So Why Are We Really Doing This?
The desire to grow and learn and make a difference is inherent in most entrepreneurs I meet. Yes, there are some who have simply created themselves a job on their own terms either ...
Read MoreYOUR 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.
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.
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.
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.
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.
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
But The Deal Sounded So Good
We have all had experiences where we have invested in things, but they just didn’t quite pan out like we thought they would. I know I have had lots of them. Yet, they work ...
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Someday I Will
Someday when… Is philanthropy something on your list to do… someday? Or maybe your dream is “I’ll take that amazing vacation… someday”. I know for myself, ...
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Entrepreneurs with Vision
Today we are going to Whitefish to book the hotel for our annual Players Club Retreat. After missing last year due to the challenges of COVID, I am truly excited about the group ...
Read MoreWe're here to empower you to accelerate your business
Through In-Depth Analysis, Creative Solutions, & Sheer Determination
TESTIMONIALS
Sue has this amazing ability to take the chaos out of financial planning! She easily takes even the most disorganized set of financial information and turns it into an easy to read framework that guides you through the process of understanding your current financial situation in a way that leads to logical decisions and actions on how to achieve the financial results you are looking for. I highly recommend her to anyone seeking to get a better understanding of your financial status so you can calmly and rationally plan for your financial future.
Margaret Mills [Founder]
Working with Sue has benefitted me immensely, there is no question. She has taught me how to value myself, my services, my work in the world, and how to connect with prospects and clients in a more direct and mindful fashion that focuses on getting the results I need to stay in business and serve more people. She has also guided me on how to create a better money system for myself, how to look at money in a new way, to work with it instead of against it and to understand the consequences of my actions, for instance, when and how often I chose revenue generating activities in my day as opposed to activities that may support my business on a secondary level, but not necessarily generate revenue. She has streamlined my process and that makes all the difference as a solo entrepreneur!
Melissa Waldron [Red Hot Now]
I had always been afraid to confront finances. I've never been great at math and no matter what I was making, it was never enough. This year I was determined to get out of this scarcity mentality and my goal was to become an excellent manager of my finances. I knew that once I brought clarity and order to our finances, the money would overflow. It hasn't been easy, it's required me to say yes to some things I didn't even know how I would pay for...but in the end it was worth it. I now KNOW my numbers, my clientele has quadrupled, I know what it costs to run my business, I'm sticking to a budget that doesn't feel restrictive, I feel confident in my 12 month vision and the level of integrity I have in my business dealings is so different than even a year ago. I'm so grateful to see the fruits that have come as a result of me making a simple decision to stop struggling and start accepting that abundance is my birthright. Special thanks to Sue Thompson for helping me see the big picture literally! And how every financial decision factors into that.
Jackie Kotei [Marketing Coach]
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