Tax Preparation and Filing
Tax season is upon us and The CFO Agency has an exciting opportunity that may be a perfect fit for you! We have been serving business owners for more than 30 years. Our ...
Read MoreDESIGN YOUR DREAMS
Running a business can be easy. With the correct planning, preparation, and help, you can create a successful business directly in alignment with your objectives.
At The CFO Agency, we act as your personal financial guru. We not only help you achieve results, but to also hold you accountable when things get off-track. As a direct financial source available to you, we provide an in-depth and comprehensive approach to managing your money and finances.
- Get Aligned
- Customize Your Plan
- Live Life On Your Terms
ACCELERATE YOUR LIFE
The CFO Agency is a full-service, Virtual CFO company that enables YOU to focus on the growth of your business, while minimizing financial strain and maximizing wealth creation. Our company provides a customized accounting solution that saves you time and money and puts you in control of your business and life. With a collaborative financial approach that combines your personal and business finances, we will help you become empowered with your numbers, allowing you to make the important financial decisions with confidence. Our comprehensive analysis of your business and lifestyle goals provides the foundation necessary to run your business the way you want and live the life of your dreams!
IMPACT ENTREPRENEURS
From coaches to consultants, to spirit conscious entrepreneurs, to service providers, we provide the foundational skills to design, develop, and grow your business, so you can make a tremendous impact to those you serve harmonized with making enough money to support your life.
SMALL BUSINESS
For savvy business owners with multiple six and seven figures in revenue, our focus is to provide strategic financial analysis that drives growth and increases profitability. As the CFO of your company, we provide you with the insights and interpretations that your numbers represent, and provide recommendations based on results.
WEALTH BUILDERS
Developing a wealth strategy is key to living and leaving your financial legacy. We work with you to design your ideal lifestyle and build wealth through proper financial management and selective asset allocation.
Being at choice is where there is freedom in your life
Build Your Business the Way You Want - Live Life on Your Terms
BUILD YOUR WEALTH
Our main goal at The CFO Agency is to align your business goals and your lifestyle. Money affects us at every level, and understanding your finances both personally and professionally is the best way to create a comprehensive solution that achieves all of your desired financial goals.
You can get clear on how to begin building your financial legacy by scheduling your CFO Financial Review today.
RECENT ARTICLES
Sue Thompson
February 7, 2019
Business, CFO Agency, Entrepreneur, Finances, Money, Plan, Profitablilty, Taxes
Are you paying yourself enough?
We are wrapping up our series “5 Tax Mistakes Small Business Owners MUST Avoid” with Mistake #5: Not Paying Yourself a Salary or Too Small a Salary. In case you have missed ...
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Sue Thompson
January 31, 2019
Accounting, Business, CFO Agency, Entrepreneur, Finances, Revenue, Taxes
Home Office Deduction
According to www.IRS.Gov, you are most likely missing this… Home office tax deduction. If you have a space in your home that is dedicated to conducting business, then you may ...
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Do-It-Yourself Tax Filing
How hard can filing my taxes be, really? Do you find yourself thinking this as you sit down to begin working with all the year end tax filing deadlines? After all, accounting is ...
Read MoreWe're here to empower you to accelerate your business
Through In-Depth Analysis, Creative Solutions, & Sheer Determination
Look what our clients say about us.
Sue has this amazing ability to take the chaos out of financial planning! She easily takes even the most disorganized set of financial information and turns it into an easy to read framework that guides you through the process of understanding your current financial situation in a way that leads to logical decisions and actions on how to achieve the financial results you are looking for. I highly recommend her to anyone seeking to get a better understanding of your financial status so you can calmly and rationally plan for your financial future.
Margaret Mills [Founder]
Working with Sue has benefitted me immensely, there is no question. She has taught me how to value myself, my services, my work in the world, and how to connect with prospects and clients in a more direct and mindful fashion that focuses on getting the results I need to stay in business and serve more people. She has also guided me on how to create a better money system for myself, how to look at money in a new way, to work with it instead of against it and to understand the consequences of my actions, for instance, when and how often I chose revenue generating activities in my day as opposed to activities that may support my business on a secondary level, but not necessarily generate revenue. She has streamlined my process and that makes all the difference as a solo entrepreneur!
Melissa Waldron [Red Hot Now]
I had always been afraid to confront finances. I've never been great at math and no matter what I was making, it was never enough. This year I was determined to get out of this scarcity mentality and my goal was to become an excellent manager of my finances. I knew that once I brought clarity and order to our finances, the money would overflow. It hasn't been easy, it's required me to say yes to some things I didn't even know how I would pay for...but in the end it was worth it. I now KNOW my numbers, my clientele has quadrupled, I know what it costs to run my business, I'm sticking to a budget that doesn't feel restrictive, I feel confident in my 12 month vision and the level of integrity I have in my business dealings is so different than even a year ago. I'm so grateful to see the fruits that have come as a result of me making a simple decision to stop struggling and start accepting that abundance is my birthright. Special thanks to Sue Thompson for helping me see the big picture literally! And how every financial decision factors into that.
Jackie Kotei [Marketing Coach]
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