VIRTUAL CFO & CPA

Find the money lost in your business.

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YOUR 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.

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BUILD YOUR WEALTH

Let our Virtual CFO Services 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 the analysis you need to fully comprehend – and fully profit – from your numbers.

LEARN MORE ABOUT VIRTUAL CFO

YOUR PERSONAL CFO

Your numbers are speaking to you. We can translate.

Getting in touch with your numbers is important. Even more important is understanding the story that they are telling you. Get connected with one of our expert financial representatives to deliver an in depth analysis on where your business stands.

REQUEST CFO FINANCIAL REVIEW
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MASTER YOUR MONEY

Build wealth and follow your dreams.

Getting in touch with your numbers is important. Even more important is understanding the story that they are telling you. Get connected with one of our expert financial representatives to deliver an in depth analysis on where your business stands.

MASTER YOUR MONEY

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.

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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.

Sue Thompson Businesses

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.

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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

Sue Thompson January 14, 2021 CFO Agency, goals, Money, Plan, Systems

Don’t Let Unrest Stop You

As things keep changing it is important to stay current on the items that impact you.  Anything more is just noise, a distraction most of us do not have time for. So what is ...

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Sue Thompson January 7, 2021 CFO Agency

Resolution Time!

I know it’s your favorite time of the year.  All the resolutions we “should” make for a happier, healthier, more prosperous new year.  One thing I have found is that ...

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Sue Thompson December 17, 2020 CFO Agency, Decision, Money, New Beginnings, Numbers

Christmas Bells Are Ringing

Christmas Bells Are Ringing… As you hear them what comes up for you? Is it a time of nostalgic thinking about the traditions that make the holidays special for you? Do they ...

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Sue Thompson December 10, 2020 Money, Systems, Taxes

It’s Been a Wild Ride!

It’s been a wild ride!      As the year is coming to a close we have been having lots of planning conversations with clients for tax strategy.  The good news for our ...

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We're here to empower you to accelerate your business

Through In-Depth Analysis, Creative Solutions, & Sheer Determination

TESTIMONIALS

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