The CFO Agency

VIRTUAL CFO & CPA

Find the money lost in your business.

The CFO Agency

VIRTUAL CFO & CPA

Find the money lost in your business.

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 November 17, 2022 CFO Agency, Mindset

Mexico

If you have never been to Mexico, I highly recommend it. Not only are the sun and the ocean delightful, but the people and the culture are also refreshing. They are happy and kind ...

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Sue Thompson October 20, 2022 Change

Economies of Scale or Extortion and Blackmail?

Will we ever learn?   As an entrepreneur who takes great joy in creating meaningful work for my team while at the same time providing excellent service to our clients, I will ...

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Sue Thompson September 22, 2022 Plan

Time to step it up!

Time to step it up! In most families, there is someone who takes care of all the bills.  This person typically is the one to manage the family cash flow, make decisions on ...

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Sue Thompson August 30, 2022 CFO Agency, Gratitude, Journey, Mindset

Connections

When I first started my company, I was taught that “he who has the best Rolodex will have the greatest success”, in other words, it’s not what you know it’s who you ...

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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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