It is critical for individuals and business owners to have accurate and timely numbers from which to make sound business and tax saving decisions. We believe in a partnership and work to prepare you for any major decision or revenue strategy. We partner with you, providing accurate accounting to ensure you are on track to achieve your vision and goals. We get you organized and keep you organized so you can work on your business to grow revenue and be ready to take advantage of tax saving strategies.
We offer services for individuals and corporations. Whether you are a investor looking to expand your strategies or business owner looking to organize and grow your business, we have a solution for you. We work intently with each client, gathering the information necessary to understand you and your business. We will work to improve your bottom-line performance; provide you with ideas to improve day to day efficiencies and operational excellence.
Who We GIVE TO
The CFO Agency believe very strongly in GIVING BACK.
Below are some of the foundations that we support and give back to:
- Boys & Girls Club
- Flathead Care
- Flathead Community Foundation
- Pachama Alliance
- Unstoppable Foundation
- Cambodia Dream Organization
As the CEO and founder of The CFO Agency, it is truly my pleasure to welcome you to our team. Having worked with money and numbers for over 35 years, what I have learned is that money is an incredible teacher for all of us. It is our gift to be able to work with entrepreneurs in this highly emotional and often challenging part of their business with them.
I see our role as not only a done for you support service but also a critical partner in the growth of their business and their personal wealth development. We are on the cutting edge of the virtual CFO space in our industry and it is my dream to grow a company that provides excellent service in this space with a team who loves to grow and is committed to our vision. I have lived in Montana for 30+ years and I truly love it here, enjoying the amazing beauty and true grandeur of our mountains. When I am not working in the gardens or playing in the outdoors, I love reading and needlework. I am happily married to Ken and the proud mother of Sarah who is an entrepreneur herself. I have been blessed with two beautiful grandchildren who have brought a lot of joy and "busy"ness to our lives.
Ken Butts, Tech Support / Maintenance
I am the CFO Agency Internal Technical Support team. I've been working with computers since 1988 when I built my first personal computer. I received my AAS degree for Computer Science in 1996 and have worked in the corporate world of construction, medical, manufacturing and customer service, as well as a field technician. Hunting, photography, fishing, hiking and biking are just a few of the things I enjoy.
Grace Marlowe, Fulfillment Director
Grace Marlowe moved to Montana a few years ago, and after taking time to really explore this beautiful area she was lucky enough to find a place with the CFO Agency.
Grace has a daughter who is everything to her. They love being able to go on adventures and really enjoy everything this wonderful place has to offer!
Lawrence John Galvez, Sales & Onboarding Officer
Hi my name is Lawrence John Galvez from Manila, Philippines. I am a graduate of Our Lady of Fatima University as a BSHRM. I also have Certificates in Hospitality from The American Hospitality Academy and others related to my degree. I have experience in Hotels, Restaurant, BPO, and Government. My hobbies are going to the gym and working-out. It is my way to stay fit and healthy and to release stress. Also, I like to travel and go to places I have never been before.
I came to work at The CFO Agency by applying here at TOA Global in the Philippines as an Administrative Assistant. In the first month I worked in Finance Department and Kris helped me and trained me well to do the job successfully. Now I am an Admin for the Onboarding Team. It's my pleasure and I am very thankful to Sue and Kris for giving me the chance and opportunity to learn, grow and be part of this wonderful team.
Alina Reed, Accounts Receivable Manager
Alina Reed was born in Kyrgyztan, Central Asia. She moved to United States a few years ago and found her place in Wyoming.
Here, she decided to return to school and graduated from Laramie Country Community College with an Associate’s degree. She is also a certified bookkeeper. Alina found The CFO Agency at a job fair hosted by LCCC, and now she is a part of our team.
Lindsay Feris, Bookkeeper, Payroll & Entity Manager
Lindsay graduated from Everett Community College in Washington State with a certificate in bookkeeping and then moved to Lakeside, Montana, with her two kids. She found The CFO Agency shortly after she settled in, and it has been the best work experience she could hope for.
Lindsay processes payroll for our clients and sets up new entities as well as data entry.
She enjoys being outside with her kids and watching them explore the world. Lindsay has also traveled to seven countries around the world.
James Rachel, Accounting Officer
James was born in Texas and around 8 years old, he moved to Cheyenne, WY. In his 20’s he did some traveling, and lived in Indiana, Utah, Colorado, and Baltimore. In his 30’s he decided to make a career change and went back to school where he discovered a love for accounting and finance.
James is currently attending the University of Northern Colorado working toward his bachelors in Accounting. His goal is to become a CPA sooner rather than later.
James found The CFO Agency at a job fair hosted by the local community college and is very happy that he did. He feels at home here and looks forward to many more years of fun, growth, and learning.
In his spare time, James is an amateur numismatist and enjoys being outside, “weather permitting.”
Jan Henderson, Accounting Officer
Jan has loved working with numbers since she was a child so bookkeeping was a natural fit for her.
Jan was in accounting for several years before she opened a screen printing & embroidery shop in Florida, which she had for 15 years. After moving to North Carolina in 2013 she decided to go back into bookkeeping part time and has been working with the CFO Agency for several years.
Nahtahna Campbell, Accounting Officer
Nahtahna grew up as a small town girl in Montana, Kansas, Arkansas and Wyoming. She has a love for the small town living, outdoors, camping, friends, and family. Tahna is the mother of three children, two daughters and a son. She generally lives life balancing her two favorite sayings: “work smarter, not harder” and “work hard, play harder.”
Nahtahna graduated in 2015 from College America with an Associate’s Degree in Business Management and Accounting, then continued at Independence University to obtain her Bachelor’s in Forensic Accounting in 2017. She worked for the State of Wyoming, DOT’s Financial Department in Accounts Payable during the summer of 2022 and then started at The CFO Agency in November 2022.
Mary Evans, Tax Preparer
I grew up in Johnson county Kansas, a suburb of Kansas City. Since then I have lived in a variety of cities. Chicago, Boston, Milwaukee, Wausau, WI and finally ended up in Denver. I Love the mountains, the variety of things to do here, and all of the sunshine. I am an avid knitter, painter and outdoors person. Hiking, skiing, camping and biking get me out of the house; plus, I read on the regular. Usually reading 6-8 books at a time, with finishing about 20 novels a year, not including internet articles and publications. My first degree is in Fine arts and Photography, but I found that I did not enjoy the putting a price tag on my work, I liked doing the gallery business work more, so I went into Accounting and Business for my double BS degree
I also have my Masters Degree in Business Administration which I got after achieving my CPA designation. I wanted to teach at the university and did so afterwards. I call it my Master BS artist degree (don't need to use this, it's just my dark humor) I was introduced to The CFO Agency through Korn Ferry, and look forward to creating a great experience in accounting and taxation for our clients.
Natalie David, Tax Support
Natalie David is a tax accountant with 2 years of specialized experience assisting US expatriates. She is passionate about navigating the complexities of international taxation, ensuring compliance, and optimizing financial outcomes for clients abroad.
Outside work she is an adventurous soul fueled by curiosity and a craving for diverse experiences. Constantly challenging the status quo, Natalie likes breaking boundaries, and enjoying life's wonderful surprises. She also loves spending time with her cats.
Kimberly Nicole Macaspac, Bookkeeper
I was born and raised in Manila, Philippines. I love to travel, meet new people, see new places, and explore food and culture. During my spare time, I like to read novels or self-empowerment books. I graduated with a Bachelor of Science in Hotel and Restaurant Management and from the American Hospitality Academy in South Carolina I earned both a Hospitality Professional Certificate and a Hospitality Supervisory Certificate. I do have a passion for the Hospitality field and wanted to pursue being a manager in Hotels/Restaurant. But when I did, I felt like I was stuck there and the work became routine. I had the urge to grow in other fields, and that's when I found my love for Accounting. I am really enjoying the challenge of analysis. Who would have thought that figures can tell so much about one's business?
I applied for a Bookkeeper/Accounting job at Toa Global and I found The CFO Agency. I am so grateful to have a team that's very compassionate to one another.
Princess Irony Quiambao, Bookkeeper
Princess grew up in Pasig City before moving to Quezon City, Philippines. She enjoys remaining indoors with her family and dogs, watching anime and TV shows, and reading local and foreign novels.
She has been helping out with the family business since she was a child and discovered a passion for monitoring finances, so she decided to pursue an Accounting course and graduated from National College of Business and Arts in Taytay, Rizal, with a Bachelor of Science in Accountancy in 2018. She was a consistent scholar throughout her studies. Her aim is to obtain her CPA license while working at The CFO Agency in the Philippines.
She applied through TOA Global and was referred to The CFO Agency for the position of Bookkeeper.
Jabez Ruam, Bookkeeper
Jabez resides in Rizal, Philippines. She has a Bachelor of Science in Accounting and loves spending time with her family, playing with her dogs, and binge watching Korean dramas. She also loves traveling, both locally and internationally.
Jabez found The CFO Agency through her local outsourcing company and is so happy to be part of this company!
Harlene Viernesto, Bookkeeper
Growing up in a coastal community in Davao Oriental, life was laid back but your comfort zone is where your dreams die so after seven years of being a government bookkeeper, I finally decided to move to Metro Manila and pursue the career of becoming a global accountant. I was hired by TOA and successfully completed its trophy Accelerator Program wherein we trained for US Accounting and Taxation. My first client match and interview was with The CFO Agency.
I took up Management Accounting, got my Bachelor's degree at the University of the Immaculate Conception and plan to enroll in MBA for my continuing education hopefully this year.
Angelyn Sitchon, Bookkeeper
Hi, I am Angelyn R. Sitchon. I grew up in San Miguel Bulacan, Philippines, where I love to play my childhood sport badminton and live a simple life in a rice field with my family. Then I need to be far away from them on my own to get my Bachelor's degree in Accounting Technology at Our Lady of Fatima University in Metro Manila Philippines.
During my first work as an accounting assistant in 2021, I took an exam and earned my certificate in Bookkeeping to further improve and refresh my knowledge in Bookkeeping. I have waited a long time to join TOA Global as a Bookkeeper and to get experience in international accounting standards. Fortunately The CFO Agency made all this possible. I'm excited to accept the challenges and knowledge. I am enjoying learning the different aspects of accounting and Bookkeeping and it’s wonderful to continually learn and progress.
Jesavil Singhbal, Bookkeeper
I was born and raised in Imus, Cavite. I love surfing the internet and spending time with my mom. I also love playing fps games such as Valorant and CSGO, and I’ve made lot of friends because of it. I graduated from Lyceum of the Philppines University – Cavite Campst with a degree in Accounting