
CFO Sources

Three key success factors: Accounting Functions Software Experience The Right Model Two Service Models Both models are managed locally. · The Traditional service model utilizes your in-house accounting system. Generally, our customers retain all their own data and accounting systems at the business location.
Whether you choose Traditional or Remote, our service model utilizes technology to maximize efficiencies and effectiveness. Outsourcing has the disadvantage that accounting personnel are not always located on-site. CFO Sources recognizes weakness and therefore takes extra measures to ensure that communication and information is properly exchanged. This starts and ends with the engagement manager. The engagement manager is a local (
Growing businesses often reach a point where they need professional accounting and management advisers.
CFO Sources helps businesses gain a competitive edge.
The Right People


CFO Sources is built around people that know both business and accounting. All engagement managers have a minimum of 15 years of business and accounting experience.
CFO Sources accounting professionals are highly trained and experienced resources with a wealth of best practice expertise.


CFO Sources has two service models to choose from, Traditional and Remote. These models enable business to leverage the experience of full time professionals and to receive the benefits of the best practices in the industry.
Among several things that we do to safeguard information:
VPN or PC remote access procedures (when requested) which ensures that all data never leaves the
Should data be requested to be stored remotely, our facility has 128-bit encrypted servers for storing data and has a paper-less office where accountants work on dual monitor computers.
Additionally, the access to our outsourcing facility is physically restricted to only authorized bookkeepers & accountants using biometric scanners.
Signed Non-disclosure agreements with every accountant.

