We provide industry specific financial guidance

“Making the switch to CFO 1 Source has helped me cut costs, which is crucial to a small business like mine. Margaret spends countless hours keeping our team up-to-date on the issues that affect us, disseminating and clarifying vital information on a regular basis, [and] helping me make informed decisions that keep my business moving forward towards success.”

“In the seven-plus years that Felix’s Restaurant Group has utilized CFO 1 Source’s services, they have proven to be a great asset! They have assisted us in growing from 1 to 4 locations. I trust them to protect our complicated financial processing and reporting that comes along with businesses in the hospitality industry.”

"Margaret’s team at CFO 1 source have been an integral part to the success of Oak and Ale over the past 10 years. They have been a constant ally to us and always put us in a position to succeed. There are a lot of things to worry about in the service industry, who does our accounting isn’t one of them."

“Margaret and her team were able to give us clarity and summarize the reams of information coming from the government (that seemed to change by the hour) in the clearest and useful way of any resource we had. She also guided us through the PPP process and necessary business planning in a timely way. Thanks to her help, the decisions we made in an ever-changing environment turned out to be on the money (pun intended). I would and have highly recommended Margaret and her team.”