New Year, New Opportunity

As the year comes to a close, many people reflect on where they are in their careers and personal lives. If you find yourself contemplating a change, please consider the following: At CFO Strategic Partners, we are dedicated to enriching lives – the lives of our clients and those of our team. Our culture is […]

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Enriching Lives Through Giving

When CFO Strategic Partners formed 19-years ago, Shannon Carbone set out to enrich lives. Her mission has since expanded beyond the office walls. “It’s important to us to find ways to give back to the community where we live and work,” says Andrea Churchill, administrative assistant. It’s a short walk down Alden Road from CFO […]

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CFO Strategic Partners Adds Two New Members

Chief financial officer outsourcing firm announces new hires ORLANDO, Fla. (November 17, 2017) – CFO Strategic Partners is growing. The Orlando-based chief financial officer outsourcing firm announced it has added two new members, who bring nearly 40 years of combined experience. Davina Leu, CPA, began her career in 1998 as an Auditor for KPMG Peat […]

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My Framed Dollar Bill

The long standing tradition of framing the first dollar bill earned both honors and recognizes the very first customer and the very first dollar earned by that business. While this tradition is typically found in restaurants and bars, anyone who has started a company before can relate to the significance of this historic (and often […]

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Hurricane Irma’s On-Going Impact

Cleaning up from a storm is typically an arduous task. Nearly a month after Hurricane Irma took direct aim at Central Florida, recovery is still underway. The effort will bring a number of expected as well as unforeseen challenges for local businesses. Stage one of the recovery process centered on getting back to business – […]

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How to Justify New Software

“Know your numbers”: it’s a key principle of business. Could your software be producing the wrong numbers, which are used by the top executives to make critical decisions? Having the correct financial engine positions the company for the best opportunity for growth. Businesses of all sizes use financial software to help track key financials and […]

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Do you have unrealized profit in your company?

Companies are often focused on improving their bottom lines and with good reason—it directly relates to increasing profits.  It is often overlooked the impact a few tweaks can have on profit and the even larger impact it can have on a company’s sustained value. It’s important to work hard AND be smart about your efforts […]

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Director Carrie Mistina gives back to the community

At CFO Strategic Partners, we embrace our mission: To enrich lives. It’s not just a motto, it’s put into practice. Director Carrie Mistina embodies our belief. She takes our values a step further with her contributions to the Central Florida community. Ever since she graduated from the University of Central Florida with a Bachelor of […]

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With uncertain times, it’s never too early to start planning your taxes

With uncertain times in Washington and wrangling over the president tax proposal, it’s still never too early to start planning for taxes. In fact, this year it may take even more planning because of the need for modeling on several different alternatives. Summer is the perfect time to start tax planning. We’re halfway through 2017, […]

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Top 5 for Every CEO to Prevent Fraud Now

 5 Things Every CEO Should Do Immediately, to Help Prevent Fraud Most CEO’s that have never fell victim to fraud in their organizations tend to believe it “just can’t happen to me”. We tend to be trusting of   employees that handle our finances because 1) we need things off our plate and this is […]

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