Lutz, Florida · Since day one, small-business focused
Turning Vision Into Value
CFO Sources is a Lutz-based team of CPAs and accountants who handle the books, the taxes, and the financial strategy for small and mid-sized businesses — so owners can run the business instead of chasing spreadsheets.
Request a Consultation
Tell us a bit about your business and we'll follow up to schedule a time to talk.
What we do
Accounting, payroll, and CFO-level strategy — in one firm
From day-to-day bookkeeping to part-time CFO guidance, CFO Sources scales with what your business needs right now.
Bookkeeping & Payroll
Books that stay current and payroll that runs on time, every time.
Tax Preparation & Planning
Business tax filings and year-round planning from CPAs who already know your numbers.
Part-Time CFO & Advisory
Cash flow, financing support, and strategic guidance without a full-time CFO on payroll.
How it works
Getting started takes one conversation
Talk Through Your Business
A short conversation about where your business is today and what's slowing the finance side down.
Get a Plan That Fits
We scope the right mix of bookkeeping, payroll, tax, and advisory — nothing you don't need.
Start Working With a CPA
You get a direct line to the CPA on your account, not a rotating help desk.
Who we serve