• VIRTUAL

    CFO

    &

    CPA

    Find the money lost in your business.

    Read More
  • YOUR

    PERSONAL

    CFO

    Your numbers are speaking to you, we can translate.

    Read More
  • MASTER

    YOUR

    MONEY

    Build wealth and follow your dreams.

    Read More
  • CEO

    of


    THE

    CFO

    AGENCY

    Invite Sue Thompson to speak at your next event

    Read More

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.

jonathan-borba-SFhpTCiab1o-unsplash

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.

christina-wocintechchat-com-Q80LYxv_Tbs-unsplash

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.

holly-mandarich-tgRfq2bWyus-unsplash

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 July 8, 2020 Business, CFO Agency, Plan, Profitablilty

What are You Really Building?

I trust you had an amazing Independence Day Weekend.  During these unsettling times it is good to be reminded of the benefits we have in our country –  especially as an ...

Read More
Sue Thompson June 30, 2020 CFO Agency

Powering up Profitability

Keep More of the Money you make! Welcome back to our series of powering up profitability! In our last blog we talked about the importance of planning and the benefits of Dynamic ...

Read More
Sue Thompson June 25, 2020 Business, CFO Agency, Money, Plan

Want A Crystal Ball?

Are you the kind of person who wants to know the sex of a new baby before it is born, or do you prefer the mystery and anticipation of not knowing? Are you one who is diligent ...

Read More
Sue Thompson June 15, 2020 CFO Agency, Money, Taxes

Time Is Drawing Near!

Time Is Drawing Near! As part of the federal government’s tax relief measures  during the COVID-19 pandemic, the IRS extended key deadlines. The new deadline for filing the ...

Read More

We're here to empower you to accelerate your business

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

TESTIMONIALS

Tell Me More!

Enter your details to receive more information about Virtual CFO.