About CFO Sources
A local firm built around the businesses it serves
CFO Sources was built on a simple idea: small and mid-sized businesses deserve the same caliber of financial expertise as large corporations, delivered by people who actually know their business.
Our approach
Professional, experienced, and priced for a growing business
We built CFO Sources around three things owners consistently told us they couldn't find elsewhere: firm-level expertise, personal attention, and pricing that makes sense for a business that isn't a Fortune 500 company. Every client works directly with CPAs and accountants who know their business, not a rotating cast of unfamiliar staff.
That means when you call, you talk to someone who already knows your books, your industry, and what you're trying to build.
Why it matters
Turning Vision Into Value
Good books are the foundation, but they're not the goal. Our job is to translate accurate financials into decisions you can act on — where to cut, when to hire, how to finance growth, and what the numbers are really telling you about the business.
That's the difference between a firm that files your taxes and a firm that helps you build something.
Based in Lutz, Florida
Local, accessible, and easy to reach
CFO Sources is headquartered at 17862 Hunting Bow Circle, Lutz, FL 33558 — serving businesses across the Tampa Bay area and beyond.
Get directions & contact info