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The CFO Agency

175 Hutton Ranch Rd # 103-194, Kalispell, MT 59901, USA

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Detailed Information

Place Types Accounting
Address 175 Hutton Ranch Rd # 103-194, Kalispell, MT 59901, USA
Coordinate 48.2333314,-114.3269341
Website https://thecfoagency.com/
Rating Unknown
Compound Code 6MMF+86 Kalispell, MT, USA

Reviews

Krista Borgardt (11/20/2018)

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.

Ryan Withrow (08/18/2017)

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!

Janet Clark (09/13/2017)

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.