CFO Shield, LLC

CFO Shield, LLC CFO Shield was founded to help small business owners protect the business they have created and to f

CFO Shield was founded to help small business owners protect the business they have created and to foster growth. Small business owners are faced with many challenges and CFO Shield is here to help meet those challenges.



Fred Tate is the founder of CFO Shield, a Fractional CFO firm that helps small business owners increase revenues, control costs, and increase profitability. After spending 18

years working in corporate America, Fred noticed a significant opportunity to start CFO Shield, an enterprise which is focused on an underserved segment of the market. CFO Shield takes a consultative approach with clients to create solutions tailored to their specific needs. Fred’s career includes diverse experiences that helped him see how small business is a key driver of economic growth, but often misses out on services that are only traditionally available to larger companies. Fred has worked in global operations, giving him a detailed understanding of outsourcing operations. He has direct credit experience from which he learned how small business can strategically use debt to grow their business. Fred has led teams responsible for delivering the best possible customer service. He has also been responsible for financial reporting and analysis, giving him a keen understanding of key financial drivers that can optimize business performance. Fred is also an active supporter of his community, giving his time to support several service organizations and his favorite charity, Patriot PAWS Service Dogs of Rockwall, Texas. He was appointed by Governor Greg Abbott to serve as a member on the Judicial Compensation Commission (JCC). The mission of the JCC is to recommend the salaries for all justices and judges of the Supreme Court, the Court of Criminal Appeals, the courts of appeals, and the district courts. Fred earned a Bachelor of Business Administration from Baylor University with a double major in Finance and Economics. He is keenly focused on enabling companies that are growth oriented, assisting business owners to achieve their goals.

03/05/2020

Governor Greg Abbott today announced the launch of the School Safety and Victims' Services Research Survey for educators across the state of Texas. This survey, administered by Sam Houston State University (SHSU) and the Texas School Safety Center at Texas State University (TSSC), will glean informa...

04/16/2019

Small business owners contend with a host of problems every day—producing products or services cost-effectively, increasing sales, satisfying unhappy customers, and motivating disgruntled employees. They quickly learn that most of these problems can be solved with cash. Why Is Cash Flow Important?...

03/27/2019

How to Transform Your Business with Digital Payments: We live in a tech-driven world and digital payments have worked their way into our personal lives. Hopping online to pay a utility bill or sending an epayment to a friend for concert tickets is the norm. Consumer digital payments are now more com...

03/12/2019

The Cloud is Disrupting Global Payments – Finally! Businesses owners—are you one of the many companies that now is making payments to international suppliers? Remember the days of driving to your bank, filling out a three-copy form (which you needed to press hard on), and then waiting in line to...

03/05/2019

The Sneaky Costs of Paper Checks: When it comes to business payments, many small businesses automatically reach for the checkbook to settle their bills. After all, companies have used paper checks for centuries. Vendors accept them. It’s always been done this way, right? However, it is time to rea...

02/26/2019

Benefits of Auto-payments via Accounts Receivable Automation: Your customers’ internal review processes is one of the reasons collecting payment can take so long. However, you can erase that delay by setting up automatic payments with your customers. Auto-payments also allow you to stabilize and e...

Do your books feel like a mountain to high to climb? We can provide the tools to reach the top.     www.CFOShield.com
02/19/2019

Do your books feel like a mountain to high to climb? We can provide the tools to reach the top. www.CFOShield.com

02/19/2019

How to Transform Your Business with Digital Payments: We live in a tech-driven world and digital payments have worked their way into our personal lives. Hopping online to pay a utility bill or sending an epayment to a friend for concert tickets is the norm. Consumer digital payments are now more com...

Good service leads to good customer retention.  You cannot grow without retaining your current customers.         www.cf...
02/19/2019

Good service leads to good customer retention. You cannot grow without retaining your current customers. www.cfoshield.com

The theme for the CFO Shield Quote of the Day this week is service.  Change your goal, seek to add value then you can su...
02/18/2019

The theme for the CFO Shield Quote of the Day this week is service. Change your goal, seek to add value then you can succeed. www.cfoshield.com

Good leaders give all those around them hope for the future.         www.cfoshield.com
02/15/2019

Good leaders give all those around them hope for the future. www.cfoshield.com

Leaders can affect history and the direction we are going.         www.cfoshield.com
02/14/2019

Leaders can affect history and the direction we are going. www.cfoshield.com

Address

Dallas, TX

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12144057719

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