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Virtual & In-Person Learning Opportunities


  • See our leadership team presenting at live events, workshops, and online webinars
  • Find our team at networking events in the greater Washington DC area (we’re very active in our community)
  • Some live events also offer virtual or replay options


  • We have an extensive online library of virtual accounting classes
  • Some of our fundamental classes are offered for free
  • One of the advantages of being our clients is complete access to all classes

Our Blog

Staying Financially Fit: Financial Tips to Kick Off 2023

By CFO Services Group Diets and fads come and go! The pandemic has put the spotlight on our financial wellness like never before. It has made people pause and pay more attention to what they spend their money on and how they put it back into their businesses. If you...

Manny Cosme: And the Winner is…

By Manny Cosme, President & CEO“Congratulations,” said the headline on the email that popped up on my screen. Normally I ignore the email notifications that I get as they tend to be more spam mail or nonurgent questions that can wait until the end of the day. But...

CFO Services Group’s Own Paola Zambrana Elected President of BNI Business Boosters

Zambrana’s election is a historic one,  as she is only the second woman to hold this position in this chapter.  By CFO Services GroupBNI Business Boosters has just announced their new leadership for the upcoming term of Oct. 2022-Oct.2023, naming CFO Services Group’s...

Washington Blade Article: Gay-owned firm joins D.C. small business bond program

We're honored to be featured in the Washington Blade  By Lou Chibbaro Jr. - Washington Blade"CFO Services Group, a gay-owned D.C. financial services consulting company, is one of six D.C. small businesses to participate in a program launched in September by Mayor...

Grow with CFO – Bond Offering

Company Bond Offering Through SMBXWe’re excited to announce that we are now offering Small Business Bonds™ through SMBX to raise money for our expansion. The best part about buying our bonds is that you’ll get 7% annual interest, paid back each month + principle. In...

5 Easy Steps To Creating Your Financial Projections

Easily Create Financial Projections That You Can Use To Grow Your BusinessCreating financial projections are vital to the success of your business. Your financial projections serve as a roadmap, showing you in detail how you will get from where you are today (Point A)...