Happy 20th Anniversary to the CFO Strategic Partners Team

A Reflection on Enriching Lives A 20-year anniversary is a great time to reflect, honor the past, and set intentions for the future.  A little about our past:  I was pregnant with twins when I founded the company in 1999.  Having seen a gap in the market for middle-market size companies, I had been planning […]

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At a crossroads: Why an exit strategy is important and how to prepare one

One of the biggest reasons clients seek out CFO Strategic Partners is because they’re ready to leave their business, whether to start something new, take another position or to retire. It makes sense. Leaving a business you’ve worked hard to build is a huge proposition, and it comes with plenty of questions. How much is […]

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Benefits for part-timers: Where does your business stand?

Businesses of all sizes have often focused benefit packages on taking care of their full-time employees. But with employment rate at an all-time high, some companies have been adding benefits for part-time workers. Recently, CFO Strategic Partners conducted a poll regarding time off, but that’s only a small slice of the benefit pie. To follow […]

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Success story: CFOSP helps restaurant chain fund growth

On the outside, it appeared that one of Orlando’s growing fast-casual restaurants was nothing but success. The chain was expanding quickly and gaining passionate fans, and the owners were making their dreams a reality. Internally, however, it was a different story. Financial reporting was inconsistent and unreliable, and without that data, it was impossible to […]

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A customized approach: How CFO Strategic Partners’ diagnostic tool can power your business

At CFO Strategic Partners, we go beyond the bottom line. Rather than focus on just the numbers, we look at the whole picture. It’s our mission to enrich the lives of people we work with so they can build businesses they can take pride in. Most importantly, we want owners to sleep at night knowing […]

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The best PTO policy: Is your company in line?

From full-time employees and part-time workers to seasonal workers, PTO is a big factor in the job market. For CEOs, it can be a constant source of worry.  Who should receive PTO? How much PTO is average? How should you handle PTO once a team member has given notice? The balance between being a fair […]

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Budgeting: Begin with the end in mind.

Backwards Budgeting may sound like an odd approach, but at CFOSP we begin with the end in mind. We often hear CEOs admit that they do not have annual budgets in place. The reasoning is always the same; “It’s a laborious process and I don’t see value. After all the time and effort put into […]

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CFO Strategic Partners adds two new team members

CFO Strategic Partners is proud to announce it has added two new members to its team. Together, CFO Tim Hudson, CPA, and CFO Jim Adkinson, CPA, bring over 40 years of combined experience. Tim is based in Tampa and will help CFO Strategic Partners with existing clients and expanding services to Tampa Bay. He brings […]

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CFO Strategic Partners announces Tampa expansion

Outsource firm adds team to be closer to clients in market CFO Strategic Partners (CFOSP) is proud to announce it has added to its Tampa services with a full-time CFO, who has deep roots in the Bay area. For two decades, CFO Strategic Partners has served Central Florida, helping middle-market sized organizations meet their goals […]

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Cyberattacks are sneaky, but your cybersecurity plan should be solid

Communications is an important deterrent One minute your business is humming along. Productive. Profitable. In an instant, all of the work can be shattered by something completely outside of your control. Or even worse, a cyberattacker can secretly sneak in and steal critical data for your customers and your employees. For CEOs and Chief Information […]

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