#DecisionMaking
Why being a small business can be an advantage to being a big business
Have you ever been in a meeting and learned about a change to a large service provider and were frustrated to hear about the next
Protect your financial health.
Shield your business.
Protect your financial health.
Shield your business.
Expert CFO Advice
Get CFO-level strategy and advice at a fraction of the cost.
Financial Dashboard
Our CFO Shield Dashboard gives you quick insight into data that matters.
Confidence to Lead
Lead and grow your business while we keep your financial health on track.
Stop Stressing.
Start Growing.
Imagine getting easy and quick insight into the critical data that affects the health of your business. Knowing your numbers just got much easier!
We designed our services to offer you a complete financial management solution.
Take back some of your valuable time and energy so you can grow your business. CFO Shield can help with all aspects of your financial management.
By using CFO Shield, I have been able to recapture wasted time and spend it in areas that are more valuable to me while still getting the financial information I need to run my business.
Troy D. Patterson
President, Visigistics LLC
The Dashboard
Protect your financial health with informed reporting.
- All your financial data in one place
- Easy to read reports
- Customized charts and reports
- Make better financial decisions
Work with CFO Shield
Getting started is simple.
Take Our Simple Survey
Answer three simple questions on our survey to see if your business is a good fit for CFO Shield!
Choose Services
Choose services a la carte or create a customized financial management solution for your business.
Get Started!
You will love the time you’ll save by letting CFO Shield manage your financial services!
why use cfo shield?
We get it.
- Our founder and team have decades of combined experience in business and finance.
- Fred Tate started CFO Shield specifically to help small business owners.
- We understand the unique challenges every small business owner faces.
- In small business, it's all about relationships.
TESTIMONIALS
We have happy clients.
“As a small businessman I am pulled in so many directions, Fred and his team take care of my small business bookkeeping which allows me to focus on purchasing and growing sales in our retail store.”
“They provide efficient, competent, timely, and accurate payroll and payroll tax reporting with leading edge assistance for changes in payroll law and CARES Act compliance.”
“Your team continues to keep up with technology trends and software programs while providing us with valuable insight that allows us to streamline our processes with the best available and appropriate technology while saving us time and money.”
Download our free e-book, 3 Simple Ways to Improve Cash Flow.
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