Our Clients

Who we help.

We’ve been honored to work with exceptional businesses and individuals who set the pace in their chosen field. We judge our success by how our clients view our work so we’ve asked them to share a few words about their experience with the CFO By Design team.

Bob Lander, President & CEO

Austin Convention & Visitors Bureau

"Julie and her team have not missed a beat in the management of our finances as an outside contractor. They are an integral part of our operation and are respected and trusted by our staff, executive team and our Board of Directors. The level of expertise in the management of our finances is second to none in my experience."

Elaine Garza, Principal

Giant Noise

“I feel great pride and gratitude in saying that Giant Noise was the first CFO By Design client. Julie and her team have been instrumental in the growth of the company, and I cannot say enough about their work ethic, guidance and expertise.”

Kerry Tate, Partner

Moore-Tate Projects+Design LLC

“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.”

Ann Tucker

Studio A Group, LLC

"CFO By Design is an integral tool for my business. Initially, they helped my design studio set up systems and procedures that have streamlined my studio's administrative bookkeeping tasks. These systems have proven to be both easy for us to implement as well as easy for our clients to understand. This has freed up more time for my studio to focus on design and servicing our clients -- resulting in an increase in billable hours. Julie Hart has been an invaluable CFO advisor. She and I review financial reports and trends and use this information to set new financial and business goals for the studio. Julie and the entire CFO By Design team are champions for my business and work hard to see that we succeed."

Kristen Wicke, Auditor

"I began working with Julie in 2007 in performing the audit of the Austin Convention and Visitors Bureau where she served as the CFO. As an auditor I'm accustomed to allowing clients up to several days to provide requested documentation and providing recommendations that may take a year or more to implement due to required infrastructure change. In my 18 years as an auditor, Julie and her team are among the few clients who are thoroughly prepared for the audit on the planned start date, can answer questions rapidly, and respond to documentation requests on the same day. In addition, our audit recommendations were always put into action within months. This is a testament to Julie's experience, skills, and knowledge. She is organized, professional, and great fun to work with."

Don Canada, Executive Director

Texas Podiatric Medical Association

“We made a change to CFO By Design about two years ago after handling our accounting services in-house previously. The change was seamless, the accounting 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 accounting needs.”