CFO2U

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CFO2U Monthly bookkeeping services to take your business to the next level.

⭐QuickBooks Certified ProAdvisor
⭐Woman and Veteran Owned Problem solvers.

Solutions providers. Let us take care of all of your finance and accounting needs from simple to complex so you can focus on growing your business.

Everyone wants to avoid the shock of a surprise tax bill. Yet, too many business owners don’t take action to prevent it ...
10/12/2026

Everyone wants to avoid the shock of a surprise tax bill.

Yet, too many business owners don’t take action to prevent it from happening.

As the end of the year approaches, make sure you’re not making mistakes that can inflate your tax bill.

❌Failing to pay estimated taxes
❌Under-reporting income and expenses
❌Misclassifying employee tax status
❌Failing to pay all tax collectors
❌Failure to remit sales tax

If you think you made any of these errors, now is the time to address them before the year ends and the big tax bill arrives.

Contact us today.

https://cfo2u.com/meeting/

One of the big mistakes small business owners make is putting their books in the hands of only one person. A single book...
10/05/2026

One of the big mistakes small business owners make is putting their books in the hands of only one person.

A single bookkeeper can easily:

▶️Get sick or quit — leaving you with no one who knows how to manage your books.
▶️Incorrectly manage your books — locking you into poor systems that inaccurately represent the state of your business.
▶️Make repeat errors — that no one catches for months or even years.
▶️Commit fraud and steal money from your organization — without anyone noticing.

Your books are too important to be the responsibility of just one person.

If only one person is in charge of your books right now, let's talk.

See how CFO2U can provide backup bookkeeping support and a second set of eyes on your most important financial accounts.

Don’t wait until you’re preparing your tax return to start thinking about taxes. You need early planning if you want to:...
09/23/2026

Don’t wait until you’re preparing your tax return to start thinking about taxes.

You need early planning if you want to:

👉Decrease your tax liability
👉Avoid surprise tax bills
👉Spend less time preparing tax documents
👉Stop stressing out during tax season

Once you start proactive tax planning, you’ll wonder why you didn’t do it sooner.

Now is the time to get a plan in place for 2026.

If you haven’t had a tax advisory meeting yet this year, schedule it today.

https://meetings.hubspot.com/cfo-solutions/discovery-meeting

Sales are up. Money is coming in. But the bank account is low. This problem is all too common for business owners. But t...
09/15/2026

Sales are up. Money is coming in. But the bank account is low.

This problem is all too common for business owners. But there is often a familiar fix.

It’s plugging profit leaks.

Profit leaks are quiet drains that make a growing business feel stuck. They show up as the nagging sense that something isn't adding up. And until you know where to look, they'll keep costing you money you'll never get back.

They include things like:

👉Outdated prices, unbilled work, forgotten discounts, and services you consistently undercharge for
👉Low-margin clients who eat your team's time and demand constant scope creep without paying more
👉Offerings that generate revenue but not profit once you factor in the true cost to deliver them
👉Recurring charges for tools no one uses, duplicate platforms, and auto-renewals you never approved
👉Overstaffing in the wrong roles, undertrained employees, and processes that quietly burn billable hours

Learn more about where you might have hidden profit leaks in your business and what you can do to prevent them. https://cfo2u.com/bookkeeping-resources/hidden-profit-leaks/

Or contact us to see how our financial analysis team can peel back your books to identify your biggest profit leaks.

Quarterly taxes are due on September 15th. Are you overpaying? Underpaying? Unsure?Our team is here to help. Get real-ti...
09/08/2026

Quarterly taxes are due on September 15th.

Are you overpaying? Underpaying? Unsure?

Our team is here to help.

Get real-time bookkeeping support that tells you what to pay to avoid a surprise tax bill.

Contact us to see how we can guide your tax planning and payments.

https://meetings.hubspot.com/cfo-solutions/discovery-meeting

Tampa’s leading women business owners are gathering, and we’ll be there. Join us at the South Tampa Chamber’s Women’s Co...
09/01/2026

Tampa’s leading women business owners are gathering, and we’ll be there.

Join us at the South Tampa Chamber’s Women’s Connection event.

CFO2U is sponsoring the event that features a talk by Lauren Wittenberg Weiner, a bestselling author and founder of WWC Global, one of the country’s top woman-owned national security firms. She knows what it means to lead with values in high-stakes environments and will be discussing her book, Unruly: Deconstruct the Rules, Defy the Norms, and Define Your Success.

When: September 9th, 2026 | 4:00pm-6:00pm
Where: Oxford Exchange | 420 W Kennedy Blvd.

The event is open to both members and non-members, so don’t miss it.

See you there!

https://www.southtampachamber.org/event-detail/lVtcroe3Sa_oRsBPLMfLuA2/women-s-connection-let-s-get-unruly

Want to avoid problems at tax time? Make sure you aren’t making these five common bookkeeping mistakes. 1. Overstating i...
08/24/2026

Want to avoid problems at tax time? Make sure you aren’t making these five common bookkeeping mistakes.

1. Overstating income
2. Understating income
3. Missing expenses
4. Not remitting sales tax
5. Miscalculating estimated tax payments

While these seem like small errors, they add up.

Each error increases your chances of:

- Paying more in taxes
- Incurring fees and fines
- Getting audited
- Hours of extra work

Don’t let bad bookkeeping cause problems in your business.

Learn how to stop making the mistakes that lead to the most problems at tax season.

https://cfo2u.com/bookkeeping-resources/tax-problems-caused-by-bad-bookkeeping/

Your tax returns are in good hands with Devendra Baghel, one of CFO2U’s talented Tax Specialists.Davendra’s well-rounded...
08/18/2026

Your tax returns are in good hands with Devendra Baghel, one of CFO2U’s talented Tax Specialists.

Davendra’s well-rounded experience allows him to look at the big picture of business finances.

He is an IRS enrolled agent (EA) who prepares federal and state tax returns for individuals and businesses, and he is also skilled in tax planning, IRS compliance, bookkeeping, financial statement preparation, account reconciliations, and month-end accounting processes.

The combination of his experience makes Devendra a valuable asset to both new and growing companies.

We’re grateful to have Devendra on our team and can’t wait for you to work with him and feel the same.

We have an important update for QuickBooks customers. If you use QuickBooks Desktop, you may start to lose support for y...
08/10/2026

We have an important update for QuickBooks customers.

If you use QuickBooks Desktop, you may start to lose support for your software.

QuickBooks is winding down Desktop support and pushing customers toward QuickBooks Online instead.

If you're currently using QuickBooks Desktop, here's what you need to know and what you need to do.

https://cfo2u.com/bookkeeping-resources/quickbooks-is-sunsetting-desktop-software/

CFO2U is proud to help students in Tampa Bay go back to school with the supplies they need to succeed. For the last six ...
08/04/2026

CFO2U is proud to help students in Tampa Bay go back to school with the supplies they need to succeed.

For the last six years, CFO2U has sponsored the annual “Backpack to School” supply drive. This year, the drive helped over 100 kids start the school year with a brand new backpack.

As kids head back to school across the country, we’re wishing all parents a great school year!

Address

12094 Anderson Road, #132
Tampa, FL
33625

Opening Hours

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

Telephone

(813) 281-5475

Website

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