CFO Associates Employee Directory

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!

Find CFO Associates employees' phone numbers or email addresses

CFO Associates Global Highlights

Location
Employees

North America
39

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  • United States Of America
    39

CFO Associates's Leadership

  • Stylized image of a person
    R. L.
    Ceo
    Phone icon
  • Stylized image of a person
    L. M. L.
    Chief Communications Officer
    Phone icon
  • Stylized image of a person
    R. L.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    L. W.
    President
    Phone icon
  • Stylized image of a person
    P. L.
    President
    Phone icon
  • Stylized image of a person
    H. R.
    Partner
    Phone icon
  • Stylized image of a person
    R. B.
    Partner
    Phone icon
  • Stylized image of a person
    K. F.
    Team Lead/Client Cfo
    Phone icon

CFO Associates Employee Metrics

100%
50%
0%
2025
2024
  • Accounting
  • Finance
  • Human Resources
  • Other
  • Consultant

Contact profiles from CFO Associates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. L.
    Ceo
    Phone icon
    United StatesFlorida
    Jul 18, 2025
  • Stylized image of a person
    H. R.
    Partner
    Phone icon
    United StatesFlorida
    Jun 02, 2025
  • Stylized image of a person
    L. W.
    President
    Phone icon
    United StatesMaryland
    Jul 18, 2025
  • Stylized image of a person
    L. M. L.
    Chief Communications Officer
    Phone icon
    United StatesFlorida
    Sep 12, 2025
  • Stylized image of a person
    R. L.
    Chief Financial Officer
    Phone icon
    Aug 07, 2025
  • Stylized image of a person
    R. B.
    Partner
    Phone icon
    Jul 16, 2025
  • Stylized image of a person
    K. F.
    Team Lead/Client Cfo
    Phone icon
    United StatesMaryland
    Aug 02, 2025
  • Stylized image of a person
    A. R.
    Client Cfo & Team Lead
    Phone icon
    United StatesTexas
    Aug 10, 2025
  • Stylized image of a person
    J. O.
    Client Cfo
    Phone icon
    United StatesTexas
    Oct 22, 2024
  • Stylized image of a person
    J. S.
    Owner
    Phone icon
    United StatesMaine
    Sep 10, 2024

Frequently Asked Questions

What is CFO Associates known for?

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CFO Associates was founded in 2014 operates in the Accounting industry. The company's main headquarters is located in 1713 S Lois Ave, Suite 200 Tampa, Florida 33629, US. Explore CFO Associates's company overview page for more information.

What is CFO Associates's most common email format?

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CFO Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CFO Associates email formats with LeadIQ.

How many employees does CFO Associates have currently?

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CFO Associates has approximately 37 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are CFO Associates's key employees and leadership?

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As of October 2025, CFO Associates's key employees include:

  • Ceo: R. L.
  • Chief Communications Officer: L. M. L.
  • Chief Financial Officer: R. L.
  • President: L. W.
  • President: P. L.

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