• 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 October 14, 2020 CFO Agency

Ready for filing 2020 Taxes?

Ready for filing 2020 Taxes? This year has felt like an entire year of filing taxes. With the extension of the tax deadlines and then all the stimulus funding we have spent a lot ...

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Sue Thompson October 6, 2020 Belief, CFO Agency, Generosity, Money

If You Want More of Something Then Give It Away

Have you ever said to yourself I will when…. I have more time I have more money I have more knowledge I know I have. A wise mentor of mine once told me “If you want more of ...

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Sue Thompson October 2, 2020 Bookkeeper, CFO Agency, Finances, Numbers

What Would You do?

What would you do… … if you discovered someone was stealing from you? Unfortunately, this happens in many ways and comes from the people around you that you would least ...

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Sue Thompson September 24, 2020 Accounting, CFO Agency, Finances, Money

Bankers Stink

I have a client with a big sign in his office that says “Bankers Stink”.  For anyone who is self-employed and has tried to qualify for a bank loan, while using the tax system ...

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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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