The word is out!

Read our testimonials

Our Reputation Speaks for Itself


“As a small business owner, I have to wear multiple hats.  I was spending 8-10 hours per month generating invoices, entering transactions and reconciling bank accounts.  I disliked every minute of it.  By using CFO Shield, I have been able to recapture that time and spend it in areas that are more valuable to me while still getting the financial information I need to run my business.  I know that my back-office processes will be handled professionally.  I highly recommend Fred and the team at CFO Shield.”

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Troy D. Patterson

President & Founder
Visigistics LLC


“I am so thankful for Fred and his team at CFO Shield. As a small businessman I am pulled in so many directions, Fred and his team take care of my small business bookkeeping which allows me to focus on purchasing and growing sales in our retail store.  Fred and his team keep track of reporting and taxes so that I am always up to date on quarterly reports and monthly sales taxes.  I have been with CFO Shield for over 3 years now and have been very pleased with what we have been able to accomplish during this time.”

David Wood
Grapevine's Market on Main

“CFO Shield has provided me with a newfound confidence about the life of my business. Fred Tate is a trusted mentor and advisor who tracks and reveals my past and present financial information, which impacts my decisions for the future. He is always current on financial opportunities and instruments that can benefit my business and assists me in the processing of those instruments. Monthly, his professional team provides me with a thorough understanding of my company’s financial health with up-to-date financial statements and management reports.  I think, however, what I value most about his organization and his mission is that Fred listens to my concerns as well as my dreams and is able to respond with the expertise and confidence of a Chief Financial Officer. In fact, I view him with a CFO Shield!”

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Deborah Louis, Ph.D.
The Jane Schaffer Academic Writing Program
Louis Educational Concepts, LLC


“CFO Shield, LLC has provided payroll services since 2017 to Turley Associates, Inc., for a staff of over 35 Professional Engineers and Surveyors.  They provide efficient, competent, timely, and accurate payroll and payroll tax reporting with leading edge assistance for changes in payroll law and CARES Act compliance.”

Alexis Turley

Turley Associates, Inc.

“CFO Shield has helped our company tremendously.  They streamlined our day-to-day bookkeeping and payroll, as well as made our year-end filing much more efficient and easier to manage.  Their customer service is exceptional.  They are always available to answer questions and they take the time to ensure a thorough resolution on any issues that arise.  CFO Shield has also made many suggestions on how to grow our business.  It is a pleasure to work with them and we highly recommend their services.”


Nardos Design

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“Thank you, CFO Shield, for the dedicated, personal and highly reliable services you have provided Central Millwork through the years. The services that you have provided us have proven to be of great value for both internal and external stakeholders. In addition to the services you have provided Central Millwork, you and your team continue to keep up with technology trends and software programs while providing us with valuable insight that allows us to streamline our processes with the best available and appropriate technology while saving us time and money. We look forward to continue growing together.”

Eric Thornton
President, Central Millwork, LLC.