CFO Xchange

Specialties

CFO Xchange is a small business consultancy that is based around the skills and expertise of the principals. On one side we have a CFO with over 30 years of hands on small and medium business experience in everything from accounting to mergers and due diligence. On the other side we have an MBA with 12 years of real world experience in web design for seo, data analysis and advanced spreadsheet and data application creation. Combined we offer services focused on the small and medium size business entity in Finance, Operations, Marketing and Start-​Up Services.

History

Established in 2011.

The partnership officially began in 2011 but the combined experience of the principals is over 40 years!

We recently moved into an office in Montgomery to allow us to be more involved within our community and services our clients to our potential.

Meet the Business Owner

Jonathon F.

Business Owner

Jonathon is an MBA from the University of Houston focusing on Marketing and Decision Sciences. His background is in everything from sales and marketing efforts (driving client traffic) to advanced systems and data analysis (creating applications and reports for all levels of management as well as customers).