August 17, 2017 CFO


Often times I am asked what is the difference between a CPA and a CFO.  One of the biggest mistakes I see people make is assuming that because they have a CPA they are getting financial strategy.

A CPA provides strategy for tax, not operations and management. At The CFO Agency we provide all of those plus personal wealth development strategies.  We work with you to make sure your money is working for you in all aspects of your life.

If you are a company focused on growth then having a CFO is your secret weapon for accelerating your results.  As Your Financial Expert, we partner with you to take your dreams and show you exactly how to build them.  Together we determine who and what you need to achieve your results in the most efficient way possible while keeping more money in your pocket.

One of the most important tools we use as your CFO is a forecast, or what I call Dynamic Planning.  This is a deep dive into your goals where we will determine how money is best invested to maximize your returns and profitability.  Knowing exactly what resources are needed when  and how they will produce your ROI .

This financial strategy is what will provide you with the confidence of knowing that you are on track for your goals while managing your time and energy so that you and your team do not burn out.

The beauty of using an outsourced CFO like our organization is that it’s cost effective.  You gain the expertise and knowledge of a financial expert who has helped other companies just like yours to achieve success while only paying for the hours you need.

If you are ready to explore if its time to work with a CFO lets talk and see if now is the right time for you.


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