Insights

Strong Market Position CFO Simplified operates within the small to mid-sized business sector, serving companies with annual revenues up to 30 million dollars. This wide revenue range offers opportunities to provide tailored financial management solutions that address specific needs across various growth stages.

Financial Visibility Expertise The company's focus on enhancing financial statement clarity and operational reporting presents a chance to introduce advanced financial technology tools and systems that further streamline reporting processes for clients seeking better cash flow management and profitability.

Growing Client Base With a targeted client profile solving diverse industry issues, there is potential to expand services to similar entrepreneurial and family-owned businesses seeking strategic financial guidance, increasing revenue streams through upselling or new client acquisition.

Tech Stack Compatibility Leveraging tools like Shopify and Google Tag Manager indicates technical readiness that can be complemented with fintech solutions or integrations focused on financial automation, analytics, and operational efficiencies for clients.

Size and Scalability While currently a small team, there is an opportunity to scale service offerings through partnerships or technology integration to serve larger organizations or more complex financial needs, positioning CFO Simplified for broader market penetration.

CFO Simplified Tech Stack

CFO Simplified uses 8 technology products and services including Shopify, Microsoft Excel, OWL Carousel, and more. Explore CFO Simplified's tech stack below.

  • Shopify
    E-commerce
  • Microsoft Excel
    Editors
  • OWL Carousel
    Javascript Libraries
  • Infinite Scroll
    Javascript Libraries
  • Priority Hints
    Performance
  • Google Tag Manager
    Tag Management
  • Nginx
    Web Servers
  • Draftpress HFCM
    Web Tools And Plugins

Media & News

CFO Simplified's Email Address Formats

CFO Simplified uses at least 1 format(s):
CFO Simplified Email FormatsExamplePercentage
FLast@cfosimplified.comJDoe@cfosimplified.com
50%
FLast@cfosimplified.comJDoe@cfosimplified.com
50%

Frequently Asked Questions

Where is CFO Simplified's headquarters located?

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CFO Simplified's main headquarters is located at Chicago, IL 60090 US. The company has employees across 1 continents, including North America.

What is CFO Simplified's phone number?

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You can contact CFO Simplified's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CFO Simplified's official website and social media links?

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CFO Simplified's official website is cfosimplified.com and has social profiles on LinkedIn.

What is CFO Simplified's NAICS code?

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CFO Simplified's NAICS code is 52 - Finance and Insurance.

How many employees does CFO Simplified have currently?

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As of October 2025, CFO Simplified has approximately 7 employees across 1 continents, including North America. Key team members include Part-Time Cfo: E. M.Controller: E. K.. Explore CFO Simplified's employee directory with LeadIQ.

What industry does CFO Simplified belong to?

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CFO Simplified operates in the Financial Services industry.

What technology does CFO Simplified use?

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CFO Simplified's tech stack includes ShopifyMicrosoft ExcelOWL CarouselInfinite ScrollPriority HintsGoogle Tag ManagerNginxDraftpress HFCM.

What is CFO Simplified's email format?

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CFO Simplified's email format typically follows the pattern of FLast@cfosimplified.com. Find more CFO Simplified email formats with LeadIQ.

When was CFO Simplified founded?

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CFO Simplified was founded in 2006.

CFO Simplified

Financial ServicesIllinois, United States2-10 Employees

CFO Simplified is a Chicago-area consulting firm specializing in small to mid-sized businesses. The primary focus of the firm is the financial and operational needs of those businesses. This includes entrepreneur based and family based companies, from start-up to about $30 million per year in sales. 

Our goal is Cash Flow Management and Improvement, Profitability Improvement, and Financial Statement Visibility, which means that the owner should have financial reports that are clear enough so that he can make changes today that will make his business more profitable tomorrow. 

We develop a long term relationship with our clients, just as a CFO does with a large business, so that we can help the owner do the strategic financial planning necessary to guarantee him/her success, by installing internal controls and operational reporting improvements, and being there to help with whatever problems, issues or opportunities that present themselves. 

Having worked in many diverse industries, we approach each relationship with fresh eyes, enabling us to find ways of improving the operations of the company, which just leads to greater cash and profits for the owner.

Section iconCompany Overview

Headquarters
Chicago, IL 60090 US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    CFO Simplified's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    CFO Simplified's revenue is estimated to be in the range of $1M$10M

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