CFO Associates

CFO Associates We’re CPAs and Advisors providing our clients with accounting, tax, and technology services to optimize their businesses and personal finances.

09/02/2026

Your P&L says the job is profitable. Your WIP schedule might tell a very different story 👀

Underbillings, shrinking margins, rising costs, and inaccurate completion estimates can signal that a “profitable” project is actually heading in the wrong direction.

For contractors, understanding WIP isn’t just about tracking jobs, it’s about catching financial problems before they become expensive ones.

The numbers might look good on paper. The question is: what are they really telling you?

09/01/2026

Losing money on the first order isn’t always a problem. Not knowing when you’ll earn it back is📈

For consumable and subscription brands, taking a controlled loss on the first purchase can be a smart growth strategy, but only if you understand your CAC payback window.

Breaking even in 3 months today and 7 months as you scale are two very different businesses.

To know which one you’re building:
• Measure LTV in contribution margin dollars, not revenue
• Model subscribers separately from one-time buyers

Growth isn’t just about acquiring more customers. It’s about knowing when those customers actually become profitable.

Save this for your next growth planning meeting.

08/26/2026

Thinking about making Puerto Rico your home for tax purposes? 🇵🇷 There’s more to it than just changing your address! Schedule a call with us to discuss.

We’re breaking down the Puerto Rico Bona Fide Residency Rules and the key requirements you need to know to properly establish residency.

The details matter.... and having the right strategy from the start can make all the difference.

08/20/2026

Messy financials don't have to stay that way📊

One client came to us overwhelmed by disorganized books and unclear numbers. With the right strategy and ongoing guidance, we helped bring clarity, confidence, and a stronger financial foundation for the future.

08/19/2026

The CFO Associates version of "pick your player"🎯

We put our team to the test with a few rapid-fire questions... and they had to stand behind the partner they'd trust most for each one. The answers might surprise you😂

08/18/2026

Helping a client reduce their monthly rent expense from $13,000 to $8,000, saving $5,000 every single month.

That's an extra $60,000 a year that can be reinvested into growth, operations, and the future of their business.

Sometimes, the biggest wins come from identifying opportunities hiding in plain sight.

08/17/2026

We're passing the phone... and spilling a few office secrets👀

08/13/2026

Happy 813 Day, Tampa!🌴

We're proud to call Tampa home and even prouder to support the local businesses, entrepreneurs, and leaders who help this community thrive. Here's to the city that's fueled our growth and to the clients who trust us every step of the way.

08/12/2026

Coming soon: Keeping Up with CFO Associates.

08/11/2026

Act 60 gets talked about a lot, but it's also one of the most misunderstood tax incentives.

Here's what every business owner should know before assuming it applies to them 📊

Address

1713 S Lois Avenue Suite 200
Tampa, FL
33629

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 10am - 2pm

Telephone

(813) 467-9992

Website

Alerts

Be the first to know and let us send you an email when CFO Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to CFO Associates:

Shortcuts

Featured

Share

Category