CFO2U Core Values

Our Goal Is Your Success

We get it done right

We will get done what needs to be done, when it needs to be done and will do our best to get it done right the first time.

We are better together

We collaborate as one, we act as one and we succeed as one. Each member of the team is important to how the team functions. We are one TEAM.

We are positive

In the face of challenges we will maintain a positive attitude. We are grateful and humble.

We interact with respect

We interact with each other and our clients with honor and esteem. We listen with empathy. We are compassionate and care about each other and our clients. We keep an open mind to other’s ideas.

We act with integrity

Even when no one is looking we will always choose to do what is right and ethical. We are honest with each other and our clients. Transparency is our guiding light. There is no place here for underhanded and dishonest behavior.

We are more than work

We contribute our talents to our families and communities. We will take time to breathe and believe in possibilities. We will take time to have fun and relax. We take time to laugh and enjoy the journey.

Take It From Our Clients

“Exceptional service! CFO2U goes above and beyond to handle my finances with precision. Their attention to detail and personalized approach make them an invaluable asset to our business. Highly recommend!!!”
Marc P.

“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.”
Jessica S.

“The CFO2U team has been a huge help in handling our bookkeeping and back office accounting operations... has allowed me to focus more on the big picture!”
Michael C.