The CFO Agency - Kalispell, Montana

Address: 175 Hutton Ranch Rd # 103-194, Kalispell, MT 59901, United States.
Phone: 4062576044.
Website: thecfoagency.com
Specialties: Accounting firm, Certified public accountant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of The CFO Agency

The CFO Agency 175 Hutton Ranch Rd # 103-194, Kalispell, MT 59901, United States

☎️4062576044

⏰ Open Hours of The CFO Agency

Monday: 8:30 am–4:30 pm
Tuesday: 8:30 am–4:30 pm
Wednesday: 8:30 am–4:30 pm
Thursday: 8:30 am–4:30 pm
Friday: 8:30 am–12:30 pm
Saturday: Closed
Sunday: Closed

The CFO Agency

Una agencia de contabilidad certificada que ofrece servicios de gestión financiera y planificación para empresas y empresarios.

Con sede en Kalispell, Montana, Estados Unidos, la agencia cuenta con una dirección única y un teléfono directo para facilitar la comunicación con sus clientes.

Address: 175 Hutton Ranch Rd # 103-194, Kalispell, MT 59901, United States.

Phone: 4062576044.

Website: thecfoagency.com.

Especialidades

La agencia ofrece servicios de:

Contabilidad firmas
Contador público certificado

Características

Entre las características destacadas de la agencia se encuentran:

Acceso a estacionamiento para personas con discapacidad
Acceso a entrada para personas con discapacidad

Otras características de interés

La agencia ofrece:

Servicios de contabilidad personalizados
Planificación financiera
Asesoramiento sobre inversiones

Preguntas y opiniones

La agencia ha recibido 5 reseñas en Google My Business con una media de opinión de 5/5.

Los clientes destacan la paciencia y el tiempo que la agencia dedica a comprender las necesidades de cada cliente.

Algunos clientes destacan la capacidad de la agencia para ofrecer soluciones personalizadas y efectivas para sus problemas financieros.

Opiniones de clientes

Un cliente destacó la importancia de la paciencia y el tiempo en la relación con la agencia, diciendo:

"As an entrepreneur and business owner, I highly recommend The CFO Agency for any financial management/planning needs. Note that there is one major piece to the puzzle in order for the relationship to have success, though. That piece of the puzzle is patience and time. As an entrepreneur, I typically want things done FAST and see a return on my investment within minutes, but that should never be the case when it comes to your finances. Give Sue and her team a bit of time to understand you, your company, and your habits. I guarantee you won't be disappointed when you do"

👍 Reviews of The CFO Agency

Ryan W.

5/5

As an entrepreneur and business owner, I highly recommend The CFO Agency for any financial management/planning needs. Note that there is one major piece to the puzzle in order for the relationship to have success, though. That piece of the puzzle is patience and time. As an entrepreneur, I typically want things done FAST and see a return on my investment within minutes, but that should never be the case when it comes to your finances. Give Sue and her team a bit of time to understand you, your company, and your habits. I guarantee you won't be disappointed when you do!

Krista B.

5/5

The team at the CFO Agency is just remarkable! I've had the pleasure of getting to know Sue Thompson and her business development manager, Grace Marlow this past year. These ladies have a wealth of knowledge and more importantly are able to explain financial lingo in terms that I can understand. I've also attended a couple of their Financial Freedom classes/meet ups and I've always walked away with something I can easily implement in my professional and personal life to help me grow my wealth and get my finances under control. I appreciate them taking the time to answer my questions and offering their knowledge and experience. I'd highly recommend the CFO Agency to anyone looking to have someone manager their books, getting their Quickbooks setup, etc.

Janet C.

5/5

Working with the CFO Agency has reduced the complexity and challenges I faced making financial decisions for my growing business, The Freedom Shift. As an entrepreneur and someone who has built a financial nest egg, I struggled to see the big picture. I came to Sue Thompson with questions like “how much is enough?”, “do I have enough?”, “what exactly should I be doing to preserve what I have?” and “how do I build a legacy business that will support my lifestyle and future needs?”. Over the last year, Sue has helped me to structure my company correctly, minimize tax implications, pay myself first, invest in a team and develop my overall wealth strategy. I can’t say enough about the benefits of having my CFO advising me on how to align my business and personal finances to create the lifestyle I desire. Sue takes something complex and overwhelming and makes sense of it. Huge ROI.

Kyle C.

5/5

The entire team is amazing at the CFO Agency. 5- star service

Jordan B.

5/5