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Happy Clients

See what our partners say about working with CFO2U.

CFO2U has been utterly fantastic. To keep it simple: my finances are complicated so I need to have peace of mind and that is what I get with CFO2U.

Andrew C.

CFO2U has been nothing but amazing for our company. Their experience and expertise in bookkeeping, back office accounting and tax preparation makes it easy for us to focus on growing our operation. They are very responsive and always looking for ways to find solutions for us.

Jessica S.

An invaluable partner for our financial success, and we look forward to a long relationship with them.

Scott W.

The CFO2U team has been a huge help in handling our bookkeeping and back office accounting operations. The team has allowed me to focus more on the big picture and prepare SOPs for training and hiring of an in house accounting team as we scale.

Michael C.

Highly recommend their services. They exhibit exceptional efficiency and accuracy in managing my financial records.

Liann T.

CFO2U has provided us with better visibility into our business by realigning our GL, automating AP and AR invoicing, automating Payroll, and providing better forecasting.

Tim S.

Get the Support You Need to Grow Your Business


Keep your books in order and your business on track with monthly accounting and bookkeeping services.

Tax Services

Get expert eyes on your business’s most important tax documents with tax planning and preparation services.

Fractional CFO

Reignite your business growth with monthly or quarterly strategy sessions with a trusted financial advisor.

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