You know the old saying, “Behind every business owner is a great team?” If you haven’t heard that one, know that at CFO Your Way, this holds true every day, for me as the business owner and for our clients, who rely on my team’s expertise and care to put their finances in order and their companies on the profitability track.
Of course, I recognize these professionals’ contributions to the work we do in our outsourced CFO practice, but I thought it was time I introduced them to my clients and colleagues. Without these folks, CFO Your Way would not have grown as we have over the past few years, and the businesses we serve would not be seeing the many positive effects on their financials and operations that are helping them thrive.
Steven Blankrot, 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.”
Judi Tackett – Accounting specialist
Judi has yet to meet a financial reporting system she doesn’t like. Her analytical expertise is put to use daily as she extracts meaningful, accurate financial data that guides clients in a range of industries.
“I help them to manage their finance departments and develop processes and controls so they function at the most efficient and profitable level. What I love about working on the CFO Your Way team is that every day is different and I get to customize what I do for each client’s best interest.”
Cassandra Whetzel – Bookkeeper
Cassandra does more than keep clients’ books, ; she is also a virtual assistant par excellence and understands how good customer service affects every aspect of a business. Of working at CFO Your Way, she says that, “I enjoy helping small businesses take control of their finances.” Indeed she does—and she does it well!
Vicki Avila – Bookkeeper
Providing support is in Vicki’s DNA, given her background as a social worker. She also holds a BS in economics and is a financial analyst for a school district. Vicki assists the team remotely, handling basic bookkeeping for various clients so others can focus on direct client service.
“My favorite things about working with CFO Your Way are how much our clients genuinely matter to all of us, and how supportive our team is of one another.”
Lucille Gabel – Bookkeeper
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.”