Insights

Incentives Focus Specialization in federal and state R&D credits, state incentives, and sales tax credits provides a clear upsell path to growth focused firms seeking cash flow improvement and compliance efficiency.

Diverse Client Experience The firm has exposure to Fortune 500 to small companies, enabling tailored proposals for mid-market clients aiming to optimize incentives during expansion, new product development, or geographic diversification.

Cross Sell Opportunities There is a strong opportunity to cross-sell incentives services to existing clients and to expand into tax planning and credits for new regions, manufacturing, and tech sectors with high R&D spend.

Boutique Efficiency A small to mid sized firm with a lean team can offer nimble, cost effective delivery and faster ROI storytelling, appealing to CFOs seeking quick wins and measurable bottom line impact.

Tech Enabled Delivery A modern tech stack and scalable processes enable efficient service delivery and data rich case studies for sales conversations; emphasize ROI analytics and repeatable methodologies to differentiate from larger firms.

CFO Services, a trg company Tech Stack

CFO Services, a trg company uses 8 technology products and services including Smart Slider 3, oEmbed, Lodash, and more. Explore CFO Services, a trg company's tech stack below.

Smart Slider 3

Design

oEmbed

Dev Tools

Lodash

Javascript Libraries

PHP

Programming Languages

Really Simple SSL & Security

Security

LiteSpeed

Web Servers

jQuery.scrollTo

Web Tools And Plugins

Animate It

Wordpress Plugins

CFO Services, a trg company Email Formats	Example	Percentage
FLast@cfoserv.com	JDoe@cfoserv.com	67%
First@cfoserv.com	John@cfoserv.com	22%
Last@cfoserv.com	Doe@cfoserv.com	7%
First.Last@cfoserv.com	John.Doe@cfoserv.com	4%

CFO Services, a trg company Email Formats

Example

Percentage

FLast@cfoserv.com

JDoe@cfoserv.com

67%

First@cfoserv.com

John@cfoserv.com

22%

Last@cfoserv.com

Doe@cfoserv.com

First.Last@cfoserv.com

John.Doe@cfoserv.com

Frequently Asked Questions

Where is CFO Services, a trg company's headquarters located?

CFO Services, a trg company's main headquarters is located at 11422 Miracle Hill Drive Suite 500 Omaha, Nebraska United States. The company has employees across 1 continents, including North America.

What is CFO Services, a trg company's official website and social media links?

CFO Services, a trg company's official website is cfoserv.com and has social profiles on LinkedIn.

What is CFO Services, a trg company's NAICS code?

CFO Services, a trg company's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does CFO Services, a trg company have currently?

As of June 2026, CFO Services, a trg company has approximately 29 employees across 1 continents, including North America. Key team members include Vice President: N. P.Compliance Manager, Prevailing Wage & Apprenticeship: K. C.Manager: M. F.. Explore CFO Services, a trg company's employee directory with LeadIQ.

What industry does CFO Services, a trg company belong to?

CFO Services, a trg company operates in the Accounting industry.

What technology does CFO Services, a trg company use?

CFO Services, a trg company's tech stack includes Smart Slider 3oEmbedLodashPHPReally Simple SSL & SecurityLiteSpeedjQuery.scrollToAnimate It.

What is CFO Services, a trg company's email format?

CFO Services, a trg company's email format typically follows the pattern of FLast@cfoserv.com. Find more CFO Services, a trg company email formats with LeadIQ.

When was CFO Services, a trg company founded?

CFO Services, a trg company was founded in 1992.

CFO Services, a trg company

Q: How many employees does CFO Services, a trg company have currently?

CFO Services, a trg company has approximately 29 employees.

Q: What technology does CFO Services, a trg company use?

CFO Services, a trg company's tech stack includes PHP, MySQL, three.js, HTTP/3, oEmbed.

Q: What is CFO Services, a trg company's NAICS code?

CFO Services, a trg company's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingNebraska, United States11-50 Employees

CFO Services, a mid-sized accounting-focused consulting firm based in Omaha, Nebraska, aims to deliver measurable financial outcomes rather than just reports. The company concentrates on business incentives and credits, applying proven methodologies to help clients secure and maximize benefits. Its services cover federal and state Research and Development credits, state tax incentives and credits, and state sales and use tax.

Its client roster spans large Fortune 500 firms to mid-sized and smaller enterprises, reflecting experience across diverse industries. Its emphasis on a narrow focus within accounting positions it as a specialist in incentives and credits, providing depth of knowledge to support financial impact.

Insights

Similar companies to CFO Services, a trg company

EY

Moss Adams

PwC

Robert Half Management Resources

RSM

Baker Tilly

Plante Moran

KPMG

Armanino

Deloitte

CLA (CliftonLarsonAllen)