Every day we are making financial decisions, the question is how are you making your decisions? I like to call the filters by which we make financial decisions through our Money ...

Does this sound like you… You have grown your company to a level of success that includes team and consistent revenues.  You are doing a great job.  You know the service you ...

Your Definition of… Success! What is it for you? I know the first time I was challenged with this question I had all my “should” answers right at the top of my mind. Most of ...

As a business owner we wear oh so many hats. Some days it seems like we will never get it all done! On those days the things we love to do the least are what gets put on the back ...

Do you have a big vision? Do you know that you are called to make a big impact in the world with the work that you do? Do you have inkling that mastering the money piece will play ...

Playfulness with Paperwork! Is paperwork the last thing on your to do list? Do you have unopened mail and stacks of paper that you know are important but you just aren’t sure ...

Do you ever feel like there are blind spots when it comes to you and your money? Often times this shows up as having more costs to cover than money coming in for the month. It’s ...

  The first deadlines for filing your taxes or filing for an extension are fast approaching. March 15th: Business Partnerships and S Tax Election Entities (usually called an ...

What if tax time could actually be a time of ease? This is the time of year when the reality of our money management systems comes to light. This is when we discover if our ...

Tax season is upon us and The CFO Agency has an exciting opportunity that may be a perfect fit for you! We have been serving business owners for more than 30 years.  Our ...