CFO Strategies

Alan and the CFO Strategies team have been instrumental in helping our fast-growing construction company implement accurate and professional financial reporting. From job costing, financial statement preparation, cash flow analysis and forecasting to complex industry specific needs- utilizing CFO Strategies allows us to be sure our reporting is up to the highest standards. Their expertise and reputation have also enabled us to develop best in class banking, bonding, and tax-planning relationships. We look f

CFO Strategies has been a game-changer for my construction company. Their expertise in financial planning, cash flow management, and cost analysis helped streamline our operations and improve profitability. They provided tailored strategies that addressed the unique challenges of the construction industry, from managing project budgets to navigating seasonal fluctuations. Their proactive approach and clear communication made complex financial matters easy to understand. Highly recommend for any construction

Marlene at CFO Strategies has been exceptional! Her expertise and attention to detail are second to none. It's clear that she genuinely cares about her clients and goes above and beyond to deliver outstanding service. Highly recommend CFO Strategies to anyone looking for reliable and top-notch financial support!

CFO Strategies LLC is a go to company with an extremely knowledgeable staff and talented, seasoned professionals that has helped us to have our Financial Statement process streamlined and produced on a timely basis to our Bank. We no longer have to worry about having the banks and outside agencies ask us why we are late, as we are now early and that has given us time to concentrate on other issues at hand like our collections and bill pay. Thank you CFO Strategies LLC! Your Help has been monumental.

Marlene H. and CFO Strategies consistently demonstrate professionalism, reliability, and a strong work ethic. They are not only highly skilled in their role, but also show great initiative in tackling challenges and finding innovative solutions.

Marlene Hernandez consistently demonstrates exceptional professionalism and dedication to their role. They excel e.g., time management, problem-solving, teamwork, which significantly contributes to the overall success of our team. One of Marlene Hernandez 's standout qualities is their ability to e.g., manage complex projects efficiently, communicate effectively with team members and clients, etc. In addition to their technical skills, Marlene Hernandez fosters a collaborative and positive work environment.

CFO Strategies has been critical in streamlining our accounting and helping our construction company succeed overall. Marlene, who is in our office fulltime, has been a big factor in this!

Marlene has been great to work with and very helpful, she is a credit to CFO strategies. Looking forward to continuing to work with her!

Joe and Mike at CFO strategies served Flower Construction from as part time Financial Advisors from September 2022 to May 2024 during a key timeframe of our growth and development of a second office in Florida. The team initially came in to clean up our books, identify and correct balances in the general ledger, get bank reconciliations up to date, and review and record Accountant year end entries for the prior tax return year. They quickly adopted reports which simplified our P&L and balance sheets and set

It?s such a pleasure to me working with Marlene! She is dedicated, honest, and consistently finds efficient solutions to any challenge. Her professionalism shines through in everything she does. Wishing you all the best and a blessed 2025.

I?ve been working with CFO Strategies for almost a year now. Their knowledge of the construction industry and how to process information is outstanding! They were able to quickly assess the problems we had with our lack of internal controls and missing information, coordinate staff responsibilities, and reconcile our accounts. Thanks to CFO Strategies, in six months we had internal financial statements for all of our companies. Working with a professional like Seth Gross has been a true benefit in helping u

I worked for CFO Stratgies LLC for six years and found it to be very rewarding. I had the opportunity to use skills that I developed working for a large corporation to help smaller organizations that needed financial stewardship. CFO Strategies offers its clients a team of experienced professionals to support management initiatives. They capably serve clients of all sizes in a variety of industries. Don't be afraid to offer them a challenge!

We have been working with CFO Strategies for roughly a year and could not be happier. Debbie is not only professional, knowledgeable, and efficient, but she is also dedicated and very patient. Erik is also a pleasure; I enjoy working with him on a weekly basis. They are both willing to help anytime we have a question or are in need of their services. We highly recommend CFO Strategies!

Its a pleasure working with CFO Strategies. They are one of the best I've personally worked with, knowledgeable, professional, efficient, and they are always there to answer any questions or concerns. They have taken a lot of important, time-consuming tasks off my plate, so I can focus on other areas. CFO Strategies has always been trustworthy, honest, and dedicated, I will continue to grow with them as they have become party of the family.

The team at CFO Strategies have been awesome prior to the pandemic, but during the pandemic they really stepped up. They used to perform services on-site and virtually, but with the pandemic they moved to an all remote capacity due to our own safety concerns. The service is just as good, if not better, they are always accessible and accommodating and I actually think my company is more efficient. I would definitely recommend them if you want a clear understanding of how your business is doing financially

I have worked with CFO strategies for more than three years now and their service is impeccable and their staff is amazing. I have worked specifically with Mike and Al and the contribution they have made to our company is invaluable. I wanted to take a minute and sincerely thank them for all their counseling, professionalism and overall support to our firm, We would not be where we are today without them.

We have been working with CFO Strategies for over five years now. Alan Lefkowitz and his team provide expert accounting and financial reporting services. They are very analytical and I appreciate their in-depth knowledge of the various accounting technologies. They are pivotal in our financial strategic planning and have significantly improved our time and cost efficiencies.

We are a private country club that has been using CFO strategies for several years now. They are professional, detailed, accessible, and always willing to dedicate time and knowledge even if they are not onsite for the day. Their reports, whether weekly, monthly, quarterly, yearly, or ad-hoc are useful for management and the membership. They are experts in many industries and they are always expanding and offering more resources as times/industries change. We have had the privilege of working with Seth and

Thank you guys at CFO Strategies. For years our accounting department was struggling to keep up with our business growth. We finally made the decision to hire CFO Strategies to help us out. This was the best decision we've ever made for our business. Thank you very much Debbie for organizing our business and keeping up with our busy accounting department. What a improvement your expertise has brought to our business. Thanks again guys.

Al, Jay, and the entire CFO Strategies team are extremely responsive and amazing. I worked with several "accounting firms" in the past and spoke to many other companies and even consultants. These guys by far are the best. Not only value for money but I never thought as a small business I'd be able to afford these types of higher level services. In addition to bookkeeping, they provide me with financial reports monthly and an analysis of my incoming and outgoing cash. I now understand how my business is

Bova Cleaning Inc. has had the please of working with Erik Doering from CFO Strategies for over a year. We are completely satisfied the services provided by CFOs. Erik directs our team of accountants, and has maximized their output/potential. He has become a key component of our company, and I only wish we could have him for more days of the weeks. CFO always has the companies best interest at heart. I look forward to our continued relationship.

Managing cash, forecasting and planning have been among the biggest challenges facing our construction company. CFO Strategies has made our lives so much easier by developing and implementing cash flow forecasting tools that enable us to manage cash and handle changes as circumstances change. In addition, CFO Strategies provides us with earnings forecasts and business planning tools that enable us to anticipate changes before they happen so we can adjust our plans. This has really helped us better manage

CFO Strategies developed a monthly financial reporting with financial statements and metrics we previously did not have. This enabled us to track the operational and financial performance of our different offices. In addition, CFO Strategies helped us work with our outside accountants and due diligence team to analyze 3 years of financial information for new investors. We have worked with CFO Strategies for over four years and strongly recommend them. Any company that needs financial reporting and budge

With the sudden loss of our longtime CFO a few years ago, our company needed prompt assistance filling this role. Our accountants recommended CFO Strategies and we continue to work with them today. Their experience and professionalism helped us to continue our business without interruption. I highly recommend them to help support your business either on a short or long term basis!

CFO Strategies has provided my company with superior service and expertise. Their team not only helps us to manage all of our financial needs, but also provides us with strategic guidance to ensure our business is always headed in the right direction.

My experience with CFO Strategies has been invaluable. They are professional, knowledgeable and provide excellent customer service. They are a valuable business partner and I enjoy working with them and highly recommend their services.

CFO Strategies has been instrumental in getting my family business back on track. They helped us apply for the PPP loan and the forgiveness process.? Although times are tough with the pandemic I'm thankful they are here to help.? I highly recommend them.

CFO Strategies provides me with the best and most qualified accounting professionals who handle all controller and CFO responsibilities as well as projections, rolling forecasting and proforma models. They have also helped me get a better bank relationship with twice the credit line I used to have. From a cost-to-benefit standpoint they are far less expensive than fulltime employees filling these positions.

CFO Strategies and Debbie Deans have been handling our in-house accounting for several years now. They do an amazing job and I am so glad we hired them. It has allowed us to focus on the growth of our business so much more. Thank you guys!!

The process has been very professional from the beginning. Before I signed on for their services, after multiple phone calls, they came to my office and performed a free review and analysis of my books and records to give them a better idea of the types of services and amount of time my company would need.? They were extremely honest.? They told me I would save money by hiring a 3rd party to manage payroll, although they were happy to take on that task but felt it made more sense from a cost perspective for

Jay and Mike have been very instrumental in helping our company have up to date financials at all times. Their experenice and knowledge was used to build a budget for the year. So now every month when we meet in person, we go over the financials for the previous month and discuss how we did compared to the monthly budget numbers and what we should be looking at going forward. This is so helpful because we know if we have to sell or produce more in order to meet our budget numbers in order to cover our ex

Great financial reporting for construction.? Construction businesses now are able to know how the jobs are doing. CFO provides a work in process schedule that shows how each job is performing and compares it to our estimates.? If we see something out of whack we have some time to fix it.? In the past we would fly by the seat of our pants and would only know we lost money after the job was over.

Jason and his team to a wonderful job. They kept our books and records in great shape and also gave excellent strategic advice. What was most amazing was their responsiveness.

Joe and the team are great! Always quick to respond and careful to help produce the best quality of financial reports!

This team of accounting professionals are extremely hardworking and professional. They are always accessible whenever needed and provide innovative and well thought out solutions to complex problems. I would recommend them for anyone looking for high quality, high impact and engaging professionals that are not your typical accountants.

Sharon Warren is very efficient, nice and extremely involved. She cares about whatever account she is working on. I enjoyed working with her because she has a great attitude, is extremely involved as well as a great teacher. I would recommend her to any company that may need accounting financial assistance.

They helped with my seasonal business where?cash has always been horrible in the winter months. I usually have 9 good months, and struggle 3 months with my payments.? Their cash flow forecasting allowed me to time payments better and work out payment plans so that I can now?sleep better at night!

I've worked with Michael for over 3 years, he is knowledgeable, reliable and always available for any questions I may have. He is very diligent about getting to the bottom of problems when they arise. Working with him has been very pleasant

Very satisficed with CFO Strategies! The make the complexity of running a business more seamless! Debbie, Erik and the rest of the team are a pleasure to work with!

Tawanda Taylor has been working with us at GreenFaith for close to a year now. She has been invaluable asset. During this time, we've taken on the duties of fiscal sponsorship which meant she needed to increase and manage her time and workload under very difficult circumstances. She has done this skillfully and professionally. I am truly glad she is our bookkeeper.

?Working with Seth Gross and the CFO Strategies team, has been excellent! He?s been an invaluable resource to the company and me. His advice has been spot-on. He immediately assessed where our Company?s shortcomings were and is very proactive about teaching and guiding us toward success. In a few short months, he?s been able to financially break down our Company by division and help us dive deep into our processes. He?s help us develop strategies to increase our profitability and strengthen our cash reserv

Awesome team. Not?the typical accountant "number crunchers" personality. Very personable and caring.?They treat my business like their own.

A very professional and reliable organization. They are a very forward looking firm and different from the many accounting firms I have met. I highly recommend them.

I have been working with Debbie for almost three years and have found her to be very helpful and a pleasure to work with.

I have worked with Mike for years. He is proactive and professional with great skill sets and flexibility to adjust

I strongly recommend CFO Strategies LLC for their superior expertise and customer service.

Thankful to have been working with Alan and team for two years now!

Fantastic organization. Knowledgeable and passionate. A joy to work with.

Enjoy Working With Them.