At CFO 1 Source, We Think Owners and Managers Deserve Better
You deserve a specialist who deeply understands the unique nature of your business. That’s why at CFO 1 Source, our team of business advisors and accountants work specifically with clients in the restaurant, bar & music club, and boutique hotel industries – because we make understanding your exact industry our business.
Our Approach
In 2001, Margaret Bruzdzinski started CFO 1 Source, becoming one of the first business advisory and accounting firms to specialize in the restaurant industry.
The CFO 1 Source approach is comprehensive and proactive – not just a regurgitation of numbers and information. Instead, we believe in forming a partnership with you, our client, by providing a complete picture of your business’s performance and valuable feedback to help you grow your business and maintain the highest possible profitability. We stay on top of industry standards, like increases in raw ingredient pricing and tip compliance, so that you can focus on what matters most to you – running your business.
Our Process
Is CFO 1 Source
A Good Fit for You?
Let’s chat! Get started by filling out our contact form, and a member of our team will contact you to discuss your current business processes and accounting practices. We want to know all the details, from your day-to-day operations to the important business questions that keep you up at night.
Learn more about the CFO 1 Source process and what makes our approach of combining business advice with accounting services stand out. Together, we’ll review our unique process and work with you to determine what specific CFO 1 Source service fits your business needs.
We Provide a
Customized Approach
TO ALL OF OUR CLIENT'S NEEDS
Our customized approach starts with a tailored proposal based on your concerns and business needs. Our proposals contain detailed information about our pricing structure and a description of our ongoing services, and more depending on your unique business requirements.
We believe in partnering with our clients to bring you expert knowledge while helping you grow and transform your business.
The Onboarding Process is Vital
to Our Success Together
At CFO 1 Source, we believe that our in-depth onboarding process is critical to determining how our team can immediately start impacting the success of your business.
We believe that it’s our job to uncover every detail about your business and act as a constant guide. So, during the onboarding process, our team will ask pointed questions about your business’s facets, from insurance renewals to licensing and business contracts, as well as areas of concern and potential growth.
Don’t have an established business yet? No problem! We love walking new clients through the process of getting your business up and running, from federal and state IDs to licensing and more. We’ll help you get your doors open!
Financial Measurement
Is Key to Our Client’s Success
We collect and analyze financial information and non-financial metrics on an ongoing basis to provide you with curated and valuable advice on processes and tools to improve your business. Our team also sends period-end reports and continued support to supply you with the information you need before you need it.
An Ongoing Partnership
Cultivates Success + Growth
Our ongoing partnership includes weekly discussions to review various topics, from missing or incorrect invoices to weekly cash flow analysis and projections.
We strongly believe that continuous communication is vital to guarantee that our efforts and goals are always aligned. Our team sends out periodic newsletters covering relevant topics to keep you up-to-date on your industry’s general landscape.
Is CFO 1 Source
a Good Fit For You?
Let’s chat! Get started by filling out our contact form, and a member of our team will contact you to discuss your current business processes and accounting practices. We want to know all the details, from your day-to-day operations to the important business questions that keep you up at night.
Learn more about the CFO 1 Source process and what makes our approach of combining business advice with accounting services stand out. Together, we’ll review our unique process of combining business advice and accounting services and then work with you to determine what specific CFO 1 Source services fit your business needs.
We Provide a Customized Approach
TO ALL OF OUR CLIENT'S NEEDS
Our customized approach starts with a tailored proposal based on your concerns and business needs. Our proposals contain detailed information about our pricing structure and a description of our ongoing services, and more depending on your unique business requirements.
We believe in partnering with our clients to bring you expert knowledge while helping you grow and transform your business.
The Onboarding Process is Vital
to Our Success Together
At CFO 1 Source, we believe that our in-depth onboarding process is critical to determining how our team can immediately start impacting the success of your business.
We believe that it’s our job to uncover every detail about your business and act as a constant guide. So, during the onboarding process, our team will ask pointed questions about your business’s facets, from insurance renewals to licensing and business contracts, as well as areas of concern and potential growth.
Don’t have an established business yet? No problem! We love walking new clients through the process of getting your business up and running, from federal and state IDs to licensing and more. We’ll help you get your doors open!
Financial Measurement
Is Key to Our Client’s Success
We collect and analyze financial information and non-financial metrics on an ongoing basis to provide you with curated and valuable advice on processes and tools to improve your business. Our team also sends period-end reports and continued support to supply you with the information you need before you need it.
An Ongoing Partnership
Cultivates Success + Growth
Our ongoing partnership includes weekly discussions to review various topics, from missing or incorrect invoices to weekly cash flow analysis and projections.
We strongly believe that continuous communication is vital to guarantee that our efforts and goals are always aligned. Our team sends out periodic newsletters covering relevant topics to keep you up-to-date on your industry’s general landscape.
READY TO TAKE THE NEXT STEP?
CFO 1 SOURCE IS YOUR EXPERT
in Business Advisory and Accounting
What Clients Are Saying
Meet Our Founder
CFO 1 Source Founder
MARGARET BRUZDZINSKI
From the start, Margaret Bruzdzinski was meant to shine. After earning her Bachelor of Science degree in Accounting from LSU, she went on to work for two Big Four accounting firms and passed her CPA exam. Then, she served as the Director of Finance for AI Copeland Investments for four years before founding CFO 1 Source in 2001.
CFO 1 Source was founded to provide clients in the restaurant and hospitality industries with a unique set of outsourced services not yet seen in the accounting world. Margaret provided her clients with both business advisory services and accounting services, later adding payroll services in the following years.
CFO 1 Source Founder
MARGARET BRUZDZINSKI
From the start, Margaret Bruzdzinski was meant to shine. After earning her Bachelor of Science degree in Accounting from LSU, she went on to work for two Big Four accounting firms and passed her CPA exam. Then, she served as the Director of Finance for AI Copeland Investments for four years before founding CFO 1 Source in 2001.
CFO 1 Source was founded to provide clients in the restaurant and hospitality industries with a unique set of outsourced services not yet seen in the accounting world. Margaret provided her clients with both business advisory services and accounting services, later adding payroll services in the following years.
Shine Your Light
GIVING BACK TO FAMILIES
Shine Your Light is a family spun charity started by Jill Donaldson, owner of Bippo’s Place for Smiles Pediatric Dental Offices, and Margaret Donaldson Bruzdinski, owner of CFO 1 Source.
Shine Your Light started in 2007 to bring joy to the children and families in the NOLA area and has expanded to several different cities. Every year, we deliver goodies on Christmas Eve to families in need. We’re always in need of volunteer shoppers, wrappers, deliverers, and of course, contributors. If you’d like to learn more about our Shine Your Light initiative, please visit our website.
Shine Your Light
GIVING BACK TO FAMILIES
Shine Your Light is a family spun charity started by Jill Donaldson, owner of Bippo’s Place for Smiles Pediatric Dental Offices, and Margaret Donaldson Bruzdinski, owner of CFO 1 Source.
Shine Your Light started in 2007 to bring joy to the children and families in the NOLA area and has expanded to several different cities. Every year, we deliver goodies on Christmas Eve to families in need. We’re always in need of volunteer shoppers, wrappers, deliverers, and of course, contributors. If you’d like to learn more about our Shine Your Light initiative, please visit our website.
Meet Our Team
CFO 1 Source is an Innovator in the Accounting Industry
Our team of experienced Controllers is a combination of CPAs and Accountants with decades of combined experience, hustle every day to help our clients increase their level of success.
Our team of Controllers and Senior Accountants work together to provide our clients with information on missing invoices, cash flow projections, anticipated sales fluctuations, comparative ratios, and industry standards.
Meet The Team
Margaret Bruzdzinski, CPA
Owner and President
Cherie Scott
Vice President
Vickie Jeffery
Director of Operations
Melissa Chauppette
Senior Accountant
Meghan Federico
Controller
Kim Early
Supervising Senior Accountant
Dena Knight
Senior Accountant
Kimberly Joyce
Controller
Karen Ortiz
Supervising Senior Accountant
Shelly Landry
Senior Accountant
Cathy Laborde
Controller
Diana Shanley
Supervising Senior Accountant
John Silvey
Senior AccountantCERTIFICATIONS + ACCOLADES
CERTIFICATIONS + ACCOLADES
