CFO Sources — CPA Firm in Lutz, Florida
CF
CFO Sources
CPA Firm
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Est. 2009
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3 CPAS
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Licensed in Florida
Specialties
Financial Planning
Financial Planning for Businesses
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Tax Preparation
Tax Preparation for Businesses
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Accounting
Small Business Accounting: Accounting for small businesses.
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Bookkeeping
Tax Planning
Payroll Services
Audit, Review & Compilation
Three levels of CPA-certified financial statements.
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Business Consulting & Advisory
Bank Financing: Preparation to help businesses secure bank loans.
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Business Formation & Entity Structuring
New Business Formation
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CFO & Controller Services
Part-Time CFO Services: Financial statements, forecasting, cash flow guidance, tax compliance and accounting s...
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Financial Statements & Reporting
Internal Controls | Cash Flow Management: Cash flow projections to help businesses avoid cash crises.
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IRS Representation & Tax Resolution
Payroll Tax Problem Resolution
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QuickBooks & Accounting Software
Industry Expertise
Construction
Real Estate
Retail
Healthcare
Hospitality
Law firms
Restaurants
Manufacturers
Clients Served
Small Businesses
Growing Companies
Software & Tools
QuickBooks
Our Team
Locations
About CFO Sources
CFO Sources is a Lutz, Florida CPA firm founded in 2009 by Edwin Shepherdson, a former KPMG professional, to provide finance and accounting services and systems for small businesses. Its CPAs offer outsourced part-time CFO and controller services, bookkeeping, payroll, tax planning and compliance, audits, reviews and compilations, serving construction, healthcare, hospitality, real estate and restaurants.
Frequently Asked Questions
The office is at 17862 Hunting Bow Circle in Lutz, Florida; call (813) 920-2300.
Hours are Monday to Friday, 9:00am to 4:00pm ET.
It includes financial statements, forecasting, accounts payable and receivable, cash flow guidance, strategic tax planning and accounting system setup.
Edwin Shepherdson, CPA founded the firm in 2009 after a decade at KPMG and a decade in private equity.
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