About Our Firm
Who We Are
Our Team of Experts
Founder & CEO
After 25 years in public and private accounting, including CFO positions in real estate investment firms, Cheryl founded CFO Your Way in 2012.
The company offers outsourced CFO services to businesses who need expert bookkeeping and controller services, and she and her team guide clients toward sustainable growth and profitability.
CPA - Manager
Steve ensures that his clients’ accounting work is performed on a timely basis, and. He is the point of contact for clients when they have questions about their financial reports or need guidance about their finances to help make their businesses successful. Steve also assists Cheryl with special projects.
“It is a pleasure to come to work every day because of the terrific people at CFO Your Way. Cheryl has done a great job assembling a team that work hard and are fun to work with. That attitude starts at the top with Cheryl, who cares a lot about her staff. It also shows in the clients we have; they have all been very welcoming to me and are serious about their business.”
Lucille has owned and managed a family-run business, so she has firsthand understanding of the importance of maintaining accurate financial records.
“My role as a bookkeeper at CFO Your Way is rewarding in several ways, from being on site and working with the people there, to being part of the team that supports Cheryl.”
Through her extensive bookkeeping experience, Cindy has handled all aspects of accounts payable and receivable, ensured general ledger accuracy, reconciled bank and financial statements, maintained vendor files and has helped employers prepare for financial audits.
At CFO Your Way she is working with multiple clients in various industries, making sure their financial records are in tiptop shape, and says, “I enjoy the challenges, learning about new types of companies, and the investigative side of the business, digging into the numbers to solve problems.”
Stephanie has worked many years as an office manager and executive assistant, handling program and event planning, bookkeeping, communications, and project coordination in the U.S. and abroad (she is a native of Switzerland). As business assistant at CFO Your Way, she handles our administrative needs, communicates with clients and colleagues, manages internal company projects, and implements social media marketing activities.
“I was interested in working with a smaller company, so this position and team fit nicely with my goals, and I like the variety of work I’m doing for Cheryl.”