RR
Robert Rader
Nov 14, 2025
Cody is a tremendous asset for me as a small business owner. His ability to provide quality data on our financials and assist with business planning has added a lot of value.
GC
Gary Collier
Oct 22, 2025
The Pro CFO is a excellent firm. Our company staff has been working with Cody for understanding of our numbers and forecasting. Cody has a great perspective and outstanding service that he provides.
Sincerly,
Gary Collier, President
CRI Electric, Inc.
GC
Geoff Chandler
Sep 22, 2025
Been working with Cody for years. Highly recommend.
AM
Anthony Mendes
Sep 11, 2025
Fantastic service! I highly recommend Cody and his team!
DG
Darrin Guttman
Sep 10, 2025
I've been a Pro CFO client for over four years and couldn't run my business without Cody. I know the importance of having clean books and running my business by the numbers but I don't have the skill set or patience to pull it off myself.
I have a proforma, budget, and projections that we update monthly. I know how much money I can pay myself monthly with forecasts giving me a clear picture of my future income.
This frees me up to focus on hitting my numbers and serving my clients.
This allows me to run and grow my business with confidence.
The year, when I turned my books over to my CPA at tax time, my accountant complimented my books on how well organized they are.
If you're a small business owner with messy books and no forecasting, there's a good chance you're either bleeding money or not maximizing your financial opportunities.
I can't recommend Cody and the Pro CFO highly enough.