We live locally.  We work nationally.

Local Enthusiasts

CFOs in the Community

To know Tampa is to love Tampa! In our opinion, the Greater Tampa Bay Area is one of the best kept secrets in the country. We have it all: a beautiful environment, a vibrant community, and best of all friendly, genuine, and supportive business neighbors.

Our goal is to help make Tampa Bay the most it can be for our existing citizens and for the future leaders that it will attract. On behalf of the firm, each CFO Alliance team member donates a minimum of one week each year to the charities of their choice.

We are honored to have served in the following roles: member of the Board of Directors of the TBTF Foundation, Tech Jam Chairperson, Tech Jam Silent Auction Chairperson, member of the Board of Directors for the Children’s Home of Tampa Bay, United Way Allocation Committee, and Deloitte & Touche United Way Campaign Chair.

CFO Alliance Affiliations

We are proud to be affiliated with the following organizations:

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Accounting & Tax

  • Accounting, Bookkeeping & Controller Services
  • Tax Planning & Preparation
  • Audit Preparation & Support
  • Financial Reporting (including SEC)
  • Special Projects

Strategic Finance

  • Capital Structuring
  • Budgeting & Forecasting
  • Financial Planning & Analysis
  • Cash Flow & Resource Management
  • Financial Modeling
  • Performance Metrics
  • Profit Optimization

Business Process Improvement

  • Process Design & Improvement
  • Internal Controls
  • Software Implementation Support
  • Merger & Acquisition Integration