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Optimized CFO

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Financial Peace of Mind

  1. Did you have concerns about spending money on year-end & month-end accounting assistance?  How do you feel about the purchase now?
    Yes, I had concerns in the beginning about the month-end and year-end services however it has really helped in planning and in assisting us in making year end decisions such as purchasing assets and tax planning.  Just knowing where we are at financially each month gives me peace of mind.
  2. What, specifically, was your favorite part of working with Rebecca, and why?
    Rebecca’s knowledge of accounting practices and principles is unmatched.
  3. What is the main reason you would recommend Rebecca?
    She is very good at what she does!!
  4. Is there anything else you would like to add?
    We really enjoy and feel extremely fortunate in getting to work with Rebecca.  Having someone with the knowledge and experience that she has is a great asset for us.  Rebecca always has a smile on her face, and a great attitude!  We get to laugh a lot when she is at our office.

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Recent Posts

  • January 2023 OCFO Update
  • PPP and ERC Update 3/4/21
  • PPP Update 11/20/20
  • PPP Update – 10/9/20 – Should I Apply for Forgiveness Now?
  • The Basics of IRAs

Food for Thought

You can’t keep on doing things the old way and still get the benefits of the new way.

— Thomas Sowell

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We help business owners and managers optimize their…

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Optimized CFO & Controller Services LLC

3601 Endeavor Ave., Suite 121
Columbia, MO 65201
573-447-8400
rebecca@optimizedcfo.com

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