Bookkeeping & customized CFO services
Founded in 2010, CF&O sharpens cash flow and streamlines operations for growing companies. Profitable growth happens when owners can trust their numbers, spot opportunities early, and move decisively. We run the numbers so you can run your business.
Our R-U-N Framework
R: Relating & Listening
We begin by learning your story, your goals, and your current pain points, turning raw transactions into actionable insight.
U: Understanding & Access
We put real-time data and dashboards at your fingertips so you can make informed decisions fast.
N: New Process Development
We redesign workflows to reduce costs, close books faster, and give owners the freedom to focus on growth.
Let us RUN with it and improve your bottom line!
Credentials & Affiliations
- QuickBooks Elite ProAdvisor – Online Level 1 (top-tier status gives clients discounted Intuit pricing)
- QuickBooks Desktop Enterprise & Point-of-Sale Certified – expertise across Intuit’s on-premise ecosystem
- Xero Certified Advisor – cross-platform knowledge when migrations or comparisons matter
- 25 years in finance & operations – decades of real-world experience and leadership
Our Mission
To give small and mid-sized companies the financial clarity usually reserved for large businesses that can afford full-time in-house staff, without the overhead
Who We Serve
- Construction & Trades – Job-cost clarity, certified payroll, WIP tracking
- Medical Practices – Multi-entity reporting, HIPAA-friendly bookkeeping
- Non-profits – Grant tracking, audit-ready statements
- Service-Based Firms – Subscription revenue, cash-projection dashboards
Why Clients Stay
- QuickBooks Elite ProAdvisor Level 1, plus Level 2 (Advanced)
- Proven 90-day integration plan
- Flexible service bundles
Community
CF&O is proud to give back to the Colorado Springs community through service projects and local partnerships. We believe in building more than just financial systems—we serve, support, and invest in causes that matter.