cfoexpertise.com

5
5 Based on 10 reviews

Hey, I’m Jarrod Souza, CEO of CFO Expertise. I'm a longtime CFO for Ecommerce brands and big names like Michael Hyatt. My goal is to optimize your Ecommerce finances and reach your profitability goals. At CFO Expertise, we specialize in helping you unde...

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5

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10 Reviews

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Brian Bogert
Best of all thing CFO

Jarrod is straight forward yet creative. He is pragmatic and practical yet strategic. He brings a wealth of knowledge and a ton of heart to everything he does for his clients. Grateful to have him watching our numbers and advising so I dont have to!

5
Date of experience: Oct 14, 2025
Oliver Liu
Knowledgable and responsive

As a new DTC business, we connected with CFO Expertise because we were looking for a fractional CFO that had deep experience tracking and analyzing DTC financials and metrics. We wanted someone who not only could get the numbers right, but could be a thought partner on how to manage and grow the business from launch onwards. Jarrod and Shirley have been just that. Our financials/accounting on done on time and accurately, they are quick to adjust to different requirements, and they have been an experienced sounding board on risks and strategies as we have grown.

5
Date of experience: Sep 25, 2025
Michael Schreiber
The CFO Expertise team…

The CFO Expertise team has been incredible to work with! They are extremely knowledgeable in their craft, and help make sense of the finances of our organization. The team is always responsive, and their process has been easy to implement from the start.

5
Date of experience: Sep 15, 2025
Katherine Watercutter
Best Decision I've Ever Made.

Deciding to take the risk and work with Jarrod a few years ago was the best decision I could have ever made. I currently am still working with him at CFO Expertise and highly recommend. Though I did not know it at the time, my business would go on to grow over 100% year over year. I owe a great deal of my business's growth & success to Jarrod. He not only gave me the ability to focus on the areas of my brand that I was actually good at, but he gave me visibility into the health of my business that I don't believe many can.. As a result, I was able to make better and faster decisions.Aside from Jarrod's expertise, he is incredibly easy to work with and overall a great person. I really cannot say enough good things about my experience working with Jarrod & CFO Expertise.

5
Date of experience: Sep 11, 2025
Victor Velazquez
You want Jarrod in your corner

I’ve had the privilege of working with Jarrod Suoza and his team for over two years, and in that time he’s become more than just my fractional CFO he’s a trusted advisor and friend.Jarrod has a rare ability to simplify complex financials into clear, actionable priorities. His updates are always timely, his guidance prescriptive, and he consistently directs my attention to the areas that truly move the needle.I’ve not only gotten everything I needed from Jarrod, I now find myself referring him to others. That’s when you know you’ve found a great partner.If you’re a founder or operator looking for financial clarity, Jarrod is the one you want in your corner.

5
Date of experience: Sep 09, 2025
Josh
We have worked with Jarrod and his team…

We have worked with Jarrod and his team through several different companies. They have been great to work with and really help in getting the financials together to show the needed information to make decisions for an ecommerce company with rapid growth.

5
Date of experience: Sep 09, 2025
Jonathan Barnes
Clear financials and excellent…

Clear financials and excellent communication as we were growing our business.

5
Date of experience: Sep 01, 2025
Elise Woodham
Game-Changer for Our Business!

CFO Expertise has been an absolute game-changer for our business. Their team combines professionalism with true financial insight, helping us not just manage the numbers, but really understand them. They bring clarity, strategy, and structure to complex situations, and their guidance has allowed us to make smarter, more confident decisions. We’ve seen immediate value in their expertise and highly recommend them to any business looking for a trusted financial partner.

5
Date of experience: Aug 01, 2025
Ian Howard
Great at every level

I have worked with Jarod and his team for the past 2 and half years and they are top notch at every level. They have given us the confidence we need on a monthly basis to know we are financially sound and heading in the right direction as an organization. We wouldn't be where we are today without their expertise.

5
Date of experience: Jun 20, 2025
Moe Smith
CFO Expertise is exactly what you'll get with Jarrod and his team

Deciding to work with Jarrod and his team is without doubt one of the best fractional hires I've made. Jarrod is incredibly smart and well versed in E-commerce metrics as well as creating easy to digest financials and offering insight and actionable tasks to make sure the business is growing and growing smart. Can't recommend his service enough. If your business is at the point where you need next level financial expertise, Jarrod is your guy!

5
Date of experience: Sep 30, 2024

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Business Details

  • Hey, I’m Jarrod Souza, CEO of CFO Expertise. I'm a longtime CFO for Ecommerce brands and big names like Michael Hyatt.

    My goal is to optimize your Ecommerce finances and reach your profitability goals. At CFO Expertise, we specialize in helping you understand your financials better so you can scale more efficiently. We combine our expert CFO knowledge with custom Ecommerce finance dashboards, monthly Ecommerce accounting, and CFO consulting.

    We’re dedicated to Ecommerce & D2C brands selling primarily on Shopify and Amazon with revenue of $1M to $50M+ per year. We’re experts in Ecommerce financials from our 10+ years of experience. Want an analysis of your Ecommerce books? Book a free consultation to get started!See more

  • email jarrod@cfoexpertise.com
  • language https://cfoexpertise.com

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