“Where you get to do what you do best while outsourcing the rest."

Capitalize. Strategize. Organize.


CFO by Design was founded on the premise that both individuals and entrepreneurs should have access to expert professional services that facilitate the achievement of their goals and dreams.

We are a collective of professionals that have decades of years of industry and financial planning, strategic support, accounting, marketing and capital experience.


Throughout the years of serving families and businesses, we have witnessed some common pitfalls that keep people from achieving their financial and entrepreneurial endeavors. At CFO by Design our clients will find different services that have been screened and tested for efficiency. 

CFO by Design has become the marketing hub for unique services.  Our growth is due to our strategic partnership with the public through our referral program.

Basically, they work. 


Whether you have the next great start-up or a previously established organization, CFO by Design has a qualified team that is eager to support and assist you through the different stages of the business life cycle. 

Start-UP:You may be in the beginning phase and need a business plan or start-up capital.

Set-UP: The business needs to create systems, database managers, HR & Security Controls.

Expansion: The business needs capital, organization and systems.

Restoration: The business has made some mistakes and needs a road-map on how to get back on track. 

Growth: The business is experiencing exponential growth and needs a support team of professionals to capitalize and systematically maintain the momentum. 

  • Commercial Loans

  • Personal Loans

  • Merchant Services

  • Web Support

  • Social Media​ Marketing

  • ​Corporate Finance

  • Corporate Turnaround

  • ​Sustainability

  • ​Strategic Planning

  • ​Branding

  • ​Media Training

  • Business Coaching

  • Referral Program

  • Database Management

  • Quality Controls