A Focused Holistic Approach

Full-Service Accounting Firm
  • Accounting Services
  • Bookkeeping
  • Payroll & HR
  • Financial statements
  • Compilations / Reviews
  • Tax Serivces
  • Business & Personal Planning
  • Outsourced / Fractional Accounting
  • Full-service back office accounting
  • AP, AR, Job Costing, Inventory
What Really Makes Us Different
  • CFO Advisory Perspective
  • Planning (Short, Mid, & Long Term)
  • Risk Management
  • Operational Efficiency
  • Financial Objectives & Performance

About
CFO Advisory Services

CPA

CGMA

PHR

Pro-Advisor

The Problem With Traditional Accounting Services

Commodity Driven

Tax Return
Financial Statement
Bookkeeping
One and Done

Communications

Everyone is in their own little silo’s and no one is looking at the entire picture Cooperation with outside professionals is taboo and a threat

The Puzzle

Leaving the client to connect the dots and complete the puzzle on their own

Cost Control

Billable hours pricing can get expensive quickly It does not consider the overall value of services provided Or encourage the free flow of communications

Trust

Conflicting needs without communication creates conflicting messages and destroys client trust

The Solution

CFO Advisory Services

Treatment Plan

  • Planning
  • Operational Objectives
  • Risk Management
  • Financial Performance

Client Centric

  • Understand all aspects of the client:
  • Hopes
  • Dreams
  • Goals
  • Concerns
  • Needs

Team Approach

  • Bring together the team of internal and external talent with the tools and processes to fuel collaborative communication

Complete the Puzzle

Build the plan and services that the client needs

Focus on Client Success

We define success by client outcomes, not billable hours

Tested

Started in 2008
Over 400 clients in 14 states & 3 countries

Synergetic

Our success is a direct result of our client's success

What They Are Saying About ECPA

Nominated to the top 10 women to watch by the FICPA

ECPA has been such an integral part of our success and our ability to grow, that for the past 10 years running we have been recognized by the Tampa Bay Business Journal as one of the Fastest Growing Companies with a 1076% financial rate of growth over the past ten years.

- Maurice Opstal, President Stellar Development, Inc.

Wonderful professionalism that seems hard to find in others. I had them audit my previous taxes and, as I had suspected, found many mistakes from my previous CPA. They helped me restructure my companies, and also educated me on the benefits in doing so.

- Kyrstal Lee Suncoast Stables & Boomer Ventures

We focusing our lense on the entire client. We provide a holistic approach to each of our clients varying needs. We treat the entire client, not just their symptoms. We focus on client out comes. Our teams of internal and external professionals work seamlessly together to provide the client with an unparrelled resourse and experience. We define success not through our growth but by the growth and success of our clients.