CFO Associates

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CFO Associates We’re CPAs and Advisors providing our clients with accounting, tax, and technology services to optimize their businesses and personal finances.

10/22/2026

Cost segregation can create major tax savings upfront, but that doesn’t mean the tax disappears💰

Think of it as a timing strategy: accelerate deductions now, improve cash flow today, and understand what may come back when you sell.

Before paying for a cost segregation study, make sure your exit strategy is part of the conversation.

The year is coming to a close, and most tax-saving moves have to happen before December 31 📅 Swipe through for 5 moves ...
10/21/2026

The year is coming to a close, and most tax-saving moves have to happen before December 31 📅

Swipe through for 5 moves to consider:
➡️ Retirement contributions
➡️ Tax-loss harvesting
➡️ Charitable giving
➡️ HSA/FSA spending
➡️ Timing income and expenses

Every situation is different, so send us a message and let's put a plan together while you still have options.

10/20/2026

Want to bid on bigger jobs? Your crew isn’t the only thing that needs to be ready... your balance sheet does too 📊

Surety companies look closely at working capital, equity, and what’s happening in your WIP. Overbillings may make your financials look stronger at first, but once they’re adjusted, your bonding capacity could shrink.

Clean up your WIP and make sure your financials reflect the strength of your business.

Built on brotherhood, driven by a shared vision 🤝As brothers and co-founders of CFO Associates, Rolando and Raul have tu...
10/19/2026

Built on brotherhood, driven by a shared vision 🤝

As brothers and co-founders of CFO Associates, Rolando and Raul have turned their shared passion for business and finance into a firm rooted in trust, integrity, and family values.

With backgrounds in accounting, finance, and business operations, they bring their individual strengths together to help business owners navigate challenges, make confident financial decisions, and achieve long-term success.

What started as a vision between two brothers has grown into something much bigger. And through it all, family remains at the heart of everything we do.

10/15/2026

Extra work without the paperwork can cost you dollar for dollar 📉

When a change order isn’t documented and billed, the materials are still purchased, the labor is still paid, and the work still gets done, but your margin takes the hit.

The fix? Track every change order from the moment it’s requested through the moment it’s billed. Systemize this process to ensure accurate WIP reporting.

Three crypto tax myths that could be costing holders money👇Which one surprised you most?Save this for year-end 📌 ...
10/14/2026

Three crypto tax myths that could be costing holders money👇

Which one surprised you most?

Save this for year-end 📌

10/13/2026

Staking rewards come with a tax bill and poor recordkeeping could make that bill even bigger 👀

The value of each reward when you gain control of it becomes your cost basis. Without accurate timestamps and pricing, you could end up reporting more gain than you actually earned when you eventually sell.

Track every reward, and every price to protect your basis.

Cost segregation creates the deduction. It doesn’t guarantee you can use it.A study that reclassifies 25% to 30% of your...
10/07/2026

Cost segregation creates the deduction. It doesn’t guarantee you can use it.

A study that reclassifies 25% to 30% of your basis into short-life property looks great on paper. But without REPS status, the STR exception, or enough passive income to offset it, that loss gets suspended instead of hitting your return this year.

This is the part most cost seg vendors skip. They sell the study. They don’t check whether you can actually use what it creates.

Before you run a study, confirm which path applies to you: REPS hours logged contemporaneously, the STR average stay and material participation tests, or a grouping election that ties your properties together the right way.

The study creates the deduction. The structure is what lets you keep it.

Save this before your next acquisition.

Who we are. What we do. Why we do it👏At CFO Associates, we’re more than accountants—we’re strategic partners committed t...
10/06/2026

Who we are. What we do. Why we do it👏

At CFO Associates, we’re more than accountants—we’re strategic partners committed to helping business owners make smarter financial decisions, plan ahead, and build for what’s next.

Swipe through to get to know the team behind the numbers and the purpose behind everything we do.

At CFO Associates, we go beyond the numbers to help business owners see the bigger picture.
10/03/2026

At CFO Associates, we go beyond the numbers to help business owners see the bigger picture.

Address

1713 S Lois Avenue Suite 200
Tampa, FL
33629

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 10am - 2pm

Telephone

(813) 467-9992

Website

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