9
175 Hutton Ranch Rd # 103, Kalispell, MT 59901, USA
Kalispell, Montana 59901
+1 406-257-6044

The company,owned by Sue Thompson, “Abundance Accounting” claims “Abundance” and that they provide accounting services when in fact they falsified their representation in their marketing. BEWARE!!!! This is not an accounting firm even though the name might lead you to believe it might be. This is a small time book keeping operation who makes big promises to grow your wealth, provide counsel on your wealth management, and accurate book keeping records when in fact all I received was invoices with nothing to show for their work.

As an entrepreneur and business owner, I highly recommend The CFO Agency for any financial management/planning needs. Note that there is one major piece to the puzzle in order for the relationship to have success, though. That piece of the puzzle is patience and time. As an entrepreneur, I typically want things done FAST and see a return on my investment within minutes, but that should never be the case when it comes to your finances. Give Sue and her team a bit of time to understand you, your company, and your habits. I guarantee you won't be disappointed when you do!

Sue Thompson said she was going to file my quarterly returns and make that all required paperwork was turned in and this wasn’t the case. I received calls from the State Department of Revenue and Division of Labor that my accounts were overdue which told me that she had not done the work she said she was going to do.

When I told Sue Thompson of Abundance Accounting our working relationship was over and I wasn’t paying any more invoices she sent my account to a national collections agency in order to be paid.

Working with the CFO Agency has reduced the complexity and challenges I faced making financial decisions for my growing business, The Freedom Shift. As an entrepreneur and someone who has built a financial nest egg, I struggled to see the big picture. I came to Sue Thompson with questions like “how much is enough?”, “do I have enough?”, “what exactly should I be doing to preserve what I have?” and “how do I build a legacy business that will support my lifestyle and future needs?”. Over the last year, Sue has helped me to structure my company correctly, minimize tax implications, pay myself first, invest in a team and develop my overall wealth strategy. I can’t say enough about the benefits of having my CFO advising me on how to align my business and personal finances to create the lifestyle I desire. Sue takes something complex and overwhelming and makes sense of it. Huge ROI.

Over-promised, under-delivered, and will set your back business back in time and in money.

I paid Abundance Accounting $700 already out of pocket and they keep sending me invoices but Abundance Accounting has not produced a profit and loss statement, a balance sheet, or any records that they did any work.

I couldn’t have asked for a bigger nightmare. My advice is stay as far away from this company as possible.

Show Map

The Cfo Agency — Accounting firm in Kalispell

We are glad to greet you!

The Cfo Agency

Accounting firm at 175 Hutton Ranch Rd # 103, Kalispell, MT 59901, USA. Here you will find detailed information about The Cfo Agency: address, phone, fax, opening hours, customer reviews, photos, directions and more.

Opening hours

  • Monday
    8:30 AM – 4:30 PM
  • Tuesday
    8:30 AM – 4:30 PM
  • Wednesday
    8:30 AM – 4:30 PM
  • Thursday
    8:30 AM – 4:30 PM
  • Friday
    8:30 AM – 4:30 PM
  • Saturday
    Closed
  • Sunday
    Closed

Rating

4
/
5
Based on 9 reviews

Contacts

Categories:
State:
Montana
Address:
175 Hutton Ranch Rd # 103, Kalispell, MT 59901, USA.
City:
Kalispell
Postcode:
59901

About The Cfo Agency

The Cfo Agency is a US Accounting firm based in Kalispell, Montana. The Cfo Agency is located at 175 Hutton Ranch Rd # 103, Kalispell, MT 59901, USA.


Please contact with The Cfo Agency using information above: Address, Phone number, Fax, Postal code, Website address, E-mail, Facebook. Find The Cfo Agency opening hours and driving directions or map. Find real customer reviews and ratings or write your own review.

Are you the owner?
You can make a change to the page:
Edit this page

ALL reviews about The Cfo Agency

  • Kevin
    Added 2016.01.04
  • Nicholas
    Added 2015.11.29
    The company,owned by Sue Thompson, “Abundance Accounting” claims “Abundance” and that they provide accounting services when in fact they falsified their representation in their marketing. BEWARE!!!! This is not an accounting firm even though the name might lead you to believe it might be. This is a small time book keeping operation who makes big promises to grow your wealth, provide counsel on your wealth management, and accurate book keeping records when in fact all I received was invoices with nothing to show for their work.
  • Ethan
    Added 2015.10.31
    As an entrepreneur and business owner, I highly recommend The CFO Agency for any financial management/planning needs. Note that there is one major piece to the puzzle in order for the relationship to have success, though. That piece of the puzzle is patience and time. As an entrepreneur, I typically want things done FAST and see a return on my investment within minutes, but that should never be the case when it comes to your finances. Give Sue and her team a bit of time to understand you, your company, and your habits. I guarantee you won't be disappointed when you do!
  • Katherine
    Added 2015.03.03
    Sue Thompson said she was going to file my quarterly returns and make that all required paperwork was turned in and this wasn’t the case. I received calls from the State Department of Revenue and Division of Labor that my accounts were overdue which told me that she had not done the work she said she was going to do.
  • Mackenzie
    Added 2014.12.02
    When I told Sue Thompson of Abundance Accounting our working relationship was over and I wasn’t paying any more invoices she sent my account to a national collections agency in order to be paid.
  • Alejandro
    Added 2014.11.26
    Working with the CFO Agency has reduced the complexity and challenges I faced making financial decisions for my growing business, The Freedom Shift. As an entrepreneur and someone who has built a financial nest egg, I struggled to see the big picture. I came to Sue Thompson with questions like “how much is enough?”, “do I have enough?”, “what exactly should I be doing to preserve what I have?” and “how do I build a legacy business that will support my lifestyle and future needs?”. Over the last year, Sue has helped me to structure my company correctly, minimize tax implications, pay myself first, invest in a team and develop my overall wealth strategy. I can’t say enough about the benefits of having my CFO advising me on how to align my business and personal finances to create the lifestyle I desire. Sue takes something complex and overwhelming and makes sense of it. Huge ROI.
  • Abigail
    Added 2014.06.23
    Over-promised, under-delivered, and will set your back business back in time and in money.
  • Ethan
    Added 2014.04.07
    I paid Abundance Accounting $700 already out of pocket and they keep sending me invoices but Abundance Accounting has not produced a profit and loss statement, a balance sheet, or any records that they did any work.
  • Evan
    Added 2013.12.26
    I couldn’t have asked for a bigger nightmare. My advice is stay as far away from this company as possible.
Leave your own review about The Cfo Agency:
Add a review

Find Accounting firm in Kalispell

Accurate Tax Pro
Accounting firm in Montana
2 reviews
1 S Main St, Kalispell, MT 59901, USA.
Abacus Business Tax Consulting
Accounting firm in Montana
1507 1st Ave W A, Kalispell, MT 59901, USA.
Abundance Accounting Llc
Accounting firm in Montana
516 Grande Vista Dr, Kalispell, MT 59901, USA.
Addington Accounting Tax
Accounting firm in Montana
139 Kelly Rd, Kalispell, MT 59901, USA.
American Financial Services Inc
Accounting firm in Montana
180 4th Ave W N, Kalispell, MT 59901, USA.
Armstrong Ken Cpa
Accounting firm in Montana
4 Meridian Ct, Kalispell, MT 59901, USA.