Our clients frequently say, “I can sleep at night now” or “they take care of us.” To us, those are the signs that we’re doing our job right.
“As the new President/CEO at Visit Bastrop, Julie Hart and her team at CFO by Design, have been very helpful with my transition into the financial side of our business. The entire team is very knowledgeable, responsive and focused on quality team work as well as thorough, efficient reviews of our operations finances and thoughtful recommendations for our organizations continued success. CFO by Design has quickly become a great resource to me as a new leader. The combination of expertise, client service and value cannot be beat.”
“The team at CFO by Design is the finance partner that you have been looking for your organization. Not only are they great with the numbers, but they are great with telling your story to your board, members, elected officials and community partners. In my 30 years in the DMO world this has been the best financial support team that I have had the pleasure of counting on. Finally, you will also find their fee structure to be a better financial model that having a robust department in house. ”
“If CFO By Design is not on your team, here is what you are missing: Sleep, Time, Money, Confidence. Sleep, knowing you are current and they are up later than you working on those quarterly tax payments while you sleep; Time lost searching for and firing advisors who don’t give one whit about your success; Money spent on failed attempts to do-it-yourself, hire cheap people, and buy expensive accounting programs that don’t suit your needs now or likely ever; Confidence from the assurance that comes from working with people who know what they are doing, do what they say, and exceed all expectations. Good help has arrived. And that, my friends, has made ALL the difference in our world. Really.”
“Julie Hart and her team at CFO by Design have played an instrumental role in the successful turnaround of Destinations International. Julie’s long tenure as the CFO for Visit Austin has translated to understanding the financial responsibilities for our members. Julie continues to be a trusted and valuable resource to myself, our senior management team, and equally important, our Board of Directors and Trustees.”
“The DMO industry experience and expertise of CFO by Design has been invaluable in assisting Visit San Antonio as we transitioned from a City department to a private, non-profit 501©6 organization. Julie Hart and her team have assisted in various areas of from our sourcing and establishing our accounting system, developing robust policies, financial management, consulting and planning, and board relations. ”
“We made a change to CFO By Design several years ago after handling our accounting services in-house previously. The change was seamless, the staff interacts with my staff in a very efficient manner, services are performed on-time, and they handle our problems and questions in a very professional manner. And by utilizing their services on an out-source basis, we are saving money and getting professional advice whenever needed. I would highly recommend CFO By Design for any of your needs.”
“CFO By Design has been instrumental in setting up TSAE for success. Helping our financial methodologies surpass typical benchmarks along with serving as a constant financial management resource for TSAE has made our CFO by Design relationship a very important one to TSAE. They have helped TSAE continually strive for excellence in ALL that we do and as the “association for associations” our bar is set pretty high. ”