2020: Q4 Planning

Early in 2020, with the optimism of a new year, it was easy to dream big and establish goals for the future. But pretty quickly, you faced a global pandemic, economic unrest and launched into crisis management mode as everything changed. Now, that you’re staring down the 4th quarter it’s time to focus on what […]

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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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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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