CFO Ideas LLC is a professional services company providing CFO, Controller, Accountant and Bookkeeping services to small and mid sized companies in the New York Tri-State area. CFO Ideas recognizes that business owners need assistance in managing their business including their ability to grow revenue. and equity. They also need to create cash, keep cash and sleep at night. 

CFO Ideas creates the framework to allow Owners to accomplish that goal. CFO Ideas provides the leadership required to allow Owners to manage sales, marketing while CFO Ideas manages cash flow, financial data, HR, IT and provide leadership to the organization.

We help minority, women owned and SDV business owners apply for and obtain their NYS diversity certification.

We assist those business Owners seeking to exit or transition out of their business, with getting their companies ready for the private equity company, or with a strategic sale to a competitor.

Are your Project Managers or project accountants having difficulties with procore?  We can assist with implementation, and ongoing use of the application

CFO Ideas LLC

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