Our DNA

Who’s on Your Team at CFO & Co.?A brief CFO & Co. management manifesto

  • Always do what’s in the best interest of our clients
  • Treat employees like gold so they treat our clients like gold.
  • Practice the golden rule – it never goes out of style.
  • Be 100% honest and candid. Always.
  • Make the firm fun. Fun is seriously important.
  • Over-communicate. Actually, it’s impossible to over-communicate.
  • Over-simplify. Enough said.
  • Over-develop our skills and our processes.
  • Over-innovate. How else can we stay relevant.

Excellence is an acquired trait. And worth it.