CFO Associates

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Gusto Silver Partner

Serves 32 Gusto clients | Partner since 2019

CFOs & Tax Advisors helping Private Equity Firms, Family Offices, and Closely Held Corporations grow cashflow through financial accounting and tax planning. Our team consists of seasoned financial leaders with strong business acumen obtained through many years of senior level experience in public accounting and with multi-national Fortune 500 companies. Our objective is to provide our clients with a one stop financial and tax planning source for their organization and family. By outsourcing accounting and back-office to us, our clients are able to save money, improve financial reporting, receive continuous tax planning, and consolidate all of their financial questions and needs to one team.

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CFO Associates

Serves 32 Gusto clients | Partner since 2019

CFOs & Tax Advisors helping Private Equity Firms, Family Offices, and Closely Held Corporations grow cashflow through financial accounting and tax planning. Our team consists of seasoned financial leaders with strong business acumen obtained through many years of senior level experience in public accounting and with multi-national Fortune 500 companies. Our objective is to provide our clients with a one stop financial and tax planning source for their organization and family. By outsourcing accounting and back-office to us, our clients are able to save money, improve financial reporting, receive continuous tax planning, and consolidate all of their financial questions and needs to one team.

Firm at-a-glance

  • Accepting new clients
  • Offers remote services
  • 10-49 accountants on staff

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees
  • 50+ employees

Software experience

Quickbooks Online icon
Quickbooks Online
TSheets icon
TSheets
Expensify icon
Expensify
Receipt Bank icon
Receipt Bank

Services offered

  • Bookkeeping
  • Consulting
  • Financial planning
  • HR
  • Manage payroll
  • Outsourced CFO
  • Tax preparation
  • R&D tax credit

Industries served

  • Accommodation & hospitality
  • Construction & trades
  • E-commerce
  • Finance & insurance
  • Food & beverage
  • Franchises
  • Healthcare & social services
  • Marketing, advertising & consulting
  • Professional services
  • Real estate & hiring services
  • Retail
  • Software startup
  • Wholesale

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees
  • 50+ employees

Software experience

Quickbooks Online icon
Quickbooks Online
TSheets icon
TSheets
Expensify icon
Expensify
Receipt Bank icon
Receipt Bank

Services offered

  • Bookkeeping
  • Consulting
  • Financial planning
  • HR
  • Manage payroll
  • Outsourced CFO
  • Tax preparation
  • R&D tax credit

Industries served

  • Accommodation & hospitality
  • Construction & trades
  • E-commerce
  • Finance & insurance
  • Food & beverage
  • Franchises
  • Healthcare & social services
  • Marketing, advertising & consulting
  • Professional services
  • Real estate & hiring services
  • Retail
  • Software startup
  • Wholesale

Please note that Gusto does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different and you should take the time to evaluate the partners before selecting one.