Certified Fresh Books, Building Wealth Together
About CFO Suite
We empower investors and growing businesses with smart, strategic accounting — driven by technology, built for impact. Established in 2025.
Our story
Built to take the weight off your books
We empower investors and growing businesses with smart, strategic accounting — driven by technology, built for impact.
CFO Suite was founded with a clear vision: to bring high-touch, strategic financial support to the entrepreneurs and growing businesses often overlooked by traditional firms. We saw a gap in the market for accounting partners who not only deliver accurate financials and smart tax strategies, but who also understand the pace, ambition, and complexity of scaling companies.
Today, we're proud to serve a dynamic client base of savvy founders and fast-growing teams across the United States, providing a tailored, white-glove experience that makes us a true partner in their success.
Meet Our TeamTami Tran
CPA
Jeremy Queenin
MBA
What guides us
Our core values
The principles that guide every engagement and interaction with our clients
Clarity first
Every engagement begins and ends with clarity — accurate books, plain-English reports, and numbers you can trust.
Integrity
Honest communication, transparent flat pricing, and fully compliant strategies you can count on — always.
Excellence
White-glove service and meticulous work — measurable results like $178,000 in recovered revenue for a single client.
Partnership
We treat your goals like our own — a true financial partner invested in your growth, not just your ledger.
Why trust us
Credentials & recognition
Industry credentials and results that demonstrate our commitment to excellence
CPA-led team
Led by a Certified Public Accountant with deep expertise in strategic accounting and tax
Secure & confidential
Your financial data handled through secure, encrypted cloud platforms with strict confidentiality
Tech-forward systems
QuickBooks Online and Xero expertise with modern automation for accurate, real-time books
Proven client results
Trusted by founders and investors — from multi-entity consolidations to six-figure revenue recoveries
Where we serve
Virtual-first, nationwide
We work with entrepreneurs, investors, and growing businesses anywhere in the United States. Cloud accounting, secure document sharing, and scheduled video calls mean your books get the same white-glove attention no matter where your business is based.
Become a ClientWork from anywhere
Your accounts connect securely to cloud platforms like QuickBooks Online and Xero — no office visit, no shoebox of receipts.
Everything in one place
Statements, reports, and questions live in a single secure workspace you can reach from any device.
A team that knows you
You get a dedicated bookkeeper and a standing monthly call — the same relationship a local firm would offer, without the geography.
Ready to work with the experts?
Experience the CFO Suite difference. Contact us today to discuss your business and discover why we're the trusted accounting partner for entrepreneurs and investors.