CFO Associates
Likely to Engage tag.Highly Engaged Employees

Accounting for Legal Practices · Florida, United States · 11-50 Employees

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Overview

Headquarters

1713 S Lois Ave Ste 200, Tampa, Florida,...

Phone Number

(813) 467-9992

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
2
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1
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1

About CFO Associates

CFO Associates provides CFO accounting and tax planning services tailored for family offices, private equity firms, real estate investors, and high-growth entrepreneurs. The firm focuses on optimizing business and personal finances to enhance cash flow and net worth through expert advisory and tax strategies. Their comprehensive services include handling accounting responsibilities, tax planning, and compliance support. By leveraging scalable cloud-based solutions, they empower clients to access real-time financial information for informed decision-making.Explore more
CFO Associates's Social MediaPopular SearchesCfo Associates LLCCFO associatesCFO Associates IncCFO Associates WhoCFOAssociatesLLCSIC Code 87,872NAICS Code 54,541Show more

CFO Associates Org Chart

RL
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Chief Executive Officer

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RL
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Chief Financial Officer

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JR
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Senior Chief Financial Officer, Advisory Serv...

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PL
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President

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Lauren Lopez, Chief Communications Officer at CFO Associates
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Chief Communications Officer

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LV
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Chief Financial Officer, Client

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AC
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Client Controller - Cryptocurrency

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SM
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Client Controller

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HN
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Controller

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AW
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Client Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CFO Associates

<$5M
11-50
Private
-
2014
<$5M
11-50
Private
<$5M
2015
<$5M
1-10
Private
-
2016
LL
Lin LechenAccounting Assistant
<$5M
1-10
Private
-
2014
AB
Abigail BurtContract Accounting
<$5M
1-10
Private
-
2010
MB
Missy BurdickAccounting Assistant
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

CFO Associates is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

CFO Associates is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about CFO Associates.

CFO Associates Tech Stack

A closer look at the technologies used by CFO Associates

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding CFO Associates

What is CFO Associates's official website?
CFO Associates's official website is www.thecfoassociates.com
What is CFO Associates's Revenue?
CFO Associates's revenue is <$5 Million
What is CFO Associates's SIC code?
CFO Associates's SIC: 87,872
What is CFO Associates's NAICS code?
CFO Associates's NAICS: 54,541
How many employees does CFO Associates have?
CFO Associates has 11-50 employees
What industry does CFO Associates belong to?
CFO Associates is in the industry of: Accounting for Legal Practices, Business Services
What is CFO Associates competition?
CFO Associates top competitors include: David Chen CPA, Pasquesi Partners, Burdick Tax & Accounting, ABusinessManager.com
What technology does CFO Associates use?
Some of the popular technologies that CFO Associates uses are: Google Universal Analytics, HubSpot, QuickBooks, Xero
Who is the CFO of CFO Associates?
CFO Associates's CFO is Raul Lopez
How do I contact CFO Associates?
CFO Associates contact info: Phone number: (813) 467-9992 Website: www.thecfoassociates.com
What does CFO Associates do?

CFO Associates provides CFO accounting and tax planning services tailored for family offices, private equity firms, real estate investors, and high-growth entrepreneurs. The firm focuses on optimizing business and personal finances to enhance cash flow and net worth through expert advisory and tax strategies. Their comprehensive services include ha... ndling accounting responsibilities, tax planning, and compliance support. By leveraging scalable cloud-based solutions, they empower clients to access real-time financial information for informed decision-making.Read More

What are CFO Associates social media links?
CFO Associates Linkedin page CFO Associates Twitter page CFO Associates Facebook page
Is CFO Associates a public company?
CFO Associates is private company therefore does not currently have an official ticker symbol
See more information about CFO Associates

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