About CFO Advisory Services
CFO Advisory Services is a Business Services company based in Richardson (United States) founded in 1998 by Wayne Millsap, and was acquired by BELAY in July 2024. Financial consulting services are provided for accounting and operational efficiency. Its focus areas include Financial Services, Finance & Accounting Services and CFO Services. Its legal entity is BELAY, Inc.
Company details
CFO Advisory Services was established in 1998 in Richardson, United States, as a financial management consulting firm. Services are extended to small and middle-market companies in the finance sector. Emphasis is given to accounting, financial reporting, and compliance matters. Financial strategies are formulated, operational processes are refined, and growth initiatives are supported through guidance from seasoned professionals. Operations center on strategic advisory to enhance profitability.
Apps and channels of CFO Advisory Services
its YouTube channel BELAY has 1.11K subscribers and 28 videos.
Videos from CFO Advisory Services
The most watched videos on CFO Advisory Services's YouTube channel, BELAY (1.11K subscribers). Click a video to play it here.
More on BELAY.
Investors in CFO Advisory Services
CFO Advisory Services has secured backing from 1 investor. Prominent investors backing the company include BELAY.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Outsourced solutions for bookkeeping and administrative tasks are provided. | 2010 | belaysolutions.com | Cumming, United States |
Investor details for CFO Advisory Services
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People of CFO Advisory Services
1 people are tracked at CFO Advisory Services (1 in leadership).
| Name | Role | Group |
|---|---|---|
Wayne Millsap | Founder | Leadership |
Complete people profiles for CFO Advisory Services
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- Team structure
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Verified entity values are shown only after access is granted.
Timeline of CFO Advisory Services
2 dated milestones of CFO Advisory Services across 26 years, from founding to its latest funding, stage changes and deals.
- Founded CFO Advisory Services is founded.
- Exit Acquired by BELAY.
Top companies in Finance & Accounting Services
3 companies that operate in the same segment as CFO Advisory Services (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
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Frequently Asked Questions about CFO Advisory Services
CFO Advisory Services was founded in 1998.
CFO Advisory Services is headquartered in Richardson, United States. It is registered at Richardson, Texas, United States.
CFO Advisory Services was established in 1998 in Richardson, United States, as a financial management consulting firm. Services are extended to small and middle-market companies in the finance sector. Emphasis is given to accounting, financial reporting, and compliance matters. Financial strategies are formulated, operational processes are refined, and growth initiatives are supported through guidance from seasoned professionals. Operations center on strategic advisory to enhance profitability.
CFO Advisory Services has 1 investor. Key investors include BELAY.
CFO Advisory Services operates through Belay, Inc.
Yes. CFO Advisory Services was acquired by BELAY in July 2024.