• 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 May 6, 2021 CFO Agency, Plan

What is your debt really costing you?

When I first started in mortgage and personal lending in the early 80’s (Which really wasn’t that long ago) rates began at 12-14%.  This didn’t seem to be as much of a ...

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Sue Thompson April 29, 2021 CFO Agency, Money

Are you Intentional with Money?

The more we can be consciously intentional with how we manage our financial inflows and outflows the more in control we will feel.  When you truly understand that you are at ...

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Sue Thompson April 22, 2021 Business, CFO Agency, Entrepreneur, Money, Money Principles

It’s Time For a Financial Reboot

As we move into the second quarter of 2021, now is a great time for a financial reboot in our business and personal financial planning and growth. Things are slowly recovering ...

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Sue Thompson April 15, 2021 CFO Agency, Wealth, Wealth Building

Benchmarks for Wealth Development

As an entrepreneur you know the importance of generating income and having good margins in the process, so you are truly generating income for yourself and your family not just ...

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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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