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. 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. Empower yourself by fully understanding your numbers. Tap into our collaborative financial approach that combines BOTH your personal and business finances.
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. Empower yourself by fully understanding your numbers. Tap into our collaborative financial approach that combines BOTH your personal and business finances.
Services
The CFO Agency partners with Wulstein Financial Services to bring you complete CPA and Tax Filing Services. Stop letting all your profits flow out of your business and into your tax bill. Through a combination of entity and tax strategies, you have powerful allies to plug the tax holes in your company.
The CFO Agency Players Club Retreat was designed to provide the ultimate financial experience for you and your business. In this three day financial intensive, we will delve into everyone's favorite topic, MONEY. Through specifically designed curriculum to maximize your financial acumen, we will re-shape the way that you look at your money and finances.
Are you looking for ways to transform your leadership, grow your business, and get RESULTS? This book contains very powerful insight from 17 successful business experts who dive deep to share their stories of success with you. You will find out what you need to position yourself best to achieve success and get results for your business.
Get it done the right way, once and for all, so you are set up to win for today and tomorrow! Establish the financial systems to support exponential growth, stay in compliance with government regulations and keep more of the money you make. Are you feeling like it's time to create good financial systems but you don't know where to even start?.
This course will teach you the secrets to ensure you make money so that you can be truly present when you're at HOME, with more time to PLAY and more MONEY in the bank! Invest in yourself NOW so you can gain clarity on your numbers, make sound decisions based on what those numbers are telling you, and build wealth for immediate and long-term peace of mind.
Reviews (3)
Krista Borgardt
Nov 27, 2018
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The team at the CFO Agency is just remarkable! I've had the pleasure of getting to know Sue Thompson and her business development manager, Grace Marlow this past year. These ladies have a wealth of knowledge and more importantly are able to explain financial lingo in terms that I can understand. I've also attended a couple of their Financial Freedom classes/meet ups and I've always walked away with something I can easily implement in my professional and personal life to help me grow my wealth and get my finances under control. I appreciate them taking the time to answer my questions and offering
Cassandra Swanson
Sep 07, 2018
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Ryan Withrow
Sep 29, 2017
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As an entrepreneur and business owner, I highly recommend The CFO Agency for any financial management/planning needs. Note that there is one major piece to the puzzle in order for the relationship to have success, though. That piece of the puzzle is patience and time. As an entrepreneur, I typically want things done FAST and see a return on my investment within minutes, but that should never be the case when it comes to your finances. Give Sue and her team a bit of time to understand you, your company, and your habits. I guarantee you won't be disappointed when you do!
