Tax is now in the House!

The CFO Agency is really excited to add to our suite of services CPA and Tax Filing Services.  This natural addition to our offering of accounting services allows us to now work with our clients in all areas of their financial management.  Strategies for keeping more of the money you are making will be shared at every level.

I am excited to introduce you to Mark.  As we spent time getting to know one another I was happy to learn that Mark and I share a similar philosophy when it comes to customer service and our work.  We are truly privileged to get to work with you in this area of money and finance.    Below you will read all about Marks extensive experience which makes him a great fit for our CFO level of service.

Mr. Cross passed the CPA exam in 1984 and has maintained his certificate since.  He has practiced in public accounting for ten years prior to entering the healthcare industry.  His experience in public accounting included auditing and tax planning and preparation.  While practicing in Albuquerque he served on the New Mexico Review board for Audits.  Upon moving to Kalispell in 2014 Mr. Cross started his public account firm in October 2015.  He returned to his roots of public accounting and is looking forward applying his experience to help individuals and businesses succeed financially.

In addition, Mr. Cross’s career includes 23 years as Chief Financial Officer and Chief Executive Officer of a Critical Access Hospital, Nursing Home and Assisted Living Center in Shelby, Montana.  His work included physician recruitment, revenue cycle management, board education, development and goal setting, budgeting and union negotiations.  His expertise allowed Marias Medical Center to expand medical and ancillary services while maintaining financial stability over his tenure.

He also provided the needed leadership for the financial turnaround of the Blackfeet Care Center in Browning, Montana.

He completed his undergraduate from the University of Montana, is a Certified Public Accountant and holds a Masters in Healthcare Administration from Montana State University-Billings.

If you would like to explore how we can be of service in the area of CPA services simply email wealth@thecfoagency.com and we will look forward to talking with you.