Insights

Niche Market Focus CFO Associates specializes in serving Private Equity Firms, Family Offices, and Closely Held Corporations, indicating opportunities to tailor financial and tax solutions to high-net-worth and complex organizational structures needing customized advisory services.

Modern Technology Adoption The company's implementation of cloud-based and paperless financial systems presents a sales opportunity for firms offering innovative accounting platforms, integration tools, or cybersecurity solutions targeting financial infrastructure modernization.

Growth Potential With revenues between $10 million and $25 million and a lean team of 11-50 employees, CFO Associates shows potential for scale, especially through strategic technology enhancements or expansion of advisory service offerings to attract larger clients in the financial services sector.

Service Expansion Their comprehensive suite including virtual CFO, controllership, and back-office accounting suggests need for complementary consulting in areas like financial analytics, KPI development, or industry-specific compliance solutions to deepen client engagement.

Competitive Positioning Compared to larger industry players like EY or PwC, CFO Associates can leverage its specialized, personalized approach and flexible cloud solutions to differentiate and attract clients seeking dedicated financial leadership with modern infrastructure.

CFO Associates Tech Stack

CFO Associates uses 8 technology products and services including WordPress, Open Graph, jQuery Mobile, and more. Explore CFO Associates's tech stack below.

  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • jQuery Mobile
    Mobile Frameworks
  • Cloudflare Bot Management
    Security
  • HTTP/3
    Web & Portal Technology
  • GoDaddy
    Web Hosting
  • Nginx
    Web Servers
  • AddThis
    Widgets

Media & News

CFO Associates's Email Address Formats

CFO Associates uses at least 1 format(s):
CFO Associates Email FormatsExamplePercentage
First@thecfoassociates.comJohn@thecfoassociates.com
41%
FLast@thecfoassociates.comJDoe@thecfoassociates.com
9%
First@thecfoassociates.comJohn@thecfoassociates.com
41%
FLast@thecfoassociates.comJDoe@thecfoassociates.com
9%

Frequently Asked Questions

Where is CFO Associates's headquarters located?

Minus sign iconPlus sign icon
CFO Associates's main headquarters is located at 1713 S Lois Ave, Suite 200 Tampa, Florida 33629, US. The company has employees across 1 continents, including North America.

What is CFO Associates's official website and social media links?

Minus sign iconPlus sign icon
CFO Associates's official website is thecfoassociates.com and has social profiles on LinkedIn.

What is CFO Associates's NAICS code?

Minus sign iconPlus sign icon
CFO Associates's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does CFO Associates have currently?

Minus sign iconPlus sign icon
As of October 2025, CFO Associates has approximately 37 employees across 1 continents, including North America. Key team members include Ceo: R. L.Chief Communications Officer: L. M. L.Chief Financial Officer: R. L.. Explore CFO Associates's employee directory with LeadIQ.

What industry does CFO Associates belong to?

Minus sign iconPlus sign icon
CFO Associates operates in the Accounting industry.

What technology does CFO Associates use?

Minus sign iconPlus sign icon
CFO Associates's tech stack includes WordPressOpen GraphjQuery MobileCloudflare Bot ManagementHTTP/3GoDaddyNginxAddThis.

What is CFO Associates's email format?

Minus sign iconPlus sign icon
CFO Associates's email format typically follows the pattern of First@thecfoassociates.com. Find more CFO Associates email formats with LeadIQ.

When was CFO Associates founded?

Minus sign iconPlus sign icon
CFO Associates was founded in 2014.

CFO Associates

AccountingUnited States11-50 Employees

CFOs & Tax Advisors helping Private Equity Firms, Family Offices, and Closely Held Corporations grow cashflow through financial accounting and tax planning. Our team consists of seasoned financial leaders with strong business acumen obtained through many years of senior level experience in public accounting and with multi-national Fortune 500 companies. Our objective is to provide our clients with a one stop financial and tax planning source for their organization and family. By outsourcing accounting and back-office to us, our clients are able to save money, improve financial reporting, receive continuous tax planning, and consolidate all of their financial questions and needs to one team.

Our CFO accounting and advisory services (CAAS), seek to modernize organization's financial infrastructure to better understand, plan, and react to financial information. We implement cloud-based and paperless financial systems so information is readily available and documents are electronically and securely maintained. The collaborative and proactive approach we take leads to stronger client relationships and constant visibility into finances. 

Our services:
- Virtual CFO 
- Controllership Services
- Back-Office Accounting
- Business Process Design
- Cloud base solutions
- Metrics and KPIs

Call us today for a free consultation, and let us show you how powerful your business can be!

Section iconCompany Overview

Headquarters
1713 S Lois Ave, Suite 200 Tampa, Florida 33629, US
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2014
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    CFO Associates's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    CFO Associates's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.