CFO Strategic Partners
2016 Alden Rd,
Orlando, 32803, FL,
United States
Orlando, 32803, FL,
United States
1 407-426-8788
Banking and Financial Services
CFO Strategic Partners Technographics
CFO Strategic Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CFO Strategic Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 CFO Strategic Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CFO Strategic Partners has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2015, Constant Contact Email Marketing for Marketing Automation in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CFO Strategic Partners is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Constant Contact or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing CFO Strategic Partners revenues, which have grown to $5.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for CFO Strategic Partners intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
CFO Strategic Partners Tech Stack and Enterprise Applications
CFO Strategic Partners ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, CFO Strategic Partners implemented Intuit Quickbooks Enterprise as its core ERP Financial system for firm accounting. The deployment focused on a single-site accounting configuration appropriate for a 50 employee financial services firm, configuring core modules such as the general ledger, accounts receivable, customer master, and retainer tracking to support practice accounting and client billing. Operational requirements captured in the implementation included entering retainer checks into Intuit Quickbooks Enterprise and maintaining a retainer tracking sheet, plus creating new client records in Quickbooks for CFO review.
Governance centered on the Accounting Manager, who is expected to have strong working experience with QuickBooks and who performs day to day data entry, retainer reconciliation, and client master maintenance, with the CFO retaining oversight of client onboarding entries. Configuration emphasized a tailored chart of accounts, accounts receivable workflows, and access controls to segregate data entry from financial oversight, while procedural documentation formalized retainer handling and client creation processes. The implementation positioned Intuit Quickbooks Enterprise within the company's finance function, centralizing billing and bookkeeping processes under the accounting team and aligning operational workstreams for client retainers and invoicing.
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CFO Strategic Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, CFO Strategic Partners implemented Microsoft 365 as its primary Collaboration platform. The United States based banking and financial services firm with roughly 50 employees deployed Microsoft 365 to provide cloud-hosted productivity and collaboration capabilities across the organization.
The Microsoft 365 configuration focused on core Collaboration capabilities, including Exchange Online for corporate email, SharePoint Online and OneDrive for Business for document management and content sharing, and Microsoft Teams for real-time chat and meetings. Tenant-level provisioning and user licensing were established, with site and mailbox structure configured to match departmental workflows and basic governance policies applied for access and external sharing. The implementation reflects a SaaS tenancy model with role-based administrative separation and group provisioning aligned to a small enterprise operational footprint.
Microsoft 365 is surfaced on the corporate website to provide collaboration and communication endpoints while administration is centralized through the Microsoft 365 admin center and Azure Active Directory for identity and authentication. Operational coverage includes finance, client service, and leadership teams within the United States, with governance controls set at the tenant level to manage external collaboration and compliance posture. CFO Strategic Partners uses Microsoft 365, in the Collaboration category, to support business functions such as email, document collaboration, and internal communication.
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CFO Strategic Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Constant Contact | Legacy | Constant Contact Email Marketing | Marketing Automation | CRM | n/a | 2019 | 2019 |
In 2019, CFO Strategic Partners implemented Constant Contact Email Marketing as its Marketing Automation platform to manage customer outreach and lead nurturing on its public website. The deployment serves a 50 person, United States based financial services firm and is positioned to support marketing and client communications workflows through embedded signup forms and on site list capture. Constant Contact Email Marketing is used directly on the CFO Strategic Partners website for campaign delivery and subscriber acquisition.
The implementation emphasizes core Marketing Automation capabilities including email campaign creation with template management, contact list management and segmentation, automated drip workflows, and campaign reporting and analytics. Configuration included embedded website signup forms and subscription management workflows that route new contacts into segmented lists for targeted communications. Governance focused on campaign approval, list hygiene and consent based subscription handling to support ongoing operational use by the firm’s marketing and client engagement functions.
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CFO Strategic Partners IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at CFO Strategic Partners
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Executive Vice President | VP | Finance | |
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Founder & Chief Executive Officer | CXO | Finance | |
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Chief Operating Officer | CXO | Finance | |
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CFO | CXO | Finance | |
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Apps Being Evaluated by CFO Strategic Partners Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CFO Strategic Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CFO Strategic Partners digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD CFO Strategic Partners Technographics
CFO Strategic Partners is a Banking and Financial Services organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
CFO Strategic Partners operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Constant Contact Email Marketing,
covering areas like ERP Financial, Collaboration and Marketing Automation.
CFO Strategic Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Constant Contact.
CFO Strategic Partners recently adopted applications including
GoDaddy in 2021, Fastly in 2021 and Constant Contact Email Marketing in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CFO Strategic Partners’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CFO Strategic Partners’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete CFO Strategic Partners technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.