• VIRTUAL

    CFO

    &

    CPA

    Find the money lost in your business.

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  • YOUR

    PERSONAL

    CFO

    Your numbers are speaking to you, we can translate.

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  • MASTER

    YOUR

    MONEY

    Build wealth and follow your dreams.

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  • CEO

    of


    THE

    CFO

    AGENCY

    Invite Sue Thompson to speak at your next event

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YOUR FINANCIAL EXPERT

You love your business – but it’s running you. Administration, payroll, taxes, accounts receivable. The list of accounting tasks goes on and on, and your dream of running your own business and creating lasting financial security sometimes feels like you’re chasing a rainbow on the horizon.

  • “I can’t seem to get on top of my numbers.”
  • “I’m not a ‘data’ person.”
  • “I wish I understood how to use my financial reports to make long-term decisions.”

Sound familiar? The CFO Agency is your personal, virtual CFO, for your business AND your personal life.

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BUILD YOUR WEALTH

Align your business goals with your lifestyle goals. Money affects us at every level. When you understand your finances professionally AND personally, you can confidently create comprehensive solutions that achieve all your financial goals.

Get clear and begin building your financial legacy today.

REQUEST CFO FINANCIAL REVIEW

FINANCE. CONFIDENCE.

Do these two words work together for you? If not (but you wish they did), you’ve come to the right place.

The CFO Agency is a full-service, fully Virtual CFO and CPA, combining practical services like accounting and tax preparation with strategic planning and financial forecasting to help you answer important questions:

  • “Is the financial strain of taking out a loan worth it in the long run?”
  • “How do I maximize my personal wealth while growing my business?”
  • “Is my business entity incorporated in the most productive way?”

Empower yourself by fully understanding your numbers. Tap into our collaborative financial approach that combines BOTH your personal and business finances.

The CFO Agency is the tool you need to make your important financial decisions with confidence.

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SMALL BUSINESS

You’re a savvy entrepreneur running six to seven figures in revenue. You need a CFO, but not full-time. The CFO Agency provides both practical services and the strategic financial analysis you need to drive growth and increase profitability.

Sue Thompson Businesses

PROFESSIONAL SERVICES & MANUFACTURING

From healthcare services to non-profits, general contractors to small manufacturing operations – The CFO Agency offers the services you need to keep your business moving. Payroll, taxes, and accounting services combined with insights and interpretations so you fully understand your numbers.

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PERSONAL WEALTH BUILDING

Your money is only as good as you make it. Developing a wealth strategy is your key to living today – and leaving your financial legacy. Design your ideal lifestyle and build wealth through proper financial management and selective asset allocation.

Wealth is the ability to fully experience life.

-Henry David Thoreau

BLOGS

Sue Thompson September 17, 2020 Bookkeeper, CFO Agency, Money, Numbers, Taxes

Where is Your Money Hiding?

The tax season has lasted all year this year. For some that has been a good thing, for others it simply delayed the inevitable.  The last minute scrambling is simply taking place ...

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Sue Thompson September 3, 2020 Accounting, Bookkeeper, CFO, CFO Agency

Choosing Your Team

Who is in your corner? Who has your back no matter what, either with a word of encouragement or is ready to roll of their sleeves and go to work right alongside of you? Teams come ...

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Sue Thompson August 27, 2020 Change, Mindset

Who are you surrounded by?

Who are you surrounded by? We have all heard we become like those we surround ourselves with.  This week I had an opportunity to connect with a group of women entrepreneurs, all ...

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Sue Thompson August 20, 2020 CFO Agency

Abundance

Glass ½ Full , Glass ½ Empty, How do you see it? Ideally we would all see the glass ½ full in all situations yet the truth is it varies depending on the situation and depending ...

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We're here to empower you to accelerate your business

Through In-Depth Analysis, Creative Solutions, & Sheer Determination

TESTIMONIALS

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