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Testimonials
& Clients

This is why we do what we do

We don’t mean to brag but our clients are awesome and, as an added bonus, they love working with us (and, let’s be honest, we love working with them too). Interested in learning more about our services? We’d love to hear from you!

Susan Zemanick, Zasu
"Being a first-time restaurant owner, I knew I needed a solid team to support me and help me succeed. From the moment I stepped into CFO 1 Source and met with Margaret and her team, I knew I was in good hands. Since they specialize in restaurants, they were able to provide a world of knowledge and experience. On a day-to-day basis, I juggle so many aspects of my business, but CFO 1 Source has helped relieve a ton of pressure. I would recommend CFO 1 Source to anyone who wants to succeed."
Robbie Orgeron, Felix's
“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.”
Cassi Dymond, Cafe Satsuma
"Using CFO 1 Source has changed the way I see my business financially. Not only am I provided current, accurate and thorough reports, I feel like I have an ally available to me to help navigate complicated business decisions.”
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KIND WORDS

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“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.”

Ti Martin
Owner, Commander's Palace

“Working with CFO 1 Source has been transformative for Bacchanal Fine Wine and Spirits. The partnership we’ve been able to build over the years has been essential to our business growth and has given us the extra bandwidth we’ve needed to weather every storm that came our way. I can’t imagine our success without CFO 1 Source.”

Joaquin Rodas
Bacchanal

“From our first conversation with Margaret, I have felt confident that we are in the hands of people who understand the financial ins and outs of the restaurant business.”

Greg Augarten
Pizza Delicious

“I have been using Margaret and CFO 1 Source for 12 years now at all of my restaurants. Margaret and her staff are very professional and very attentive when it comes to helping you organize your day to day financial operations in your business.“

Aaron Burgau
Patois

“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.”

Ti Martin
Owner, Commander's Palace

“Working with CFO 1 Source has been transformative for Bacchanal Fine Wine and Spirits. The partnership we’ve been able to build over the years has been essential to our business growth and has given us the extra bandwidth we’ve needed to weather every storm that came our way. I can’t imagine our success without CFO 1 Source.”

Joaquin Rodas
Bacchanal

“From our first conversation with Margaret, I have felt confident that we are in the hands of people who understand the financial ins and outs of the restaurant business.”

Greg Augarten
Pizza Delicious

“I have been using Margaret and CFO 1 Source for 12 years now at all of my restaurants. Margaret and her staff are very professional and very attentive when it comes to helping you organize your day to day financial operations in your business.“

Aaron Burgau
Patois
“I’m privileged to have a badass named Margaret as my accountant. She studied every sentence of that [PPP] bill and attended an unreasonable number of webinars to learn how to interpret its limited language.”
“Having Margaret and [the] CFO 1 Source team looking after my finances allows me more time to concentrate on my customers. Having had two previous restaurants - CFO 1 Source lets me know what I need to work on, which has made this restaurant so much more profitable.”
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OUR CLIENTS

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READY TO TAKE THE NEXT STEP?

CFO 1 SOURCE IS YOUR EXPERT

in Business Advisory and Accounting

CERTIFICATIONS + ACCOLADES

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certification logo cgma
certification logo st pauls school
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