CFD Services
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
Who they say they serve: startups (self-reported, from the firm's own website)
0 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | CFD Services | home page Oct 12, 2026 | |
| Website | https://cfdservicesinc.com/ | home page | |
| Office locality | Clarksville, TN | home page | |
| Phone | +19319338266 | home page | |
| Offers bookkeeping | Documented: ...small business concierge. Our tailored services, including business consulting, bookkeeping, payroll, and tax services, are designed to help your business thrive. We offer... | home page | |
| AP / AR | Documented: ...Some of the most common types of loans include lines of credit, term loans, SBA loans, accounts receivable financing, and equipment financing. Our network of over 75 lenders... | /faq | 4 pts (max 4) |
| Payroll coordination | Documented: ...approach to meeting their business needs. ACCOUNTING At CFD Services Inc, we offer payroll services to help alleviate the burden of managing employee. Employee related... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...are designed to help your business thrive. We offer guidance on startup financing, financial statements, and regulatory compliance, empowering you to focus on growing your... | home page | 6 pts (max 6) |
| Industries served (documented) | startups | home page | 5 pts (max 5) |
| Named contact / team | John Crespo, CEO | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for 'CFD Services Inc' in Clarksville, TN on 2026-09-27: the one matching preparer record lists no CPA, EA, attorney or ERPA credential and no Annual Filing Season Program record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Tennessee State Board of Accountancy license search .
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from CFD Services's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.