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CFO Associates

CFO Associates Email Formats

AccountingFlag of USTampa, Florida, United States21-50 Employees

CFO Associates Email Formats

CFO Associates uses 3 email formats. The most common is {first initial} (e.g., j@thecfoassociates.com), used 50% of the time.

FormatExamplePercentage
{first initial}
j@thecfoassociates.com
50%
{first name}
john@thecfoassociates.com
38.9%
{first initial}{last name}
jdoe@thecfoassociates.com
11.1%

Key Contacts at CFO Associates

Flag of US

Monica Boulmetis

Human Resources Director

Flag of US

Rolando Lopez

Ceo

Flag of PR

Jorge Kuilan

Pr Tax Director

Company overview

Headquarters1713 S Lois Ave, Suite 200, Tampa, Florida 33629, US
Phone number+18136665015
Website
NAICS5412
SIC872
Keywords
Tax Planning, Tax Preparation, Virtual Cfo, Business Process Design, Controllership Services, Back-Office Accounting, Cloud Base Solutions, Metrics And Kpis
Founded2014
Employees21-50
Socials

About CFO Associates

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!

Employees by Management Level

Total employees: 21-50

Seniority

Employees

C-Suite
Manager
Entry

Employees by Department

CFO Associates has 26 employees across 6 departments.

Departments

Number of employees

Funding Data

CFO Associates has never raised funding before.

CFO Associates Tech Stack

Discover the technologies and tools that power CFO Associates's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Cloudflare Bot Management

Security

HubSpot CMS Hub

HubSpot CMS Hub

CMS

Goober

Goober

JavaScript libraries

Swiper

Swiper

JavaScript libraries

Google Maps

Google Maps

Maps

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Calendly

Calendly

Appointment scheduling

Google Analytics

Google Analytics

Analytics

Frequently asked questions

CFO Associates is located in Tampa, Florida, US.
You can reach CFO Associates at +18136665015.
CFO Associates was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.
CFO Associates has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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most used
tier 1 accuracy

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