Company DescriptionCFO Source will provide you with a cost-effective way to benefit from the skills and knowledge of an experienced CFO and an expert profit-driven CPA. By paying on a part time and/or project basis, you get the financial expertise you need without the high cost of a full time manager. Working with owners and their staff we specialize in developing customized plans for you to move your business forward. With over 20 years of experience we have the know how to get the job done.
We got our start in 2004 when we were asked to help set up the financial side of a new general contracting firm. Shortly after that we were asked by a business owner to help him prepare financial projections to attract venture capital. Through word of mouth we were then being asked by other business owners to help them arrange financing, review their books, and train their accounting staff. In a short time it became apparent that companies could greatly benefit by having access to part time, pay as you go senior level financial expertise. The CFO Source was designed to support those needs. Write a Review