supplier payments with precision, letting us focus on what we do best: serving great food and creating a great team culture.”

— Marc Howland, Founder of Breadless

Why CFO Plans for Hospitality?

With CFO Plans, your numbers fuel the experience—not fight it.

We know the floor.

POS, payroll, COGS, prep schedules—this isn’t new to us.

We adapt to your pace.

We track weekly, respond fast, and help you stay ahead.

We make finance feel like a partner.

Calm, consistent, and proactive.

With CFO Plans, you’re not guessing. You’re growing.

Hospitality Finance FAQs

  • Weekly is ideal. Daily POS pulls with weekly vendor invoice reconciliation keeps your costs and margins visible.

  • Prime cost = food + beverage + labor. It’s the single best indicator of operational profitability. We track and flag overages before they become losses.

  • Yes. We create consolidated and location-level reporting so you can view performance clearly at both the micro and macro levels.

  • Absolutely. Hospitality is cyclical—our rolling cash forecasts help you prep for high seasons and survive slow ones without stress.

  • Yes. Your POS tracks sales. A bookkeeper records data. A CFO gives you strategic insight on pricing, staffing, vendor terms, expansion, and profit goals.

Keep the hospitality. We’ll handle the finance.

Let’s talk. We’ll show you how CFO Plans brings order, insight, and control to your hospitality business—so you can lead with focus.

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