Let's talk about your books
Contact CFO Suite
Ready to hand off the numbers and breathe easier? Reach out for a free consultation and a flat, up-front quote — fill out the form below or email us directly.
Free consultation
Tell us about your business
Fill out the form below and our team will reach out within 24 hours to talk through where your books stand and quote a clear monthly price. Not sure which service fits? Choose General Inquiry and we'll help you figure it out.
Contact details
Get in touch
Prefer to reach out directly? We're here to answer your questions and help you find the right fit for your business.
Consultations
Virtual, by video call
Monday – Friday: 9:00 AM – 5:00 PM (MT)
Home base
Salt Lake City, UT
Meetings by appointment
Service area
the United States
Virtual-first service, wherever your business is
FAQ
Before you reach out
Quick answers to common questions about working with our team
How quickly will I get a quote?
After a short discovery call, we provide a flat, up-front monthly quote within 24–48 hours. For straightforward engagements, we can often share pricing on the call itself.
Do you help determine the right service for my business?
Yes. If you're unsure whether you need bookkeeping, CFO guidance, tax strategy, or some combination, select General Inquiry and our team will review your situation and recommend the right fit — no pressure.
What information should I include in my message?
Share what your business does, roughly how many accounts and entities you have, and where your books stand today — up to date, a few months behind, or in need of a full cleanup. That helps us come prepared.
Is my financial data secure?
Yes. We work through secure, encrypted cloud accounting platforms with strict confidentiality, and our team is led by a Certified Public Accountant. We're happy to walk through our security practices on your consultation.
Certified Fresh Books, Building Wealth Together
Let's get your books in order
Don't wait for tax season. Reach out to CFO Suite today for a free consultation — and start feeling taken care of.