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← Back to Top 40 Bookkeepers in the Tampa-St. Petersburg Area, FL (2026)

CFO Associates

Evidence Score 65/100 at 85% evidence coverage 1 of 40 on the Tampa-St. Petersburg area list How the score works

What we could verify

Registered business?
Registration found: Florida Division of Corporations, status Active (Sunbiz quarterly file of 2026-07-10), formed 2014
CPA license or firm permit?
CPA firm permit active · AD68369 · Florida Board of Accountancy (DBPR public records download)
Publishes prices?
Not stated on its website
Local or remote?
Local + remote
Software?
Shopify

Who they say they serve: contractors, real estate, technology, manufacturing (self-reported, from the firm's own website)

4 of 5 answered from a dated source.

Documents 4 of 5 core services; CPA license verified with the state board; registered entity verified.

Score breakdown

Documented services + buyer fit35 of 40 pts, 40 checked
Independently verifiable qualifications8 of 20 pts, 8 checked
Operational + pricing transparency7 of 25 pts, 22 checked
Verified identity + continuity15 of 15 pts, 15 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of CFO Associates's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
Business name CFO Associates home page
Website https://www.thecfoassociates.com/ home page
Office locality Tampa, FL /contact
Phone +18134679992 /contact
Offers bookkeeping Documented: ...Period: 4-6 weeks Client Support: Unlimited Financial Meetings: Weekly & Monthly Bookkeeping A/P & A/R HR & Payroll Sales Taxes Month End Close Corporate Taxes Forecast Modeling... /services/cfo-accounting
Monthly bookkeeping Documented: ...to Count On Our CFO Advisory Services (CAS) provided businesses on a daily, weekly, and monthly accounting depending on the company size and services needed. Not only will we... /services/cfo-accounting 8 pts (max 8)
AP / AR Documented: ...of any size. Let us handle all of your accounting & finance responsibilities, including accounts payable, accounts receivable, payroll, financial reporting, forecasting, and... home page 4 pts (max 4)
Payroll coordination Documented: ...accounting & finance responsibilities, including accounts payable, accounts receivable, payroll, financial reporting, forecasting, and taxes. Schedule a meeting TOUCH Tax Planning... home page 4 pts (max 4)
Month-end close + reporting Documented: ...for financial and tax opportunities to help you make decisions. Each month you receive financial statements and deliverables to review together. We consider ourselves to be a part... /services/cfo-accounting 6 pts (max 6)
Industries served (documented) contractors, real estate, technology, manufacturing home page 5 pts (max 5)
Software supported Shopify home page 5 pts (max 5)
Local / remote model stated Local + remote home page 3 pts (max 3)
Active CPA firm or individual license (state board) CPA firm permit active · AD68369 · Florida Board of Accountancy (DBPR public records download) State accountancy board
Third-party
Sep 26, 2026
expires Dec 31, 2027
8 pts (max 8)
Onboarding described Documented: ...become part of your team. TOUCH Assessment (Weeks 1-2) Assessment (Weeks 1-2) During client onboarding, the discovery phase of current financial processes, systems, tax returns... /services/cfo-accounting 4 pts (max 4)
Named contact / team Gianco Companies, CFO home page 3 pts (max 3)
Entity found in the state business registry Business registration found: CFO ASSOCIATES, LLC · FL document no. L14000181185 · Florida Division of Corporations · Active (Sunbiz quarterly file of 2026-07-10) State business registry
Third-party
Sep 26, 2026
6 pts (max 6)
Years operating (registry formation date) Formed 2014-11-24 (file date of the formation filing of a Florida-formed entity) State business registry
Third-party
Sep 26, 2026
5 pts (max 5)
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): Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4).

Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Communication channel / process (0 pts, max 3).

  • Active CPA firm or individual license (state board): Florida lists an ACTIVE CPA firm permit (Current) under this name, expiring 2027-12-31. It does not prove service quality.
  • Entity found in the state business registry: Business registration found: Florida Division of Corporations (Sunbiz) corporate data file lists CFO ASSOCIATES, LLC (FL document no. L14000181185), status Active (Sunbiz quarterly file of 2026-07-10), checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
  • Years operating (registry formation date): The registry records 2014-11-24 as the file date of the formation filing of a Florida-formed entity.
  • Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).

Data limitations

  • 19 of 23 evidenced items come from CFO Associates's own website and are labelled self-reported.
  • No ratings or review counts are published here. Why.

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