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.”
Monica has many years of extensive experience in corporate finance as an accounting bookkeeper, business analyst and senior financial analyst. She has worked for nationally known pharmaceutical firms as well as a global media, marketing and corporate communications holding company. As a multi-site bookkeeper, she works with three clients in the long-term care, construction, and investment fields, providing a full range of bookkeeping services to ensure all accounts are in order and accurate.
“I like that I’m not assigned to only one client, which makes for more interesting, varied work. Plus, it’s important to like the people you work with which is how I feel about everyone here.”
Christin has a diverse background in business management, supply chain operations, accounting management, and tax compliance. As a multi-site controller, she helps clients with a range of financial activities vital to these businesses’ fiscal health, which include financial planning, preparing budgets, and cash flow, breakeven and cost analysis reporting. She also sets up new business systems and technology that help us serve our clients with greater security and efficiency.
“The culture at CFO Your Way lends itself to creating a real partnership with clients and making a meaningful difference for them. I do this by addressing their current financials and the uncertainties they may be facing today, and collaborating with them to create a sustainable, financially healthy future.”
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.”