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CFO Shield Employee Directory

Financial ServicesTexas, United States2-10 Employees

CFO Shield is a financial services firm based in Colleyville, Texas, that supports small business owners in protecting and growing their companies. Led by Fred Tate, the leadership draws on experience in finance and operations to support growth in revenue and profitability. Their offerings include P&L management, profitability improvement, cash-flow optimization, business planning, and financial projections to address common operational challenges.

The firm also aims to help clients navigate situations with incomplete information by developing strategic plans and implementing actions aimed at defined objectives. Beyond budgeting and financial analysis, the team provides guidance on operations optimization and financial risk management within the broader financial services landscape.

Find CFO Shield employees' phone numbers or email addresses

CFO Shield Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

CFO Shield's Leadership

  • Managing Director at CFO Shield
    F. T.
    Managing Director
    Mobile Phone
  • Bookkeeper at CFO Shield
    L. G.
    Bookkeeper
    Mobile Phone

CFO Shield Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Community & Social Services
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from CFO Shield

Name
Title
Contact
Location
Last Update
  • Managing Director at CFO Shield
    F. T.
    Managing Director
    Mobile Phone
    United States, Texas
    Apr 14, 2026
  • Bookkeeper at CFO Shield
    L. G.
    Bookkeeper
    Mobile Phone
    United States, Texas
    Jan 28, 2026

Frequently Asked Questions

What is CFO Shield known for?

Minus sign iconPlus sign iconCFO Shield was founded in 1999 and operates in the Financial Services industry. Explore CFO Shield's company overview page for more information.

How many employees does CFO Shield have currently?

Minus sign iconPlus sign iconCFO Shield has approximately 3 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are CFO Shield's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, CFO Shield's key employees include:

  • Managing Director: F. T.
  • Bookkeeper: L. G.

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