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Agile CFO

Licensed
Licensed
Contact for price

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About
23 years of experience. I help businesses accelerate their growth and profit using past CFO and Tax Professional experience in many industries. I help individuals and businesses save money on their taxes.
Overview

Hired 1 time

Background checked

License verified

4 employees

8 years in business

Business hours

Sun4:00 pm - 10:00 pmMon8:00 am - 9:00 pm

Payment methods

This pro accepts payments via Apple Pay, Cash, Check, Credit card, PayPal, Venmo, and Zelle.

Social media

Facebook, Twitter

Credentials

License verified

CPA – Certified Public Accountant

License state: UT

Background checked

Passed by Lon Searle on Sep 12, 2020.

Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Reviews

Customers rated this pro highly for work quality, value, and responsiveness.

5.0

4 reviews

5

100%

4

0%

3

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2

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pro avatar
Kurt D.

Dec 12, 2022

Hired on Thumbtack

Fantastic experience with tax preparation. Not always fun but, Agile was very professional and covered everything. Highly recommend!!!
Individual Tax Preparation
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Tony H.

Sep 21, 2020

Lon and his team have really impressed us with how quickly they've learned our business and helped us manage by being aware of the financial impacts of our decisions. We find the monthly reporting to be very helpful, timely, and accurate. And they are always willing to adjust or modify their approach as we discuss new ideas.
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Eddie L.

Sep 12, 2020

They really know their stuff. Thoughtful, professional and responsive in taking care of our business books. Great value! Wish we found them sooner!
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Mary S.

Sep 12, 2020

Agile CFO is a great company and was extremely responsive with helping me with my taxes. They are knowledgeable and provided excellence service. I highly recommend Agile CFO!
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