CFO & Associates' refund policy outlines the terms for service cancellations, eligibility for refunds, and the refund request process. We strive for transparency and client satisfaction. For more details, please visit our Terms & Conditions page.

To book a consultation with CFO & Associates, visit our website and fill out the form in the 'Contact Us' section. Our team will get back to you to schedule a convenient time. For immediate assistance, you can also call us directly.

CFO & Associates offers expert tax services, including planning, compliance, IRS representation, and solutions for businesses, individuals, and nonprofits to maximize savings, maintain compliance, and simplify tax management. For more details, please visit our Tax Services page.

An outsourced CFO from CFO & Associates provides strategic financial leadership, compliance assurance, and operational efficiency, helping to drive growth, optimize resources, and protect your organization’s assets. For more information, please visit our Outsourced CFO Services page.

CFO & Associates provides tailored budgeting, cash flow management, forecasting, and strategic financial planning services to optimize resources, drive growth, and achieve financial goals, especially for nonprofit organizations. For more information, please visit our Services page.