About Our Firm
Years in the Business
Who We Are
Our Team of Experts
Founder & CEO
After 25 years in public and private accounting, including CFO positions in real estate investment firms, she founded CFO Your Way in 2012. The company offers outsourced CFO services to businesses who need expert bookkeeping and controller services, and she and her team guide clients toward sustainable growth and profitability.
CPA - Manager
Steve ensures that his clients’ accounting work is performed on a timely basis, and. He is the point of contact for clients when they have questions about their financial reports or need guidance about their finances to help make their businesses successful. Steve also assists Cheryl with special projects.
“It is a pleasure to come to work every day because of the terrific people at CFO Your Way. Cheryl has done a great job assembling a team that work hard and are fun to work with. That attitude starts at the top with Cheryl, who cares a lot about her staff. It also shows in the clients we have; they have all been very welcoming to me and are serious about their business.”
Judi has yet to meet a financial reporting system she doesn’t like. Her analytical expertise is put to use daily as she extracts meaningful, accurate financial data that guides clients in a range of industries.
“I help them to manage their finance departments and develop processes and controls so they function at the most efficient and profitable level. What I love about working on the CFO Your Way team is that every day is different and I get to customize what I do for each client’s best interest.”
Lucille has owned and managed a family-run business, so she has firsthand understanding of the importance of maintaining accurate financial records.
“My role as a bookkeeper at CFO Your Way is rewarding in several ways, from being on site and working with the people there, to being part of the team that supports Cheryl.”
Cassandra does more than keep clients’ books, ; she is also a virtual assistant par excellence and understands how good customer service affects every aspect of a business. Of working at CFO Your Way, she says that, “I enjoy helping small businesses take control of their finances.” Indeed she does—and she does it well!