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.”
Stacey brings a specialty in accounting and controller functions for foreign companies with a U.S. presence to CFO Your Way, having worked for a machine tool manufacturer based in Japan. She has spent her entire career in accounting, from bookkeeping to controller roles. Her varied background includes analyzing transactions in accordance with US GAAP and ASC 606, wide area workflow electronic invoicing, audits, and multi-state tax filings. In her work as controller, she enjoys showing clients how their financials spotlight revenue strengths and areas of opportunity, and how to use the numbers to guide smart business decisions.
“The diversity of clients at CFO Your Way was appealing to me and aligned with my prior experience. I like being able to contribute to different kinds of companies.”
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.”